Number of Shares
49,777.00
Current Holdings Value*
$8.33 Mil
% of Portfolio
2.38%
Total Estimate Gain
$8.18 Mil
% of Total Estimate Gain
116.92%

JPL Wealth Management, LLC's Broadcom Inc Holding Summary

As of 2025-03-31, JPL Wealth Management, LLC held 49,777.00 shares of Broadcom Inc(AVGO), totaling $8.33 Mil. This investment constitutes 2.38% of their stock portfolio, and JPL Wealth Management, LLC now holds 0% of the outstanding Broadcom Inc(AVGO) stock.

The initial trade took place in 2023Q4. And since then JPL Wealth Management, LLC has made 3 purchases of AVGO, at an average price of $120.36, for a total of 58,102.00 shares. In addition, there have been 1 sales at an average price of $211.65 for 8,325.00 shares. Based on historical transaction data and AVGO's current price of $269.35, JPL Wealth Management, LLC's estimated gain on his AVGO holdings is $8.18 Mil, reflecting a 116.92% gain to date.

JPL Wealth Management, LLC AVGO ($269.35) Holding Chart

JPL Wealth Management, LLC AVGO ($269.35) 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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