Ownership history in SVB WEALTH LLC · 39 quarters on record
This page tracks every 13F SEC filing in which SVB WEALTH 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 | 174,967 | -80,538 | -31.5% | 3.57% | $60.6M | $346.10 |
| 2025 Q3 | REDUCED | 255,505 | -15,005 | -5.5% | 4.54% | $84.3M | $329.28 |
| 2025 Q2 | REDUCED | 270,510 | -89,284 | -24.8% | 4.00% | $74.6M | $274.65 |
| 2025 Q1 | REDUCED | 359,794 | -75,684 | -17.4% | 2.48% | $60.2M | $166.43 |
| 2024 Q4 | ADDED | 435,478 | +389,176 | +840.5% | 1.89% | $101.0M | $229.76 |
| 2024 Q2 | ADDED | 46,302 | +84 | +0.2% | 1.84% | $74.3M | $158.17 |
| 2024 Q1 | REDUCED | 46,218 | -1,352 | -2.8% | 1.37% | $61.3M | $130.16 |
| 2023 Q4 | ADDED | 47,570 | +4,590 | +10.7% | 1.29% | $53.1M | $109.16 |
| 2023 Q3 | REDUCED | 42,980 | -1,284 | -2.9% | 0.78% | $35.7M | $80.85 |
| 2023 Q2 | REDUCED | 44,264 | -16,202 | -26.8% | 0.69% | $38.4M | $83.98 |
As of 2025 Q4 — sorted by position size