AVGO BROADCOM INC

Ownership history in SYM FINANCIAL Corp  ·  10 quarters on record

This page tracks every 13F SEC filing in which SYM FINANCIAL Corp 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
0.51% (2025 Q2)
Avg. % of fund
0.27%
First filed
2023 Q3
Last filed
2025 Q4
Quarters held
10
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 13,951 +47 +0.3% 0.50% $4.8M $346.10
2025 Q3 REDUCED 13,904 -2,752 -16.5% 0.49% $4.6M $329.28
2025 Q2 ADDED 16,656 +164 +1.0% 0.51% $4.6M $274.65
2025 Q1 ADDED 16,492 +7,260 +78.6% 0.34% $2.8M $166.43
2024 Q4 ADDED 9,232 +224 +2.5% 0.28% $2.1M $229.76
2024 Q3 ADDED 9,008 +8,308 +1186.9% 0.21% $1.6M $170.50
2024 Q2 ADDED 700 +310 +79.5% 0.18% $1.1M $158.17
2024 Q1 ADDED 390 +22 +6.0% 0.09% $517K $130.16
2023 Q4 ADDED 368 +53 +16.8% 0.07% $411K $109.16
2023 Q3 INITIATED 315 0.05% $262K
% of Fund (quarterly)    AVGO price (monthly, adj. close)
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