Steward Values Enhanced Large Cap Fund AVGO Holdings History
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 $283.34, Steward Values Enhanced Large Cap Fund's estimated gain on his AVGO holdings is $5.47 Mil, reflecting a 285.43% gain to date.
Steward Values Enhanced Large Cap Fund AVGO ($283.34) Holding Chart
Steward Values Enhanced Large Cap Fund 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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