Number of Shares
57,355.00
Current Holdings Value*
$11.44 Mil
% of Portfolio
2.08%
Total Estimate Gain
$8.23 Mil
% of Total Estimate Gain
77.89%

AB Tax-Managed Wealth Appreciation Strategy's Broadcom Inc Holding Summary

As of 2025-02-28, AB PORTFOLIOS held 57,355.00 shares of Broadcom Inc(AVGO), totaling $11.44 Mil. This investment constitutes 2.08% of their stock portfolio, and AB PORTFOLIOS now holds 0% of the outstanding Broadcom Inc(AVGO) stock.

The initial trade took place in 2019Q4. And since then AB Tax-Managed Wealth Appreciation Strategy has made 7 purchases of AVGO, at an average price of $59.10, for a total of 178,845.00 shares. In addition, there have been 1 sales at an average price of $25.33 for 121,490.00 shares. Based on historical transaction data and AVGO's current price of $274.18, AB Tax-Managed Wealth Appreciation Strategy's estimated gain on his AVGO holdings is $8.23 Mil, reflecting a 77.89% gain to date.

AB Tax-Managed Wealth Appreciation Strategy AVGO ($274.18) Holding Chart

AB Tax-Managed Wealth Appreciation Strategy AVGO ($274.18) 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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