Pin Oak Investment Advisors’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$196K Buy
2025
Q2
$25K Hold
2025
Q1
$25K Hold
2024
Q4
$26K Hold
2024
Q3
$25K Hold
2024
Q2
$24K Sell
2024
Q1
$80K Hold
2023
Q4
$67K Hold
2023
Q3
$50K Sell
2023
Q2
$157K Buy
2023
Q1
$110K Buy
2022
Q4
$3K Buy
2020
Q1
Sell
2019
Q4
$33K Hold
2019
Q3
$29K Sell
2019
Q2
$35K Buy