Summit Wealth & Retirement Planning’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.76M | Buy |
6,378
+3,568
| +127% | +$984K | 0.47% | 29 |
|
|
2025
Q1 | $470K | Buy |
2,810
+680
| +32% | +$114K | 0.14% | 47 |
|
|
2024
Q4 | $494K | Buy |
+2,130
| New | +$494K | 0.15% | 42 |
|
|
2023
Q2 | – | Sell |
-6,300
| Closed | -$404K | – | 61 |
|
|
2023
Q1 | $404K | Sell |
6,300
-3,420
| -35% | -$219K | 0.15% | 62 |
|
|
2022
Q4 | $543K | Buy |
+9,720
| New | +$543K | 0.22% | 58 |
|