Number of Shares
3,205.00
Current Holdings Value*
$536,610.00
% of Portfolio
0.33%
Total Estimate Gain
$585,731.00
% of Total Estimate Gain
23.07%

Chokshi & Queen Wealth Advisors, Inc's Broadcom Inc Holding Summary

As of 2025-03-31, Chokshi & Queen Wealth Advisors, Inc held 3,205.00 shares of Broadcom Inc(AVGO), totaling $536,610.00. This investment constitutes 0.33% of their stock portfolio, and Chokshi & Queen Wealth Advisors, Inc now holds 0% of the outstanding Broadcom Inc(AVGO) stock.

The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $211.65 for 10,500.00 shares. Based on historical transaction data and AVGO's current price of $281.43, Chokshi & Queen Wealth Advisors, Inc's estimated gain on his AVGO holdings is $585,731.00, reflecting a 23.07% gain to date.

Chokshi & Queen Wealth Advisors, Inc AVGO ($281.43) Holding Chart

Chokshi & Queen Wealth Advisors, Inc AVGO ($281.43) 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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