Number of Shares
23,996.00
Current Holdings Value*
$4.62 Mil
% of Portfolio
1.85%
Total Estimate Gain
$5.54 Mil
% of Total Estimate Gain
289.08%

Steward Values Enhanced Large Cap Fund's Broadcom Inc Holding Summary

As of 2025-04-30, Steward Values Enhanced Large Cap Fund held 23,996.00 shares of Broadcom Inc(AVGO), totaling $4.62 Mil. This investment constitutes 1.85% of their stock portfolio, and Steward Values Enhanced Large Cap Fund now holds 0% of the outstanding Broadcom Inc(AVGO) stock.

The initial trade took place in 2021Q4. And since then Steward Values Enhanced Large Cap Fund has made 5 purchases of AVGO, at an average price of $62.15, for a total of 30,822.00 shares. In addition, there have been 9 sales at an average price of $85.55 for 6,826.00 shares. Based on historical transaction data and AVGO's current price of $286.26, Steward Values Enhanced Large Cap Fund's estimated gain on his AVGO holdings is $5.54 Mil, reflecting a 289.08% gain to date.

Steward Values Enhanced Large Cap Fund AVGO ($286.26) Holding Chart

Steward Values Enhanced Large Cap Fund AVGO ($286.26) 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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