Number of Shares
33,480.00
Current Holdings Value*
$4.44 Mil
% of Portfolio
2.36%
Total Estimate Gain
$7.40 Mil
% of Total Estimate Gain
323.76%

CALIBER WEALTH MANAGEMENT, LLC's Broadcom Inc Holding Summary

As of 2024-03-31, CALIBER WEALTH MANAGEMENT, LLC held 33,480.00 shares of Broadcom Inc(AVGO), totaling $4.44 Mil. This investment constitutes 2.36% of their stock portfolio, and CALIBER WEALTH MANAGEMENT, LLC now holds 0% of the outstanding Broadcom Inc(AVGO) stock.

The initial trade took place in 2022Q2. And since then CALIBER WEALTH MANAGEMENT, LLC has made 5 purchases of AVGO, at an average price of $57.71, for a total of 39,590.00 shares. In addition, there have been 3 sales at an average price of $81.20 for 6,110.00 shares. Based on historical transaction data and AVGO's current price of $274.38, CALIBER WEALTH MANAGEMENT, LLC's estimated gain on his AVGO holdings is $7.40 Mil, reflecting a 323.76% gain to date.

CALIBER WEALTH MANAGEMENT, LLC AVGO ($274.38) Holding Chart

CALIBER WEALTH MANAGEMENT, LLC AVGO ($274.38) 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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