MCCARTER PRIVATE WEALTH SERVICES LLC AVGO Holdings History
Number of Shares
55,497.00
Current Holdings Value*
$9.29 Mil
% of Portfolio
6.09%
Total Estimate Gain
$6.99 Mil
% of Total Estimate Gain
73.54%
MCCARTER PRIVATE WEALTH SERVICES LLC's Broadcom Inc Holding Summary
As of 2025-03-31, MCCARTER PRIVATE WEALTH SERVICES LLC held 55,497.00 shares of Broadcom Inc(AVGO), totaling $9.29 Mil. This investment constitutes 6.09% of their stock portfolio, and MCCARTER PRIVATE WEALTH SERVICES LLC now holds 0% of the outstanding Broadcom Inc(AVGO) stock.
The initial trade took place in 2024Q3. In addition, there have been 2 sales at an average price of $203.09 for 3,780.00 shares. Based on historical transaction data and AVGO's current price of $283.34, MCCARTER PRIVATE WEALTH SERVICES LLC's estimated gain on his AVGO holdings is $6.99 Mil, reflecting a 73.54% gain to date.
MCCARTER PRIVATE WEALTH SERVICES LLC AVGO ($283.34) Holding Chart
MCCARTER PRIVATE WEALTH SERVICES 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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