Summit Global Investments’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $314K | Sell |
1,138
-1,053
| -48% | -$291K | 0.02% | 383 |
|
|
2025
Q1 | $367K | Buy |
2,191
+44
| +2% | +$7.37K | 0.03% | 338 |
|
|
2024
Q4 | $498K | Sell |
2,147
-6,907
| -76% | -$1.6M | 0.03% | 364 |
|
|
2024
Q3 | $1.56M | Sell |
9,054
-5,806
| -39% | -$1M | 0.1% | 158 |
|
|
2024
Q2 | $2.39M | Buy |
14,860
+8,850
| +147% | +$1.42M | 0.16% | 115 |
|
|
2024
Q1 | $797K | Buy |
6,010
+3,310
| +123% | +$439K | 0.06% | 255 |
|
|
2023
Q4 | $302K | Buy |
+2,700
| New | +$302K | 0.02% | 426 |
|
|
2023
Q2 | – | Sell |
-111,770
| Closed | -$7.17M | – | 537 |
|
|
2023
Q1 | $7.17M | Buy |
111,770
+19,480
| +21% | +$1.25M | 0.55% | 42 |
|
|
2022
Q4 | $5.16M | Buy |
92,290
+800
| +0.9% | +$44.7K | 0.44% | 70 |
|
|
2022
Q3 | $4.06M | Buy |
91,490
+58,340
| +176% | +$2.59M | 0.38% | 80 |
|
|
2022
Q2 | $1.61M | Buy |
33,150
+800
| +2% | +$38.9K | 0.14% | 154 |
|
|
2022
Q1 | $2.04M | Sell |
32,350
-26,500
| -45% | -$1.67M | 0.15% | 145 |
|
|
2021
Q4 | $3.92M | Sell |
58,850
-24,760
| -30% | -$1.65M | 0.25% | 86 |
|
|
2021
Q3 | $4.06M | Buy |
+83,610
| New | +$4.06M | 0.3% | 74 |
|
|
2018
Q2 | – | Sell |
-21,430
| Closed | -$505K | – | 257 |
|
|
2018
Q1 | $505K | Buy |
21,430
+2,960
| +16% | +$69.8K | 0.08% | 237 |
|
|
2017
Q4 | $474K | Buy |
+18,470
| New | +$474K | 0.07% | 247 |
|