Compass Wealth Management LLC AVGO Holdings History
Compass Wealth Management LLC's Broadcom Inc Holding Summary
As of 2025-03-31, Compass Wealth Management LLC held 112,572.00 shares of Broadcom Inc(AVGO), totaling $18.85 Mil. This investment constitutes 4.81% of their stock portfolio, and Compass Wealth Management LLC now holds 0% of the outstanding Broadcom Inc(AVGO) stock.
The initial trade took place in 2022Q4. And since then Compass Wealth Management LLC has made 1 purchases of AVGO, at an average price of $51.25, for a total of 181,820.00 shares. In addition, there have been 8 sales at an average price of $129.41 for 69,248.00 shares. Based on historical transaction data and AVGO's current price of $283.34, Compass Wealth Management LLC's estimated gain on his AVGO holdings is $31.54 Mil, reflecting a 338.43% gain to date.
Compass Wealth Management LLC AVGO ($283.34) Holding Chart
Compass 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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