AVGO — BROADCOM INC COM

Ownership history in TCWP LLC · 11 quarters on record

This page tracks every 13F SEC filing in which TCWP LLC reported a position in BROADCOM INC COM (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

1.92% (2024 Q2)

Avg. % of fund

1.05%

First filed

2022 Q1

Last filed

2024 Q3

Quarters held

11

Quarter	Action	Shares	Change	Chg %	% of Fund	Mkt Value	Price (EOQ)
2024 Q3	UNCHANGED	487	—	0%	1.92%	$782K	$170.50
2024 Q2	ADDED	487	+1	+0.2%	1.92%	$782K	$158.17
2024 Q1	REDUCED	486	-1	-0.2%	1.71%	$644K	$130.16
2023 Q4	REDUCED	487	-2,431	-83.3%	1.54%	$544K	$109.16

% of Fund (quarterly) AVGO price (monthly, adj. close)

Other funds also holding AVGO

As of 2025 Q4 — sorted by position size

Kirkoswald Asset Management LLC 3Y 36.56% Oxbow Capital Management (HK) Ltd 3Y 23.89% Milestone Resources Group Ltd 3Y 7Y 20.46% CSU Producer Resources, Inc. 3Y 7Y 19.66% Crescent Park Management, L.P. 3Y 7Y 19.38% Grand Alliance Asset Management Ltd 16.04% Integrated Financial Solutions, Inc. 15.28% Carmel Capital Management L.L.C. 3Y 14.99% Investment Insight Wealth Management, LLC 14.86% Glass Wealth Management Co LLC 13.38%

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