Number of Shares
170,848.00
Current Holdings Value*
$28.61 Mil
% of Portfolio
1.73%
Total Estimate Gain
$48.24 Mil
% of Total Estimate Gain
317.35%

Transform Wealth, LLC's Broadcom Inc Holding Summary

As of 2025-03-31, Transform Wealth, LLC held 170,848.00 shares of Broadcom Inc(AVGO), totaling $28.61 Mil. This investment constitutes 1.73% of their stock portfolio, and Transform Wealth, LLC now holds 0% of the outstanding Broadcom Inc(AVGO) stock.

The initial trade took place in 2018Q2. And since then Transform Wealth, LLC has made 14 purchases of AVGO, at an average price of $35.24, for a total of 431,405.00 shares. In addition, there have been 14 sales at an average price of $57.70 for 260,557.00 shares. Based on historical transaction data and AVGO's current price of $283.34, Transform Wealth, LLC's estimated gain on his AVGO holdings is $48.24 Mil, reflecting a 317.35% gain to date.

Transform Wealth, LLC AVGO ($283.34) Holding Chart

Transform Wealth, LLC 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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