BKM Wealth Management, LLC AVGO Holdings History
BKM Wealth Management, LLC's Broadcom Inc Holding Summary
As of 2025-03-31, BKM Wealth Management, LLC held 16,702.00 shares of Broadcom Inc(AVGO), totaling $2.80 Mil. This investment constitutes 1.15% of their stock portfolio, and BKM Wealth Management, LLC now holds 0% of the outstanding Broadcom Inc(AVGO) stock.
The initial trade took place in 2023Q4. And since then BKM Wealth Management, LLC has made 3 purchases of AVGO, at an average price of $177.56, for a total of 16,962.00 shares. In addition, there have been 1 sales at an average price of $123.90 for 260.00 shares. Based on historical transaction data and AVGO's current price of $283.34, BKM Wealth Management, LLC's estimated gain on his AVGO holdings is $1.75 Mil, reflecting a 58.20% gain to date.
BKM Wealth Management, LLC AVGO ($283.34) Holding Chart
BKM Wealth Management, LLC AVGO ($283.34) 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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