Number of Shares
1,084.00
Current Holdings Value*
$298,810.00
% of Portfolio
0.26%
Total Estimate Gain
$102,355.24
% of Total Estimate Gain
23.10%

Capstone Wealth Management, LLC's Broadcom Inc Holding Summary

As of 2025-06-30, Capstone Wealth Management, LLC held 1,084.00 shares of Broadcom Inc(AVGO), totaling $298,810.00. This investment constitutes 0.26% of their stock portfolio, and Capstone Wealth Management, LLC now holds 0% of the outstanding Broadcom Inc(AVGO) stock.

The initial trade took place in 2024Q4. And since then Capstone Wealth Management, LLC has made 1 purchases of AVGO, at an average price of $200.50, for a total of 2,210.00 shares. In addition, there have been 1 sales at an average price of $211.65 for 1,126.00 shares. Based on historical transaction data and AVGO's current price of $283.34, Capstone Wealth Management, LLC's estimated gain on his AVGO holdings is $102,355.24, reflecting a 23.10% gain to date.

Capstone Wealth Management, LLC AVGO ($283.34) Holding Chart

Capstone 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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