Ownership history in StrongBox Wealth, LLC · 24 quarters on record
This page tracks every 13F SEC filing in which StrongBox Wealth, LLC 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 27,697 | -1,329 | -4.6% | 3.15% | $9.6M | $346.10 |
| 2025 Q3 | REDUCED | 29,026 | -3,275 | -10.1% | 3.24% | $9.6M | $329.28 |
| 2025 Q2 | ADDED | 32,301 | +165 | +0.5% | 3.38% | $8.9M | $274.65 |
| 2025 Q1 | REDUCED | 32,136 | -30 | -0.1% | 2.24% | $5.4M | $166.43 |
| 2024 Q4 | REDUCED | 32,166 | -4,108 | -11.3% | 3.16% | $7.5M | $229.76 |
| 2024 Q3 | ADDED | 36,274 | +32,727 | +922.7% | 2.68% | $6.3M | $170.50 |
| 2024 Q2 | REDUCED | 3,547 | -284 | -7.4% | 2.69% | $5.7M | $158.17 |
| 2024 Q1 | UNCHANGED | 3,831 | — | 0% | 2.50% | $4.3M | $130.16 |
| 2023 Q4 | ADDED | 3,831 | +430 | +12.6% | 2.50% | $4.3M | $109.16 |
| 2023 Q3 | REDUCED | 3,401 | -150 | -4.2% | 1.80% | $2.8M | $80.85 |
As of 2025 Q4 — sorted by position size