Number of Shares
69,305.00
Current Holdings Value*
$11.60 Mil
% of Portfolio
4.53%
Total Estimate Gain
$21.59 Mil
% of Total Estimate Gain
421.66%

Bell & Brown Wealth Advisors, LLC's Broadcom Inc Holding Summary

As of 2025-03-31, Bell & Brown Wealth Advisors, LLC held 69,305.00 shares of Broadcom Inc(AVGO), totaling $11.60 Mil. This investment constitutes 4.53% of their stock portfolio, and Bell & Brown Wealth Advisors, LLC now holds 0% of the outstanding Broadcom Inc(AVGO) stock.

The initial trade took place in 2018Q3. And since then Bell & Brown Wealth Advisors, LLC has made 4 purchases of AVGO, at an average price of $26.08, for a total of 196,300.00 shares. In addition, there have been 16 sales at an average price of $55.68 for 126,995.00 shares. Based on historical transaction data and AVGO's current price of $283.34, Bell & Brown Wealth Advisors, LLC's estimated gain on his AVGO holdings is $21.59 Mil, reflecting a 421.66% gain to date.

Bell & Brown Wealth Advisors, LLC AVGO ($283.34) Holding Chart

Bell & Brown Wealth Advisors, 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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