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Summit Financial Strategies’s Broadcom AVGO Stock Holding History

Summit Financial Strategies’s Portfolio AVGO Stock Details AVGO Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,251
Closed -$209K – 156
2025
Q1 		$209K Buy
+1,251
New +$209K 0.02% 138