Summit Financial’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28.4M | Buy |
103,163
+7,077
| +7% | +$1.95M | 0.64% | 27 |
|
|
2025
Q1 | $16.1M | Buy |
96,086
+3,209
| +3% | +$537K | 0.45% | 40 |
|
|
2024
Q4 | $21.5M | Buy |
92,877
+4,299
| +5% | +$997K | 0.76% | 19 |
|
|
2024
Q3 | $15.3M | Buy |
88,578
+6,938
| +8% | +$1.2M | 0.6% | 26 |
|
|
2024
Q2 | $13.1M | Buy |
81,640
+15,250
| +23% | +$2.45M | 0.6% | 23 |
|
|
2024
Q1 | $8.8M | Sell |
66,390
-20,480
| -24% | -$2.71M | 0.52% | 24 |
|
|
2023
Q4 | $9.7M | Buy |
86,870
+3,360
| +4% | +$375K | 0.63% | 20 |
|
|
2023
Q3 | $6.94M | Buy |
83,510
+4,290
| +5% | +$356K | 0.51% | 25 |
|
|
2023
Q2 | $6.87M | Buy |
79,220
+56,600
| +250% | +$4.91M | 0.5% | 25 |
|
|
2023
Q1 | $1.45M | Buy |
22,620
+930
| +4% | +$59.7K | 0.13% | 84 |
|
|
2022
Q4 | $1.21M | Buy |
21,690
+4,160
| +24% | +$233K | 0.11% | 97 |
|
|
2022
Q3 | $779K | Buy |
17,530
+7,750
| +79% | +$344K | 0.07% | 128 |
|
|
2022
Q2 | $475K | Buy |
9,780
+3,870
| +65% | +$188K | 0.04% | 159 |
|
|
2022
Q1 | $372K | Sell |
5,910
-690
| -10% | -$43.4K | 0.03% | 206 |
|
|
2021
Q4 | $439K | Buy |
6,600
+920
| +16% | +$61.2K | 0.03% | 178 |
|
|
2021
Q3 | $275K | Buy |
+5,680
| New | +$275K | 0.02% | 194 |
|