Number of Shares
3,240.00
Current Holdings Value*
$751,170.00
% of Portfolio
0.49%
Total Estimate Gain
$409,408.00
% of Total Estimate Gain
75.95%

Oxford Wealth Group, LLC's Broadcom Inc Holding Summary

As of 2024-12-31, Oxford Wealth Group, LLC held 3,240.00 shares of Broadcom Inc(AVGO), totaling $751,170.00. This investment constitutes 0.49% of their stock portfolio, and Oxford Wealth Group, LLC now holds 0% of the outstanding Broadcom Inc(AVGO) stock.

The initial trade took place in 2024Q1. And since then Oxford Wealth Group, LLC has made 1 purchases of AVGO, at an average price of $156.70, for a total of 3,440.00 shares. In addition, there have been 2 sales at an average price of $152.25 for 200.00 shares. Based on historical transaction data and AVGO's current price of $283.34, Oxford Wealth Group, LLC's estimated gain on his AVGO holdings is $409,408.00, reflecting a 75.95% gain to date.

Oxford Wealth Group, LLC AVGO ($283.34) Holding Chart

Oxford Wealth Group, LLC 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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