Number of Shares
2,203.00
Current Holdings Value*
$368,850.00
% of Portfolio
0.19%
Total Estimate Gain
$814,979.43
% of Total Estimate Gain
204.85%

Tandem Wealth Advisors LLC's Broadcom Inc Holding Summary

As of 2025-03-31, Tandem Wealth Advisors LLC held 2,203.00 shares of Broadcom Inc(AVGO), totaling $368,850.00. This investment constitutes 0.19% of their stock portfolio, and Tandem Wealth Advisors LLC now holds 0% of the outstanding Broadcom Inc(AVGO) stock.

The initial trade took place in 2022Q4. And since then Tandem Wealth Advisors LLC has made 1 purchases of AVGO, at an average price of $52.68, for a total of 7,552.00 shares. In addition, there have been 8 sales at an average price of $115.81 for 5,349.00 shares. Based on historical transaction data and AVGO's current price of $269.35, Tandem Wealth Advisors LLC's estimated gain on his AVGO holdings is $814,979.43, reflecting a 204.85% gain to date.

Tandem Wealth Advisors LLC AVGO ($269.35) Holding Chart

Tandem Wealth Advisors LLC AVGO ($269.35) 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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