Shum Financial Group, Inc. AVGO Holdings History
Number of Shares
1,709.00
Current Holdings Value*
$286,140.00
% of Portfolio
0.25%
Total Estimate Gain
$140,741.20
% of Total Estimate Gain
41.97%
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 $278.59, Shum Financial Group, Inc.'s estimated gain on his AVGO holdings is $140,741.20, reflecting a 41.97% gain to date.
Shum Financial Group, Inc. AVGO ($278.59) Holding Chart
Shum Financial Group, Inc. 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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