Summit Financial Wealth Advisors, LLC Broadcom Inc. Transaction History

Summit Financial Wealth Advisors, LLC

$495 Million
Q1 2025

A detailed history of Summit Financial Wealth Advisors, LLC transactions in Broadcom Inc. stock. As of the latest transaction made, Summit Financial Wealth Advisors, LLC holds 6,825 shares of AVGO stock, worth $2.07 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares

6,825

Previous 6,855 0.44%

Holding current value

$2.07 Million

Previous $1.59 Million 28.13%

% of portfolio

0.23%

Previous 0.32%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	$167.43 - $244.7 $5,022 - $7,341	-30 Reduced 0.44%	6,825 $1.14 Million
Q4 2024 Feb 13, 2025	SELL	$159.67 - $250.0 $11,975 - $18,750	-75 Reduced 1.08%	6,855 $1.59 Million
Q3 2024 Nov 13, 2024	BUY	$136.27 - $1745.86 $850,869 - $10.9 Million	6,244 Added 910.2%	6,930 $1.2 Million
Q2 2024 Aug 12, 2024	BUY	$1204.71 - $1828.87 $16,865 - $25,604	14 Added 2.08%	686 $1.1 Million
Q1 2024 May 02, 2024	SELL	$1049.01 - $1407.01 $104,901 - $140,701	-100 Reduced 12.95%	672 $890,000
Q4 2023 Jan 19, 2024	SELL	$814.83 - $1147.0 $54,593 - $76,849	-67 Reduced 7.99%	772 $861,000
Q3 2023 Nov 13, 2023	SELL	$808.36 - $922.89 $88,111 - $100,595	-109 Reduced 11.5%	839 $696,000
Q2 2023 Jul 12, 2023	SELL	$610.16 - $886.18 $42,101 - $61,146	-69 Reduced 6.78%	948 $822,000
Q3 2022 Oct 28, 2022	SELL	$444.01 - $1748.97 $109,226 - $430,246	-246 Reduced 19.48%	1,017 $463,000
Q2 2022 Jul 26, 2022	BUY	$485.81 - $634.85 $46,637 - $60,945	96 Added 8.23%	1,263 $648,000
Q1 2022 May 06, 2022	SELL	$533.23 - $670.92 $78,918 - $99,296	-148 Reduced 11.25%	1,167 $735,000
Q4 2021 Jan 12, 2022	BUY	$475.95 - $674.28 $16,658 - $23,599	35 Added 2.73%	1,315 $882,000
Q3 2021 Nov 05, 2021	BUY	$465.67 - $509.74 $11,641 - $12,743	25 Added 1.99%	1,280 $621,000
Q2 2021 Aug 09, 2021	SELL	$422.38 - $488.48 $7.5 Million - $8.67 Million	-17,757 Reduced 93.4%	1,255 $598,000
Q1 2021 Apr 23, 2021	SELL	$421.25 - $489.96 $131,851 - $153,357	-313 Reduced 1.62%	19,012 $8.32 Million
Q4 2020 Jan 11, 2021	BUY	$347.21 - $437.85 $39,929 - $50,352	115 Added 0.6%	19,325 $7.04 Million
Q3 2020 Nov 09, 2020	SELL	$305.79 - $375.01 $99,075 - $121,503	-324 Reduced 1.66%	19,210 $6.75 Million
Q2 2020 Jul 16, 2020	BUY	$223.63 - $318.71 $86,321 - $123,022	386 Added 2.02%	19,534 $6.24 Million
Q1 2020 Apr 29, 2020	SELL	$167.87 - $324.7 $287,897 - $556,860	-1,715 Reduced 8.22%	19,148 $4.83 Million
Q4 2019 Jan 28, 2020	SELL	$270.07 - $327.8 $284,653 - $345,501	-1,054 Reduced 4.81%	20,863 $6.45 Million
Q3 2019 Nov 05, 2019	BUY	$266.44 - $303.77 $396,462 - $452,009	1,488 Added 7.28%	21,917 $6.16 Million
Q2 2019 Jul 16, 2019	BUY	$251.64 - $320.53 $1.03 Million - $1.31 Million	4,079 Added 24.95%	20,429 $5.88 Million
Q1 2019 May 01, 2019	BUY	$230.96 - $300.71 $3.78 Million - $4.92 Million	16,350 New	16,350 $4.97 Million

Others Institutions Holding AVGO

# of Institutions

4,533

Shares Held

3.1B

Call Options Held

71.1M

Put Options Held

90.1M

View Full List

About Broadcom Inc.

Ticker AVGO
Exchange NASDAQ
Sector Technology
Industry Semiconductors
Shares Outstandng 405,008,000
Market Cap $123B
Description
Broadcom Inc. designs, develops, and supplies various semiconductor devices with a focus on complex digital and mixed signal complementary metal oxide semiconductor based devices and analog III-V based products worldwide. The company operates in two segments, Semiconductor Solutions and Infrastructure Software. It provides set-top box system-on-...

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Summit Financial Wealth Advisors, LLC Broadcom Inc. Transaction History