Summit Wealth Partners’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.78M | Hold |
6,473
| – | – | 0.34% | 54 |
|
|
2025
Q1 | $1.08M | Sell |
6,473
-630
| -9% | -$105K | 0.22% | 77 |
|
|
2024
Q4 | $1.65M | Buy |
7,103
+1,333
| +23% | +$309K | 0.34% | 61 |
|
|
2024
Q3 | $995K | Buy |
5,770
+780
| +16% | +$135K | 0.19% | 89 |
|
|
2024
Q2 | $801K | Buy |
4,990
+2,500
| +100% | +$401K | 0.17% | 96 |
|
|
2024
Q1 | $330K | Hold |
2,490
| – | – | 0.07% | 166 |
|
|
2023
Q4 | $278K | Buy |
+2,490
| New | +$278K | 0.06% | 173 |
|