Summit Wealth Group’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $351K | Sell |
1,274
-264
| -17% | -$72.7K | 0.09% | 79 |
|
|
2025
Q1 | $258K | Sell |
1,538
-67
| -4% | -$11.2K | 0.08% | 87 |
|
|
2024
Q4 | $372K | Sell |
1,605
-235
| -13% | -$54.5K | 0.11% | 61 |
|
|
2024
Q3 | $317K | Hold |
1,840
| – | – | 0.09% | 73 |
|
|
2024
Q2 | $295K | Buy |
1,840
+40
| +2% | +$6.41K | 0.09% | 68 |
|
|
2024
Q1 | $239K | Hold |
1,800
| – | – | 0.16% | 42 |
|
|
2023
Q4 | $201K | Buy |
+1,800
| New | +$201K | 0.16% | 42 |
|
|
2023
Q2 | – | Sell |
-1,154,770
| Closed | – | – | 92 |
|
|
2023
Q1 | $0 | Buy |
+1,154,770
| New | – | ﹤0.01% | 161 |
|
|
2021
Q3 | – | Sell |
-2,280
| Closed | -$109K | – | 57 |
|
|
2021
Q2 | $109K | Hold |
2,280
| – | – | 0.16% | 39 |
|
|
2021
Q1 | $106K | Buy |
+2,280
| New | +$106K | 0.17% | 32 |
|