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 |
|