Pin Oak Investment Advisors’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25K | Hold |
150
| – | – | 0.02% | 252 |
|
|
2025
Q1 | $25K | Hold |
150
| – | – | 0.02% | 246 |
|
|
2024
Q4 | $26K | Hold |
150
| – | – | 0.02% | 245 |
|
|
2024
Q3 | $25K | Hold |
150
| – | – | 0.02% | 248 |
|
|
2024
Q2 | $24K | Sell |
150
-450
| -75% | -$72K | 0.02% | 239 |
|
|
2024
Q1 | $80K | Hold |
600
| – | – | 0.08% | 149 |
|
|
2023
Q4 | $67K | Hold |
600
| – | – | 0.07% | 147 |
|
|
2023
Q3 | $50K | Sell |
600
-1,210
| -67% | -$101K | 0.06% | 159 |
|
|
2023
Q2 | $157K | Buy |
1,810
+100
| +6% | +$8.67K | 0.17% | 92 |
|
|
2023
Q1 | $110K | Buy |
1,710
+1,660
| +3,320% | +$107K | 0.14% | 108 |
|
|
2022
Q4 | $3K | Buy |
+50
| New | +$3K | ﹤0.01% | 374 |
|
|
2020
Q1 | – | Sell |
-1,050
| Closed | -$33K | – | 398 |
|
|
2019
Q4 | $33K | Hold |
1,050
| – | – | 0.03% | 208 |
|
|
2019
Q3 | $29K | Sell |
1,050
-150
| -13% | -$4.14K | 0.02% | 223 |
|
|
2019
Q2 | $35K | Buy |
+1,200
| New | +$35K | 0.03% | 217 |
|