Number of Shares
21,000.00
Current Holdings Value*
$4.04 Mil
% of Portfolio
2.24%
Total Estimate Gain
$3.26 Mil
% of Total Estimate Gain
119.61%

Steward Large Cap Growth Fund's Broadcom Inc Holding Summary

As of 2025-04-30, Steward Large Cap Growth Fund held 21,000.00 shares of Broadcom Inc(AVGO), totaling $4.04 Mil. This investment constitutes 2.24% of their stock portfolio, and Steward Large Cap Growth Fund now holds 0% of the outstanding Broadcom Inc(AVGO) stock.

The initial trade took place in 2022Q1. And since then Steward Large Cap Growth Fund has made 8 purchases of AVGO, at an average price of $118.32, for a total of 23,000.00 shares. In addition, there have been 1 sales at an average price of $49.48 for 2,000.00 shares. Based on historical transaction data and AVGO's current price of $279.88, Steward Large Cap Growth Fund's estimated gain on his AVGO holdings is $3.26 Mil, reflecting a 119.61% gain to date.

Steward Large Cap Growth Fund AVGO ($279.88) Holding Chart

Steward Large Cap Growth Fund AVGO ($279.88) 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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