Ownership history in Segment Wealth Management, LLC · 35 quarters on record
This page tracks every 13F SEC filing in which Segment Wealth Management, LLC reported a position in BROADCOM LTD (AVGO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 174,422 | -10,559 | -5.7% | 3.50% | $60.4M | $346.10 |
| 2025 Q3 | REDUCED | 184,981 | -4,291 | -2.3% | 3.66% | $61.0M | $329.28 |
| 2025 Q2 | REDUCED | 189,272 | -8,131 | -4.1% | 3.31% | $52.2M | $274.65 |
| 2025 Q1 | REDUCED | 197,403 | -5,940 | -2.9% | 2.24% | $33.1M | $166.43 |
| 2024 Q4 | REDUCED | 203,343 | -5,002 | -2.4% | 3.21% | $47.1M | $229.76 |
| 2024 Q3 | ADDED | 208,345 | +184,982 | +791.8% | 2.47% | $35.9M | $170.50 |
| 2024 Q2 | REDUCED | 23,363 | -796 | -3.3% | 2.77% | $37.5M | $158.17 |
| 2024 Q1 | REDUCED | 24,159 | -1,560 | -6.1% | 2.43% | $32.0M | $130.16 |
| 2023 Q4 | REDUCED | 25,719 | -181 | -0.7% | 2.54% | $28.7M | $109.16 |
| 2023 Q3 | ADDED | 25,900 | +64 | +0.2% | 2.19% | $21.5M | $80.85 |
As of 2025 Q4 — sorted by position size