1919 Socially Responsive Balanced Fund AVGO Holdings History
1919 Socially Responsive Balanced Fund's Broadcom Inc Holding Summary
As of 2023-12-31, Trust for Advised Portfolios held 136,860.00 shares of Broadcom Inc(AVGO), totaling $15.28 Mil. This investment constitutes 2.99% of their stock portfolio, and Trust for Advised Portfolios now holds 0% of the outstanding Broadcom Inc(AVGO) stock.
The initial trade took place in 2020Q1. And since then 1919 Socially Responsive Balanced Fund has made 7 purchases of AVGO, at an average price of $38.02, for a total of 161,160.00 shares. In addition, there have been 3 sales at an average price of $74.42 for 24,300.00 shares. Based on historical transaction data and AVGO's current price of $279.88, 1919 Socially Responsive Balanced Fund's estimated gain on his AVGO holdings is $33.99 Mil, reflecting a 554.70% gain to date.
1919 Socially Responsive Balanced Fund AVGO ($279.88) Holding Chart
1919 Socially Responsive Balanced Fund AVGO ($279.88) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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