Number of Shares
134,501.00
Current Holdings Value*
$22.52 Mil
% of Portfolio
1.48%
Total Estimate Gain
$22.89 Mil
% of Total Estimate Gain
86.31%

OSTERWEIS CAPITAL MANAGEMENT INC's Broadcom Inc Holding Summary

As of 2025-03-31, OSTERWEIS CAPITAL MANAGEMENT INC held 134,501.00 shares of Broadcom Inc(AVGO), totaling $22.52 Mil. This investment constitutes 1.48% of their stock portfolio, and OSTERWEIS CAPITAL MANAGEMENT INC now holds 0% of the outstanding Broadcom Inc(AVGO) stock.

The initial trade took place in 2022Q3. And since then OSTERWEIS CAPITAL MANAGEMENT INC has made 6 purchases of AVGO, at an average price of $139.92, for a total of 189,526.00 shares. In addition, there have been 2 sales at an average price of $211.17 for 55,025.00 shares. Based on historical transaction data and AVGO's current price of $280.94, OSTERWEIS CAPITAL MANAGEMENT INC's estimated gain on his AVGO holdings is $22.89 Mil, reflecting a 86.31% gain to date.

OSTERWEIS CAPITAL MANAGEMENT INC AVGO ($280.94) Holding Chart

OSTERWEIS CAPITAL MANAGEMENT INC AVGO ($280.94) 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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