Summit Trail 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
Q2 | $201M | Buy |
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|
2025
Q1 | $116M | Buy |
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|
2024
Q4 | $157M | Buy |
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|
2024
Q3 | $115M | Buy |
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|
2024
Q2 | $106M | Sell |
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|
2024
Q1 | $87.9M | Buy |
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|
2023
Q4 | $73.5M | Buy |
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|
2023
Q3 | $54.7M | Buy |
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|
2023
Q2 | $56.8M | Sell |
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|
2023
Q1 | $42.2M | Buy |
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|
2022
Q4 | $36.6M | Buy |
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|
2022
Q3 | $29.1M | Buy |
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|
2022
Q2 | $31.7M | Sell |
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|
2022
Q1 | $41.5M | Sell |
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|
2021
Q4 | $43.9M | Sell |
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|
2021
Q3 | $32M | Buy |
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|
2021
Q2 | $31.2M | Buy |
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|
2021
Q1 | $30.3M | Buy |
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|
2020
Q4 | $28.5M | Sell |
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|
2020
Q3 | $24.6M | Buy |
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|
2020
Q2 | $20.5M | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $16.9M | Sell |
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|
2018
Q3 | $16.7M | Buy |
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|
2018
Q2 | $16.2M | Sell |
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|
2018
Q1 | $38K | Sell |
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|
2017
Q4 | $18.3M | Buy |
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