SFWA
Summit Financial Wealth Advisors’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.14M | Sell |
6,825
-30
| -0.4% | -$5.02K | 0.23% | 55 |
|
|
2024
Q4 | $1.49M | Sell |
6,855
-75
| -1% | -$16.3K | 0.29% | 47 |
|
|
2024
Q3 | $1.2M | Buy |
6,930
+6,244
| +910% | +$1.08M | 0.22% | 52 |
|
|
2024
Q2 | $1.1M | Buy |
686
+14
| +2% | +$22.5K | 0.22% | 52 |
|
|
2024
Q1 | $891K | Sell |
672
-100
| -13% | -$133K | 0.18% | 56 |
|
|
2023
Q4 | $862K | Sell |
772
-67
| -8% | -$74.8K | 0.2% | 58 |
|
|
2023
Q3 | $753K | Sell |
839
-109
| -11% | -$97.9K | 0.19% | 58 |
|
|
2023
Q2 | $822K | Sell |
948
-69
| -7% | -$59.9K | 0.19% | 58 |
|
|
2023
Q1 | $652K | Hold |
1,017
| – | – | 0.15% | 68 |
|
|
2022
Q4 | $569K | Hold |
1,017
| – | – | 0.14% | 76 |
|
|
2022
Q3 | $463K | Sell |
1,017
-246
| -19% | -$112K | 0.13% | 76 |
|
|
2022
Q2 | $648K | Buy |
1,263
+96
| +8% | +$49.3K | 0.15% | 66 |
|
|
2022
Q1 | $735K | Sell |
1,167
-148
| -11% | -$93.2K | 0.15% | 64 |
|
|
2021
Q4 | $882K | Buy |
1,315
+35
| +3% | +$23.5K | 0.17% | 59 |
|
|
2021
Q3 | $621K | Buy |
1,280
+25
| +2% | +$12.1K | 0.14% | 69 |
|
|
2021
Q2 | $598K | Sell |
1,255
-17,757
| -93% | -$8.46M | 0.14% | 72 |
|
|
2021
Q1 | $8.32M | Sell |
19,012
-313
| -2% | -$137K | 2.12% | 12 |
|
|
2020
Q4 | $7.04M | Buy |
19,325
+115
| +0.6% | +$41.9K | 1.92% | 15 |
|
|
2020
Q3 | $6.75M | Sell |
19,210
-324
| -2% | -$114K | 1.8% | 17 |
|
|
2020
Q2 | $6.24M | Buy |
19,534
+386
| +2% | +$123K | 1.66% | 17 |
|
|
2020
Q1 | $4.83M | Sell |
19,148
-1,715
| -8% | -$433K | 1.52% | 19 |
|
|
2019
Q4 | $6.45M | Sell |
20,863
-1,054
| -5% | -$326K | 1.57% | 16 |
|
|
2019
Q3 | $6.16M | Buy |
21,917
+1,488
| +7% | +$418K | 1.51% | 15 |
|
|
2019
Q2 | $5.88M | Buy |
20,429
+4,079
| +25% | +$1.17M | 1.44% | 16 |
|
|
2019
Q1 | $4.97M | Buy |
+16,350
| New | +$4.97M | 1.31% | 20 |
|