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Livermore
Livermore
ZHEN

Centric Wealth Management

SEC CIK
0001752761
Latest filing
Aug 6, 2026

AVGO holding history

Broadcom Inc. in every 13F filed by Centric Wealth Management, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AVGO overviewAll 13F holders of AVGOFull Q2 2026 holdings

Shares (Q2 2026)
6,582
Value
$2.74M
% of portfolio
0.4%
Quarters held
22
Since Q1 2021
Holdings of AVGO by Centric Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,582$2.74M0.4%00.0%UnchangedHolders
Q1 20266,582$2.74M0.5%+294+4.7%AddedHolders
Q4 20256,288$2.08M0.4%00.0%UnchangedHolders
Q3 20256,288$2.32M0.5%+189+3.1%AddedHolders
Q2 20256,099$1.86M0.4%−120−1.9%ReducedHolders
Q1 20256,219$1.04M0.3%+200+3.3%AddedHolders
Q4 20246,019$1.40M0.4%00.0%UnchangedHolders
Q3 20246,019$1.08M0.3%−54,171−90.0%ReducedConverted for a 10-for-1 splitHolders
Q2 20246,019$912.7K0.3%+5,420+904.8%AddedHolders
Q1 2024599$779.1K0.2%+20+3.5%AddedHolders
Q4 2023579$719.5K0.2%+9+1.6%AddedHolders
Q3 2023570$473.5K0.2%00.0%UnchangedHolders
Q2 2023570$500.4K0.2%−19−3.2%ReducedHolders
Q1 2023589$378.0K0.2%+1+0.2%AddedHolders
Q4 2022588$328.7K0.2%+2+0.3%AddedHolders
Q3 2022586$260.0K0.1%−1−0.2%ReducedHolders
Q2 2022587$285.0K0.1%−17−2.8%ReducedHolders
Q1 2022604$380.0K0.1%+22+3.8%AddedHolders
Q4 2021582$387.0K0.1%+9+1.6%AddedHolders
Q3 2021573$278.0K0.1%00.0%UnchangedHolders
Q2 2021573$273.0K0.1%−23−3.9%ReducedHolders
Q1 2021596$276.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.