James Aggressive Allocation Fund AVGO Holdings History
James Aggressive Allocation Fund's Broadcom Inc Holding Summary
As of 2025-03-31, JAMES ADVANTAGE FUNDS held 3,000.00 shares of Broadcom Inc(AVGO), totaling $502,290.00. This investment constitutes 2.65% of their stock portfolio, and JAMES ADVANTAGE FUNDS now holds 0% of the outstanding Broadcom Inc(AVGO) stock.
The initial trade took place in 2023Q1. And since then James Aggressive Allocation Fund has made 1 purchases of AVGO, at an average price of $60.16, for a total of 3,000.00 shares. Based on historical transaction data and AVGO's current price of $286.45, James Aggressive Allocation Fund's estimated gain on his AVGO holdings is $678,870.00, reflecting a 376.15% gain to date.
James Aggressive Allocation Fund AVGO ($286.45) Holding Chart
James Aggressive Allocation Fund AVGO ($286.45) 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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