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
2023 Q3 REDUCED 2,918 -234 -7.4% 1.85% $2.4M $80.85
2023 Q2 REDUCED 3,152 -1,024 -24.5% 0.58% $2.7M $83.98
2023 Q1 ADDED 4,176 +199 +5.0% 0.51% $2.7M $61.78
2022 Q4 ADDED 3,977 +87 +2.2% 0.45% $2.2M $53.46
2022 Q3 ADDED 3,890 +302 +8.4% 0.37% $1.7M $42.10
2022 Q2 ADDED 3,588 +696 +24.1% 0.37% $1.7M $45.68
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% of Fund (quarterly)    AVGO price (monthly, adj. close)
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