Summit Place Financial Advisors’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.55M | Buy |
9,238
+716
| +8% | +$197K | 1.28% | 34 |
|
|
2025
Q1 | $1.43M | Sell |
8,522
-585
| -6% | -$97.9K | 0.81% | 45 |
|
|
2024
Q4 | $2.11M | Sell |
9,107
-695
| -7% | -$161K | 1.2% | 36 |
|
|
2024
Q3 | $1.69M | Buy |
9,802
+122
| +1% | +$21K | 0.94% | 44 |
|
|
2024
Q2 | $1.55M | Sell |
9,680
-350
| -3% | -$56.2K | 0.92% | 44 |
|
|
2024
Q1 | $1.33M | Hold |
10,030
| – | – | 0.78% | 50 |
|
|
2023
Q4 | $1.12M | Buy |
10,030
+30
| +0.3% | +$3.35K | 0.73% | 52 |
|
|
2023
Q3 | $831K | Hold |
10,000
| – | – | 0.59% | 56 |
|
|
2023
Q2 | $867K | Hold |
10,000
| – | – | 0.56% | 58 |
|
|
2023
Q1 | $642K | Hold |
10,000
| – | – | 0.46% | 61 |
|
|
2022
Q4 | $559K | Hold |
10,000
| – | – | 0.46% | 64 |
|
|
2022
Q3 | $444K | Hold |
10,000
| – | – | 0.41% | 67 |
|
|
2022
Q2 | $486K | Hold |
10,000
| – | – | 0.41% | 73 |
|
|
2022
Q1 | $630K | Hold |
10,000
| – | – | 0.42% | 75 |
|
|
2021
Q4 | $665K | Hold |
10,000
| – | – | 0.46% | 66 |
|
|
2021
Q3 | $485K | Buy |
+10,000
| New | +$485K | 0.35% | 73 |
|