Number of Shares
37,375.00
Current Holdings Value*
$6.26 Mil
% of Portfolio
3.57%
Total Estimate Gain
$7.98 Mil
% of Total Estimate Gain
234.18%

CAPSTONE WEALTH MANAGEMENT GROUP, LLC's Broadcom Inc Holding Summary

As of 2025-03-31, CAPSTONE WEALTH MANAGEMENT GROUP, LLC held 37,375.00 shares of Broadcom Inc(AVGO), totaling $6.26 Mil. This investment constitutes 3.57% of their stock portfolio, and CAPSTONE WEALTH MANAGEMENT GROUP, LLC now holds 0% of the outstanding Broadcom Inc(AVGO) stock.

The initial trade took place in 2022Q1. And since then CAPSTONE WEALTH MANAGEMENT GROUP, LLC has made 6 purchases of AVGO, at an average price of $67.70, for a total of 50,310.00 shares. In addition, there have been 7 sales at an average price of $84.78 for 12,935.00 shares. Based on historical transaction data and AVGO's current price of $275.18, CAPSTONE WEALTH MANAGEMENT GROUP, LLC's estimated gain on his AVGO holdings is $7.98 Mil, reflecting a 234.18% gain to date.

CAPSTONE WEALTH MANAGEMENT GROUP, LLC AVGO ($275.18) Holding Chart

CAPSTONE WEALTH MANAGEMENT GROUP, LLC AVGO ($275.18) 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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