SkyOak Wealth, LLC AVGO Holdings History

Number of Shares
5,270.00
Current Holdings Value*
$882,360.00
% of Portfolio
0.19%
Total Estimate Gain
$2.81 Mil
% of Total Estimate Gain
235.78%

SkyOak Wealth, LLC's Broadcom Inc Holding Summary

As of 2025-03-31, SkyOak Wealth, LLC held 5,270.00 shares of Broadcom Inc(AVGO), totaling $882,360.00. This investment constitutes 0.19% of their stock portfolio, and SkyOak Wealth, LLC now holds 0% of the outstanding Broadcom Inc(AVGO) stock.

The initial trade took place in 2021Q4. And since then SkyOak Wealth, LLC has made 4 purchases of AVGO, at an average price of $55.62, for a total of 21,450.00 shares. In addition, there have been 3 sales at an average price of $154.09 for 16,180.00 shares. Based on historical transaction data and AVGO's current price of $287.15, SkyOak Wealth, LLC's estimated gain on his AVGO holdings is $2.81 Mil, reflecting a 235.78% gain to date.

SkyOak Wealth, LLC AVGO ($287.15) Holding Chart

SkyOak Wealth, LLC AVGO ($287.15) 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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