Summit Financial Wealth Advisors, LLC Broadcom Inc. Transaction History

Summit Financial Wealth Advisors, LLC

  • $440 Million
  • Q2 2024

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 686 shares of AVGO stock, worth $116,462. This represents 0.25% of its overall portfolio holdings.

Number of Shares
686
Previous 672 2.08%
Holding current value
$116,462
Previous $890,000 23.71%
% of portfolio
0.25%
Previous 0.2%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
3,641
Shares Held
545M
Call Options Held
7.89M
Put Options Held
8.19M
View Full List

About Broadcom Inc.

AVGO Quotes by TradingView
  • Ticker AVGO
  • Exchange NASDAQ
  • Sector Technology
  • Industry Semiconductors
  • Shares Outstandng 405,008,000
  • Market Cap $68.8B
  • 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-...
More about AVGO
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