AVGO BROADCOM INC

Ownership history in Stonebrook Private Inc.  ·  9 quarters on record

This page tracks every 13F SEC filing in which Stonebrook Private Inc. reported a position in BROADCOM INC (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.

Peak position
2.85% (2025 Q2)
Avg. % of fund
2.08%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 19,682 -18,792 -48.8% 1.43% $6.8M $346.10
2025 Q3 REDUCED 38,474 -5,752 -13.0% 2.74% $12.7M $329.28
2025 Q2 ADDED 44,226 +2,060 +4.9% 2.85% $12.2M $274.65
2025 Q1 ADDED 42,166 +784 +1.9% 1.84% $7.1M $166.43
2024 Q4 REDUCED 41,382 -2,076 -4.8% 2.51% $9.6M $229.76
2024 Q3 ADDED 43,458 +38,830 +839.0% 1.98% $7.5M $170.50
2024 Q2 ADDED 4,628 +220 +5.0% 2.14% $7.4M $158.17
2024 Q1 ADDED 4,408 +257 +6.2% 1.70% $5.8M $130.16
2023 Q4 INITIATED 4,151 1.55% $4.6M
% of Fund (quarterly)    AVGO price (monthly, adj. close)
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