Summit Wealth Group’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 | $422K | Buy |
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|
2025
Q2 | $351K | Sell |
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|
2025
Q1 | $258K | Sell |
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|
2024
Q4 | $372K | Sell |
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|
2024
Q3 | $317K | Hold |
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|
2024
Q2 | $295K | Buy |
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|
2024
Q1 | $239K | Hold |
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|
2023
Q4 | $201K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $0 | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $109K | Hold |
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|
2021
Q1 | $106K | Buy |
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