Number of Shares
371,326.00
Current Holdings Value*
$74.05 Mil
% of Portfolio
4%
Total Estimate Gain
$109.90 Mil
% of Total Estimate Gain
264.35%

Nasdaq-100 Index Fund's Broadcom Inc Holding Summary

As of 2025-02-28, SHELTON FUNDS held 371,326.00 shares of Broadcom Inc(AVGO), totaling $74.05 Mil. This investment constitutes 4% of their stock portfolio, and SHELTON FUNDS now holds 0.01% of the outstanding Broadcom Inc(AVGO) stock.

The initial trade took place in 2021Q2. And since then Nasdaq-100 Index Fund has made 8 purchases of AVGO, at an average price of $68.61, for a total of 605,920.00 shares. In addition, there have been 6 sales at an average price of $188.70 for 234,594.00 shares. Based on historical transaction data and AVGO's current price of $288.71, Nasdaq-100 Index Fund's estimated gain on his AVGO holdings is $109.90 Mil, reflecting a 264.35% gain to date.

Nasdaq-100 Index Fund AVGO ($288.71) Holding Chart

Nasdaq-100 Index Fund AVGO ($288.71) 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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