S&P 500 Index Fund AVGO Holdings History

Number of Shares
26,296.00
Current Holdings Value*
$5.24 Mil
% of Portfolio
1.84%
Total Estimate Gain
$6.00 Mil
% of Total Estimate Gain
398.32%

S&P 500 Index Fund's Broadcom Inc Holding Summary

As of 2025-02-28, SHELTON FUNDS held 26,296.00 shares of Broadcom Inc(AVGO), totaling $5.24 Mil. This investment constitutes 1.84% of their stock portfolio, and SHELTON FUNDS now holds 0% of the outstanding Broadcom Inc(AVGO) stock.

The initial trade took place in 2021Q2. And since then S&P 500 Index Fund has made 2 purchases of AVGO, at an average price of $52.81, for a total of 28,534.00 shares. In addition, there have been 6 sales at an average price of $81.82 for 2,238.00 shares. Based on historical transaction data and AVGO's current price of $278.59, S&P 500 Index Fund's estimated gain on his AVGO holdings is $6.00 Mil, reflecting a 398.32% gain to date.

S&P 500 Index Fund AVGO ($278.59) Holding Chart

S&P 500 Index Fund AVGO ($278.59) 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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