Pinion 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 | $2.91M | Sell |
10,567
-19,445
| -65% | -$5.36M | 1% | 21 |
|
|
2025
Q1 | $5.02M | Buy |
30,012
+14,804
| +97% | +$2.48M | 1.11% | 19 |
|
|
2024
Q4 | $3.53M | Sell |
15,208
-776
| -5% | -$180K | 1.4% | 11 |
|
|
2024
Q3 | $2.76M | Buy |
15,984
+784
| +5% | +$135K | 1.15% | 15 |
|
|
2024
Q2 | $2.44M | Buy |
15,200
+400
| +3% | +$64.2K | 1.21% | 14 |
|
|
2024
Q1 | $1.96M | Buy |
14,800
+490
| +3% | +$64.9K | 1.02% | 15 |
|
|
2023
Q4 | $1.6M | Sell |
14,310
-1,800
| -11% | -$201K | 0.96% | 18 |
|
|
2023
Q3 | $1.34M | Buy |
16,110
+1,440
| +10% | +$120K | 0.87% | 19 |
|
|
2023
Q2 | $1.27M | Buy |
14,670
+2,840
| +24% | +$246K | 0.86% | 18 |
|
|
2023
Q1 | $759K | Buy |
+11,830
| New | +$759K | 0.71% | 28 |
|
|
2022
Q2 | – | Sell |
-3,390
| Closed | -$213K | – | 158 |
|
|
2022
Q1 | $213K | Buy |
3,390
+300
| +10% | +$18.9K | 0.15% | 159 |
|
|
2021
Q4 | $206K | Buy |
+3,090
| New | +$206K | 0.14% | 154 |
|