Jackson Wealth Management, LLC AVGO Holdings History
Jackson Wealth Management, LLC's Broadcom Inc Holding Summary
As of 2025-03-31, Jackson Wealth Management, LLC held 175,816.00 shares of Broadcom Inc(AVGO), totaling $29.44 Mil. This investment constitutes 4.98% of their stock portfolio, and Jackson Wealth Management, LLC now holds 0% of the outstanding Broadcom Inc(AVGO) stock.
The initial trade took place in 2020Q1. And since then Jackson Wealth Management, LLC has made 12 purchases of AVGO, at an average price of $68.91, for a total of 563,277.00 shares. In addition, there have been 9 sales at an average price of $74.14 for 387,461.00 shares. Based on historical transaction data and AVGO's current price of $283.34, Jackson Wealth Management, LLC's estimated gain on his AVGO holdings is $39.73 Mil, reflecting a 102.35% gain to date.
Jackson Wealth Management, LLC AVGO ($283.34) Holding Chart
Jackson Wealth Management, LLC AVGO ($283.34) 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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