Beta Wealth Group, Inc.'s ownership history for AVGO

Beta Wealth Group, Inc. currently holds 1.1K shares with a market value of $374.1K. It started holding AVGO on 2024-09-30. At its peak, it held 4.9K shares on 2024-09-30. Its highest holding value was $845.5K on 2024-09-30. At its lowest, it held 1.1K shares on 2025-09-30, with a value of $313.7K on 2025-06-30. In the recent 180 days, Beta Wealth Group, Inc. has decreased its shares by 964.