Number of Shares
114,405.00
Current Holdings Value*
$19.15 Mil
% of Portfolio
0.72%
Total Estimate Gain
$14.32 Mil
% of Total Estimate Gain
67.76%

Arkadios Wealth Advisors's Broadcom Inc Holding Summary

As of 2025-03-31, Arkadios Wealth Advisors held 114,405.00 shares of Broadcom Inc(AVGO), totaling $19.15 Mil. This investment constitutes 0.72% of their stock portfolio, and Arkadios Wealth Advisors now holds 0% of the outstanding Broadcom Inc(AVGO) stock.

The initial trade took place in 2019Q4. And since then Arkadios Wealth Advisors has made 14 purchases of AVGO, at an average price of $139.13, for a total of 151,890.00 shares. In addition, there have been 7 sales at an average price of $95.48 for 37,485.00 shares. Based on historical transaction data and AVGO's current price of $278.59, Arkadios Wealth Advisors's estimated gain on his AVGO holdings is $14.32 Mil, reflecting a 67.76% gain to date.

Arkadios Wealth Advisors AVGO ($278.59) Holding Chart

Arkadios Wealth Advisors AVGO ($278.59) 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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