Pinkerton Retirement Specialists’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$10.1M Buy
36,793
+7,221
+24% +$1.99M 1.21% 18
2025
Q1
$4.95M Sell
29,572
-2,142
-7% -$359K 0.64% 29
2024
Q4
$7.35M Sell
31,714
-6,730
-18% -$1.56M 1.07% 22
2024
Q3
$6.63M Buy
38,444
+3,694
+11% +$637K 0.96% 26
2024
Q2
$5.58M Buy
34,750
+710
+2% +$114K 0.86% 23
2024
Q1
$4.51M Sell
34,040
-3,260
-9% -$432K 0.73% 27
2023
Q4
$4.16M Sell
37,300
-2,780
-7% -$310K 0.8% 22
2023
Q3
$3.33M Sell
40,080
-2,230
-5% -$185K 0.72% 26
2023
Q2
$3.67M Buy
42,310
+5,390
+15% +$468K 0.73% 27
2023
Q1
$2.37M Buy
+36,920
New +$2.37M 0.44% 60
2022
Q3
Sell
-4,330
Closed -$210K 117
2022
Q2
$210K Buy
+4,330
New +$210K 0.06% 94
2017
Q1
Sell
-11,490
Closed -$203K 152
2016
Q4
$203K Sell
11,490
-280
-2% -$4.95K 0.09% 85
2016
Q3
$203K Sell
11,770
-6,370
-35% -$110K 0.09% 104
2016
Q2
$282K Buy
18,140
+14,350
+379% +$223K 0.14% 69
2016
Q1
$7K Buy
+3,790
New +$7K ﹤0.01% 105