SUMMIT FINANCIAL WEALTH ADVISORS, LLC – Broadcom Inc. Transaction History
SUMMIT FINANCIAL WEALTH ADVISORS, LLC portfolio value:
$463,000
portfolio value
SUMMIT FINANCIAL WEALTH ADVISORS, LLC quarter portfolio value change:
-8.60%
quarter
Broadcom Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -19.48% | -246 shares | -185K | $444.01 | 1.01K |
| Q2 2022 | share | Increase | +8.23% | 96 shares | -87K | $485.81 | 1.26K |
| Q1 2022 | share | Decrease | -11.25% | -148 shares | -147K | $629.68 | 1.16K |
| Q4 2021 | share | Increase | +2.73% | 35 shares | 261K | $665.08 | 1.31K |
| Q3 2021 | share | Increase | +1.99% | 25 shares | 23K | $484.93 | 1.28K |
| Q2 2021 | share | Decrease | -93.40% | -17.75K shares | -7.72M | $473.37 | 1.25K |
| Q1 2021 | share | Decrease | -1.62% | -313 shares | 1.28M | $456.75 | 19.01K |
| Q4 2020 | share | Increase | +0.60% | 115 shares | 292K | $428.07 | 19.32K |
| Q3 2020 | share | Decrease | -1.66% | -324 shares | 506K | $353.26 | 19.21K |
| Q2 2020 | share | Increase | +2.02% | 386 shares | 1.40M | $303.23 | 19.53K |
| Q1 2020 | share | Decrease | -8.22% | -1.71K shares | -1.61M | $225.38 | 19.14K |
| Q4 2019 | share | Decrease | -4.81% | -1.05K shares | 290K | $295.4 | 20.86K |
| Q3 2019 | share | Increase | +7.28% | 1.48K shares | 276K | $255.45 | 21.91K |
| Q2 2019 | share | Increase | +24.95% | 4.07K shares | 907K | $263.9 | 20.42K |
| Q1 2019 | share | Increase | 0.00% | 16.35K shares | 4.97M | $273.04 | 16.35K |