Number of Shares
261,463.00
Current Holdings Value*
$43.78 Mil
% of Portfolio
2.9%
Total Estimate Gain
$73.34 Mil
% of Total Estimate Gain
325.66%

MERITAGE PORTFOLIO MANAGEMENT's Broadcom Inc Holding Summary

As of 2025-03-31, MERITAGE PORTFOLIO MANAGEMENT held 261,463.00 shares of Broadcom Inc(AVGO), totaling $43.78 Mil. This investment constitutes 2.9% of their stock portfolio, and MERITAGE PORTFOLIO MANAGEMENT now holds 0.01% of the outstanding Broadcom Inc(AVGO) stock.

The initial trade took place in 2019Q1. And since then MERITAGE PORTFOLIO MANAGEMENT has made 8 purchases of AVGO, at an average price of $41.38, for a total of 544,180.00 shares. In addition, there have been 15 sales at an average price of $76.71 for 282,717.00 shares. Based on historical transaction data and AVGO's current price of $283.69, MERITAGE PORTFOLIO MANAGEMENT's estimated gain on his AVGO holdings is $73.34 Mil, reflecting a 325.66% gain to date.

MERITAGE PORTFOLIO MANAGEMENT AVGO ($283.69) Holding Chart

MERITAGE PORTFOLIO MANAGEMENT AVGO ($283.69) 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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