Number of Shares
33,037.00
Current Holdings Value*
$7.66 Mil
% of Portfolio
3.13%
Total Estimate Gain
$5.88 Mil
% of Total Estimate Gain
166.97%

Maxwell Wealth Strategies Inc.'s Broadcom Inc Holding Summary

As of 2024-12-31, Maxwell Wealth Strategies Inc. held 33,037.00 shares of Broadcom Inc(AVGO), totaling $7.66 Mil. This investment constitutes 3.13% of their stock portfolio, and Maxwell Wealth Strategies Inc. now holds 0% of the outstanding Broadcom Inc(AVGO) stock.

The initial trade took place in 2023Q4. And since then Maxwell Wealth Strategies Inc. has made 3 purchases of AVGO, at an average price of $105.92, for a total of 33,227.00 shares. In addition, there have been 1 sales at an average price of $185.23 for 190.00 shares. Based on historical transaction data and AVGO's current price of $283.34, Maxwell Wealth Strategies Inc.'s estimated gain on his AVGO holdings is $5.88 Mil, reflecting a 166.97% gain to date.

Maxwell Wealth Strategies Inc. AVGO ($283.34) Holding Chart

Maxwell Wealth Strategies Inc. 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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