Institutional Investment Strategy Fund AVGO Holdings History
Number of Shares
307.00
Current Holdings Value*
$51,400.00
% of Portfolio
1.46%
Total Estimate Gain
$39,420.97
% of Total Estimate Gain
87.49%
Institutional Investment Strategy Fund's Broadcom Inc Holding Summary
As of 2025-03-31, Institutional Investment Strategy Fund held 307.00 shares of Broadcom Inc(AVGO), totaling $51,400.00. This investment constitutes 1.46% of their stock portfolio, and Institutional Investment Strategy Fund now holds 0% of the outstanding Broadcom Inc(AVGO) stock.
The initial trade took place in 2024Q1. And since then Institutional Investment Strategy Fund has made 4 purchases of AVGO, at an average price of $146.77, for a total of 307.00 shares. Based on historical transaction data and AVGO's current price of $275.18, Institutional Investment Strategy Fund's estimated gain on his AVGO holdings is $39,420.97, reflecting a 87.49% gain to date.
Institutional Investment Strategy Fund AVGO ($275.18) Holding Chart
Institutional Investment Strategy Fund 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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