Phillips Wealth Planners LLC AVGO Holdings History
Phillips Wealth Planners LLC's Broadcom Inc Holding Summary
As of 2025-06-30, Phillips Wealth Planners LLC held 7,581.00 shares of Broadcom Inc(AVGO), totaling $2.06 Mil. This investment constitutes 1.87% of their stock portfolio, and Phillips Wealth Planners LLC now holds 0% of the outstanding Broadcom Inc(AVGO) stock.
The initial trade took place in 2022Q4. And since then Phillips Wealth Planners LLC has made 2 purchases of AVGO, at an average price of $52.84, for a total of 27,104.00 shares. In addition, there have been 8 sales at an average price of $115.78 for 19,523.00 shares. Based on historical transaction data and AVGO's current price of $283.69, Phillips Wealth Planners LLC's estimated gain on his AVGO holdings is $2.98 Mil, reflecting a 207.98% gain to date.
Phillips Wealth Planners LLC AVGO ($283.69) Holding Chart
Phillips Wealth Planners LLC AVGO ($283.69) 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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