Number of Shares
2,794.00
Current Holdings Value*
$647,740.00
% of Portfolio
0.12%
Total Estimate Gain
$4.02 Mil
% of Total Estimate Gain
174.63%

Sugarloaf Wealth Management, LLC's Broadcom Inc Holding Summary

As of 2024-12-31, Sugarloaf Wealth Management, LLC held 2,794.00 shares of Broadcom Inc(AVGO), totaling $647,740.00. This investment constitutes 0.12% of their stock portfolio, and Sugarloaf Wealth Management, LLC now holds 0% of the outstanding Broadcom Inc(AVGO) stock.

The initial trade took place in 2022Q2. And since then Sugarloaf Wealth Management, LLC has made 6 purchases of AVGO, at an average price of $62.06, for a total of 37,100.00 shares. In addition, there have been 5 sales at an average price of $160.81 for 34,306.00 shares. Based on historical transaction data and AVGO's current price of $288.56, Sugarloaf Wealth Management, LLC's estimated gain on his AVGO holdings is $4.02 Mil, reflecting a 174.63% gain to date.

Sugarloaf Wealth Management, LLC AVGO ($288.56) Holding Chart

Sugarloaf Wealth Management, LLC AVGO ($288.56) 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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