Sierra Summit Advisors’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.8M | Sell |
10,142
-7,331
| -42% | -$2.02M | 0.5% | 38 |
|
|
2025
Q1 | $2.93M | Sell |
17,473
-3,014
| -15% | -$505K | 0.63% | 37 |
|
|
2024
Q4 | $4.75M | Buy |
20,487
+2,022
| +11% | +$469K | 0.95% | 33 |
|
|
2024
Q3 | $3.19M | Buy |
18,465
+3,285
| +22% | +$567K | 0.73% | 33 |
|
|
2024
Q2 | $2.44M | Buy |
15,180
+1,730
| +13% | +$278K | 0.6% | 37 |
|
|
2024
Q1 | $1.78M | Sell |
13,450
-2,780
| -17% | -$368K | 0.49% | 38 |
|
|
2023
Q4 | $1.81M | Buy |
+16,230
| New | +$1.81M | 0.53% | 40 |
|