SSG
Summit Securities Group’s Broadcom AVGO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Hold |
0
| – | – | – | 951 |
|
2025
Q1 | – | Sell |
-244,800
| Closed | -$56.8M | – | 654 |
|
2024
Q4 | $56.8M | Buy |
244,800
+240,700
| +5,871% | +$55.8M | 11.7% | 1 |
|
2024
Q3 | $707K | Buy |
4,100
+3,239
| +376% | +$559K | 0.19% | 31 |
|
2024
Q2 | $1.38M | Buy |
861
+261
| +44% | +$419K | 0.26% | 21 |
|
2024
Q1 | $795K | Sell |
600
-12,138
| -95% | -$16.1M | 0.13% | 22 |
|
2023
Q4 | $14.2M | Buy |
12,738
+12,692
| +27,591% | +$14.2M | 1.28% | 3 |
|
2023
Q3 | $38K | Sell |
46
-4,196
| -99% | -$3.47M | ﹤0.01% | 171 |
|
2023
Q2 | $3.68M | Buy |
4,242
+1,142
| +37% | +$991K | 0.48% | 11 |
|
2023
Q1 | $1.99M | Hold |
3,100
| – | – | 0.16% | 25 |
|
2022
Q4 | $1.73M | Buy |
3,100
+1,452
| +88% | +$812K | 0.07% | 38 |
|
2022
Q3 | $732K | Buy |
1,648
+247
| +18% | +$110K | 0.05% | 103 |
|
2022
Q2 | $681K | Sell |
1,401
-7,652
| -85% | -$3.72M | 0.08% | 84 |
|
2022
Q1 | $5.7M | Sell |
9,053
-3,911
| -30% | -$2.46M | 0.64% | 11 |
|
2021
Q4 | $8.63M | Buy |
12,964
+5,452
| +73% | +$3.63M | 0.4% | 23 |
|
2021
Q3 | $3.64M | Sell |
7,512
-13,209
| -64% | -$6.41M | 0.28% | 31 |
|
2021
Q2 | $9.88M | Sell |
20,721
-419
| -2% | -$200K | 0.82% | 7 |
|
2021
Q1 | $9.8M | Buy |
21,140
+8,840
| +72% | +$4.1M | 1.08% | 4 |
|
2020
Q4 | $5.39M | Buy |
12,300
+1,900
| +18% | +$832K | 0.45% | 21 |
|
2020
Q3 | $3.79M | Sell |
10,400
-2,800
| -21% | -$1.02M | 0.4% | 17 |
|
2020
Q2 | $4.17M | Buy |
13,200
+9,000
| +214% | +$2.84M | 0.52% | 11 |
|
2020
Q1 | $996K | Sell |
4,200
-24,100
| -85% | -$5.72M | 0.18% | 39 |
|
2019
Q4 | $8.94M | Buy |
28,300
+18,600
| +192% | +$5.88M | 0.68% | 13 |
|
2019
Q3 | $2.68M | Sell |
9,700
-7,700
| -44% | -$2.13M | 0.24% | 24 |
|
2019
Q2 | $5.01M | Sell |
17,400
-100
| -0.6% | -$28.8K | 0.58% | 6 |
|
2019
Q1 | $5.26M | Buy |
17,500
+9,100
| +108% | +$2.74M | 0.96% | 4 |
|
2018
Q4 | $2.14M | Sell |
8,400
-21,900
| -72% | -$5.57M | 0.19% | 28 |
|
2018
Q3 | $7.48M | Buy |
30,300
+18,900
| +166% | +$4.66M | 2.78% | 7 |
|
2018
Q2 | $2.77M | Buy |
11,400
+5,300
| +87% | +$1.29M | 0.4% | 17 |
|
2018
Q1 | $1.44M | Sell |
6,100
-11,400
| -65% | -$2.69M | 0.35% | 16 |
|
2017
Q4 | $4.5M | Buy |
17,500
+11,900
| +213% | +$3.06M | 0.53% | 15 |
|
2017
Q3 | $1.36M | Buy |
5,600
+3,500
| +167% | +$849K | 0.23% | 23 |
|
2017
Q2 | $489K | Sell |
2,100
-11,100
| -84% | -$2.58M | 0.09% | 94 |
|
2017
Q1 | $2.89M | Buy |
13,200
+1,261
| +11% | +$276K | 0.83% | 14 |
|
2016
Q4 | $2.11M | Buy |
+11,939
| New | +$2.11M | 0.46% | 37 |
|
2016
Q3 | – | Sell |
-1,968
| Closed | -$306K | – | 122 |
|
2016
Q2 | $306K | Buy |
+1,968
| New | +$306K | 0.16% | 140 |
|
2016
Q1 | – | Sell |
-5,200
| Closed | -$755K | – | 144 |
|
2015
Q4 | $755K | Buy |
5,200
+4,300
| +478% | +$624K | 0.24% | 68 |
|
2015
Q3 | $113K | Sell |
900
-1,300
| -59% | -$163K | 0.08% | 95 |
|
2015
Q2 | $292K | Sell |
2,200
-3,700
| -63% | -$491K | 0.14% | 53 |
|
2015
Q1 | $749K | Buy |
5,900
+5,700
| +2,850% | +$724K | 0.56% | 24 |
|
2014
Q4 | $20K | Sell |
200
-700
| -78% | -$70K | 0.01% | 348 |
|
2014
Q3 | $78K | Sell |
900
-1,200
| -57% | -$104K | 0.02% | 308 |
|
2014
Q2 | $151K | Buy |
+2,100
| New | +$151K | 0.05% | 188 |
|
2014
Q1 | – | Sell |
-406
| Closed | -$21K | – | 337 |
|
2013
Q4 | $21K | Buy |
406
+372
| +1,094% | +$19.2K | ﹤0.01% | 301 |
|
2013
Q3 | $1K | Buy |
+34
| New | +$1K | ﹤0.01% | 288 |
|