Ownership history in Transform Wealth, LLC · 34 quarters on record
This page tracks every 13F SEC filing in which Transform 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 Q1 | REDUCED | 170,848 | -11,124 | -6.1% | 1.73% | $28.6M | $166.43 |
| 2024 Q4 | ADDED | 181,972 | +9,505 | +5.5% | 2.34% | $42.2M | $229.76 |
| 2024 Q3 | ADDED | 172,467 | +153,913 | +829.5% | 1.97% | $29.8M | $170.50 |
| 2024 Q2 | ADDED | 18,554 | +563 | +3.1% | 2.24% | $29.8M | $158.17 |
| 2024 Q1 | REDUCED | 17,991 | -1,877 | -9.4% | 2.26% | $23.8M | $130.16 |
| 2023 Q4 | ADDED | 19,868 | +183 | +0.9% | 2.16% | $22.2M | $109.16 |
| 2023 Q3 | ADDED | 19,685 | +15 | +0.1% | 1.72% | $16.3M | $80.85 |
| 2023 Q2 | REDUCED | 19,670 | -36 | -0.2% | 1.53% | $17.1M | $83.98 |
| 2023 Q1 | ADDED | 19,706 | +35 | +0.2% | 1.19% | $12.6M | $61.78 |
| 2022 Q4 | REDUCED | 19,671 | -289 | -1.4% | 1.23% | $11.0M | $53.46 |
As of 2025 Q4 — sorted by position size