AVGO BROADCOM INC COM

Ownership history in WEST PACES ADVISORS INC.  ·  10 quarters on record

This page tracks every 13F SEC filing in which WEST PACES ADVISORS INC. 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
0.91% (2024 Q4)
Avg. % of fund
0.64%
First filed
2023 Q3
Last filed
2025 Q4
Quarters held
10
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 11,474 -84 -0.7% 0.77% $4.0M $346.10
2025 Q3 REDUCED 11,558 -1,041 -8.3% 0.76% $3.8M $329.28
2025 Q2 REDUCED 12,599 -902 -6.7% 0.74% $3.5M $274.65
2025 Q1 REDUCED 13,501 -2,493 -15.6% 0.51% $2.3M $166.43
2024 Q4 REDUCED 15,994 -946 -5.6% 0.91% $3.7M $229.76
2024 Q3 ADDED 16,940 +15,277 +918.6% 0.72% $2.9M $170.50
2024 Q2 REDUCED 1,663 -108 -6.1% 0.70% $2.7M $158.17
2024 Q1 REDUCED 1,771 -112 -5.9% 0.62% $2.3M $130.16
2023 Q4 ADDED 1,883 +1,361 +260.7% 0.59% $2.1M $109.16
2023 Q3 INITIATED 522 0.09% $92K
% of Fund (quarterly)    AVGO price (monthly, adj. close)
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