Summitry LLC’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.08M Buy
3,909
+356
+10% +$98.1K 0.05% 62
2025
Q1
$595K Buy
3,553
+152
+4% +$25.4K 0.03% 71
2024
Q4
$788K Sell
3,401
-1,169
-26% -$271K 0.04% 64
2024
Q3
$788K Buy
4,570
+2,860
+167% +$493K 0.04% 66
2024
Q2
$275K Sell
1,710
-300
-15% -$48.2K 0.01% 92
2024
Q1
$266K Buy
2,010
+160
+9% +$21.2K 0.01% 92
2023
Q4
$207K Buy
+1,850
New +$207K 0.01% 88