Rockline Wealth Management, LLC AVGO Holdings History
Number of Shares
43,809.00
Current Holdings Value*
$7.33 Mil
% of Portfolio
2.04%
Total Estimate Gain
$5.24 Mil
% of Total Estimate Gain
73.02%
Rockline Wealth Management, LLC's Broadcom Inc Holding Summary
As of 2025-03-31, Rockline Wealth Management, LLC held 43,809.00 shares of Broadcom Inc(AVGO), totaling $7.33 Mil. This investment constitutes 2.04% of their stock portfolio, and Rockline Wealth Management, LLC now holds 0% of the outstanding Broadcom Inc(AVGO) stock.
The initial trade took place in 2024Q1. And since then Rockline Wealth Management, LLC has made 5 purchases of AVGO, at an average price of $163.76, for a total of 43,809.00 shares. Based on historical transaction data and AVGO's current price of $283.34, Rockline Wealth Management, LLC's estimated gain on his AVGO holdings is $5.24 Mil, reflecting a 73.02% gain to date.
Rockline Wealth Management, LLC AVGO ($283.34) Holding Chart
Rockline Wealth Management, 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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