Ownership history in WEALTH ALLIANCE, LLC · 24 quarters on record
This page tracks every 13F SEC filing in which WEALTH ALLIANCE, 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 24,884 | -1,375 | -5.2% | 0.84% | $8.6M | $345.38 |
| 2025 Q3 | REDUCED | 26,259 | -500 | -1.9% | 0.89% | $8.7M | $328.59 |
| 2025 Q2 | ADDED | 26,759 | +1,607 | +6.4% | 0.82% | $7.4M | $274.08 |
| 2025 Q1 | REDUCED | 25,152 | -2,606 | -9.4% | 0.51% | $4.2M | $166.08 |
| 2024 Q4 | REDUCED | 27,758 | -3,051 | -9.9% | 0.77% | $6.4M | $229.28 |
| 2024 Q3 | ADDED | 30,809 | +27,759 | +910.1% | 0.63% | $5.3M | $170.14 |
| 2024 Q2 | REDUCED | 3,050 | -315 | -9.4% | 0.63% | $4.9M | $157.84 |
| 2024 Q1 | REDUCED | 3,365 | -126 | -3.6% | 0.59% | $4.5M | $129.89 |
| 2023 Q4 | REDUCED | 3,491 | -87 | -2.4% | 0.55% | $3.9M | $108.93 |
| 2023 Q3 | REDUCED | 3,578 | -553 | -13.4% | 0.47% | $3.0M | $80.68 |
As of 2025 Q4 — sorted by position size