Number of Shares
12,704.00
Current Holdings Value*
$3.50 Mil
% of Portfolio
1.03%
Total Estimate Gain
$2.66 Mil
% of Total Estimate Gain
189.28%

Gradient Capital Advisors, LLC's Broadcom Inc Holding Summary

As of 2025-06-30, Gradient Capital Advisors, LLC held 12,704.00 shares of Broadcom Inc(AVGO), totaling $3.50 Mil. This investment constitutes 1.03% of their stock portfolio, and Gradient Capital Advisors, LLC now holds 0% of the outstanding Broadcom Inc(AVGO) stock.

The initial trade took place in 2019Q1. And since then Gradient Capital Advisors, LLC has made 20 purchases of AVGO, at an average price of $60.44, for a total of 23,254.00 shares. In addition, there have been 6 sales at an average price of $48.41 for 10,550.00 shares. Based on historical transaction data and AVGO's current price of $279.86, Gradient Capital Advisors, LLC's estimated gain on his AVGO holdings is $2.66 Mil, reflecting a 189.28% gain to date.

Gradient Capital Advisors, LLC AVGO ($279.86) Holding Chart

Gradient Capital Advisors, LLC AVGO ($279.86) 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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