Summit Financial Wealth Advisors’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.75M | Buy |
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|
2025
Q2 | $2.07M | Buy |
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|
2025
Q1 | $1.14M | Sell |
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|
2024
Q4 | $1.49M | Sell |
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|
2024
Q3 | $1.2M | Buy |
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|
2024
Q2 | $1.1M | Buy |
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|
2024
Q1 | $891K | Sell |
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|
2023
Q4 | $862K | Sell |
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|
2023
Q3 | $753K | Sell |
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|
2023
Q2 | $822K | Sell |
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|
2023
Q1 | $652K | Hold |
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|
2022
Q4 | $569K | Hold |
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|
2022
Q3 | $463K | Sell |
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|
2022
Q2 | $648K | Buy |
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|
2022
Q1 | $735K | Sell |
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|
2021
Q4 | $882K | Buy |
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|
2021
Q3 | $621K | Buy |
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|
2021
Q2 | $598K | Sell |
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|
2021
Q1 | $8.32M | Sell |
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|
2020
Q4 | $7.04M | Buy |
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|
2020
Q3 | $6.75M | Sell |
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|
2020
Q2 | $6.24M | Buy |
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|
2020
Q1 | $4.83M | Sell |
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|
2019
Q4 | $6.45M | Sell |
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|
2019
Q3 | $6.16M | Buy |
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|
2019
Q2 | $5.88M | Buy |
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|
2019
Q1 | $4.97M | Buy |
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