Number of Shares
3,230.00
Current Holdings Value*
$644,160.00
% of Portfolio
1.96%
Total Estimate Gain
$2.39 Mil
% of Total Estimate Gain
199.66%

Copeland Dividend Growth Fund's Broadcom Inc Holding Summary

As of 2025-02-28, Copeland Dividend Growth Fund held 3,230.00 shares of Broadcom Inc(AVGO), totaling $644,160.00. This investment constitutes 1.96% of their stock portfolio, and Copeland Dividend Growth Fund now holds 0% of the outstanding Broadcom Inc(AVGO) stock.

The initial trade took place in 2020Q2. And since then Copeland Dividend Growth Fund has made 1 purchases of AVGO, at an average price of $27.72, for a total of 43,100.00 shares. In addition, there have been 17 sales at an average price of $66.46 for 39,870.00 shares. Based on historical transaction data and AVGO's current price of $288.21, Copeland Dividend Growth Fund's estimated gain on his AVGO holdings is $2.39 Mil, reflecting a 199.66% gain to date.

Copeland Dividend Growth Fund AVGO ($288.21) Holding Chart

Copeland Dividend Growth Fund AVGO ($288.21) 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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