Number of Shares
1,709.00
Current Holdings Value*
$286,140.00
% of Portfolio
0.25%
Total Estimate Gain
$148,858.95
% of Total Estimate Gain
44.39%

Shum Financial Group, Inc.'s Broadcom Inc Holding Summary

As of 2025-03-31, Shum Financial Group, Inc. held 1,709.00 shares of Broadcom Inc(AVGO), totaling $286,140.00. This investment constitutes 0.25% of their stock portfolio, and Shum Financial Group, Inc. now holds 0% of the outstanding Broadcom Inc(AVGO) stock.

The initial trade took place in 2024Q4. And since then Shum Financial Group, Inc. has made 2 purchases of AVGO, at an average price of $196.24, for a total of 1,709.00 shares. Based on historical transaction data and AVGO's current price of $283.34, Shum Financial Group, Inc.'s estimated gain on his AVGO holdings is $148,858.95, reflecting a 44.39% gain to date.

Shum Financial Group, Inc. AVGO ($283.34) Holding Chart

Shum Financial Group, Inc. 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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