Number of Shares
7,410.00
Current Holdings Value*
$2.04 Mil
% of Portfolio
0.43%
Total Estimate Gain
$3.04 Mil
% of Total Estimate Gain
72.41%

Mattern Wealth Management LLC's Broadcom Inc Holding Summary

As of 2025-06-30, Mattern Wealth Management LLC held 7,410.00 shares of Broadcom Inc(AVGO), totaling $2.04 Mil. This investment constitutes 0.43% of their stock portfolio, and Mattern Wealth Management LLC now holds 0% of the outstanding Broadcom Inc(AVGO) stock.

The initial trade took place in 2022Q4. And since then Mattern Wealth Management LLC has made 7 purchases of AVGO, at an average price of $134.75, for a total of 31,139.00 shares. In addition, there have been 2 sales at an average price of $216.26 for 23,729.00 shares. Based on historical transaction data and AVGO's current price of $283.75, Mattern Wealth Management LLC's estimated gain on his AVGO holdings is $3.04 Mil, reflecting a 72.41% gain to date.

Mattern Wealth Management LLC AVGO ($283.75) Holding Chart

Mattern Wealth Management LLC AVGO ($283.75) 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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