Number of Shares
107,158.00
Current Holdings Value*
$17.94 Mil
% of Portfolio
3.36%
Total Estimate Gain
$28.07 Mil
% of Total Estimate Gain
421.39%

Elk River Wealth Management, LLC's Broadcom Inc Holding Summary

As of 2025-03-31, Elk River Wealth Management, LLC held 107,158.00 shares of Broadcom Inc(AVGO), totaling $17.94 Mil. This investment constitutes 3.36% of their stock portfolio, and Elk River Wealth Management, LLC now holds 0% of the outstanding Broadcom Inc(AVGO) stock.

The initial trade took place in 2020Q4. And since then Elk River Wealth Management, LLC has made 10 purchases of AVGO, at an average price of $44.61, for a total of 149,292.00 shares. In addition, there have been 7 sales at an average price of $124.33 for 42,134.00 shares. Based on historical transaction data and AVGO's current price of $275.18, Elk River Wealth Management, LLC's estimated gain on his AVGO holdings is $28.07 Mil, reflecting a 421.39% gain to date.

Elk River Wealth Management, LLC AVGO ($275.18) Holding Chart

Elk River Wealth Management, 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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