Ownership history in Whelan Financial · 9 quarters on record
This page tracks every 13F SEC filing in which Whelan Financial reported a position in BROADCOM INC (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 | 5,284 | -62 | -1.2% | 0.57% | $1.8M | $346.10 |
| 2025 Q3 | ADDED | 5,346 | +1,073 | +25.1% | 0.56% | $1.8M | $329.28 |
| 2025 Q2 | REDUCED | 4,273 | -151 | -3.4% | 0.43% | $1.2M | $274.65 |
| 2025 Q1 | REDUCED | 4,424 | -169 | -3.7% | 0.29% | $741K | $166.43 |
| 2024 Q4 | ADDED | 4,593 | +1,551 | +51.0% | 0.42% | $1.1M | $229.76 |
| 2024 Q3 | ADDED | 3,042 | +2,765 | +998.2% | 0.22% | $525K | $170.50 |
| 2024 Q2 | ADDED | 277 | +15 | +5.7% | 0.20% | $445K | $158.17 |
| 2024 Q1 | ADDED | 262 | +60 | +29.7% | 0.16% | $347K | $130.16 |
| 2023 Q4 | INITIATED | 202 | — | — | 0.11% | $225K | — |
As of 2025 Q4 — sorted by position size