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Fairhaven Wealth Management, LLC

SEC CIK
0001767056
Latest filing
Feb 4, 2025

AVGO holding history

Broadcom Inc. in every 13F filed by Fairhaven Wealth Management, LLC, 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 Q4 2024 holdings

Shares (Q4 2024)
6,812
Value
$1.58M
% of portfolio
0.5%
Quarters held
15
Since Q1 2021
Holdings of AVGO by Fairhaven Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20246,812$1.58M0.5%+102+1.5%AddedHolders
Q3 20246,710$1.16M0.4%+40+0.6%AddedConverted for a 10-for-1 splitHolders
Q2 2024667$1.07M0.4%+14+2.1%AddedHolders
Q1 2024653$865.5K0.3%00.0%UnchangedHolders
Q4 2023653$728.9K0.3%00.0%UnchangedHolders
Q3 2023653$542.4K0.2%00.0%UnchangedHolders
Q2 2023653$566.4K0.2%–No prior filingHolders
Q1 2023––––Not filedHolders
Q4 2022653$365.1K0.2%−127−16.3%ReducedHolders
Q3 2022780$346.0K0.2%00.0%UnchangedHolders
Q2 2022780$379.0K0.2%00.0%UnchangedHolders
Q1 2022780$491.0K0.2%00.0%UnchangedHolders
Q4 2021780$519.0K0.2%−4−0.5%ReducedHolders
Q3 2021784$380.0K0.2%−3−0.4%ReducedHolders
Q2 2021787$375.0K0.1%−33−4.0%ReducedHolders
Q1 2021820$380.0K0.2%––Holders

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