Number of Shares
45,927.00
Current Holdings Value*
$7.69 Mil
% of Portfolio
6.02%
Total Estimate Gain
$8.34 Mil
% of Total Estimate Gain
156.60%

Berry Wealth Group, LP's Broadcom Inc Holding Summary

As of 2025-03-31, Berry Wealth Group, LP held 45,927.00 shares of Broadcom Inc(AVGO), totaling $7.69 Mil. This investment constitutes 6.02% of their stock portfolio, and Berry Wealth Group, LP now holds 0% of the outstanding Broadcom Inc(AVGO) stock.

The initial trade took place in 2023Q4. And since then Berry Wealth Group, LP has made 1 purchases of AVGO, at an average price of $97.26, for a total of 54,760.00 shares. In addition, there have been 4 sales at an average price of $170.70 for 8,833.00 shares. Based on historical transaction data and AVGO's current price of $264.74, Berry Wealth Group, LP's estimated gain on his AVGO holdings is $8.34 Mil, reflecting a 156.60% gain to date.

Berry Wealth Group, LP AVGO ($264.74) Holding Chart

Berry Wealth Group, LP AVGO ($264.74) 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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