Summit Place Financial 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 | $2.27M | Sell |
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|
2025
Q2 | $2.55M | Buy |
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|
2025
Q1 | $1.43M | Sell |
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|
2024
Q4 | $2.11M | Sell |
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|
2024
Q3 | $1.69M | Buy |
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|
2024
Q2 | $1.55M | Sell |
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|
2024
Q1 | $1.33M | Hold |
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|
2023
Q4 | $1.12M | Buy |
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|
2023
Q3 | $831K | Hold |
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|
2023
Q2 | $867K | Hold |
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|
2023
Q1 | $642K | Hold |
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|
2022
Q4 | $559K | Hold |
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|
2022
Q3 | $444K | Hold |
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|
2022
Q2 | $486K | Hold |
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|
2022
Q1 | $630K | Hold |
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|
2021
Q4 | $665K | Hold |
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|
2021
Q3 | $485K | Buy |
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