Union Heritage Capital, LLC AVGO Holdings History
Number of Shares
11,400.00
Current Holdings Value*
$1.91 Mil
% of Portfolio
0.71%
Total Estimate Gain
$763,116.00
% of Total Estimate Gain
31.63%
Union Heritage Capital, LLC's Broadcom Inc Holding Summary
As of 2025-03-31, Union Heritage Capital, LLC held 11,400.00 shares of Broadcom Inc(AVGO), totaling $1.91 Mil. This investment constitutes 0.71% of their stock portfolio, and Union Heritage Capital, LLC now holds 0% of the outstanding Broadcom Inc(AVGO) stock.
The initial trade took place in 2025Q1. And since then Union Heritage Capital, LLC has made 1 purchases of AVGO, at an average price of $211.65, for a total of 11,400.00 shares. Based on historical transaction data and AVGO's current price of $278.59, Union Heritage Capital, LLC's estimated gain on his AVGO holdings is $763,116.00, reflecting a 31.63% gain to date.
Union Heritage Capital, LLC AVGO ($278.59) Holding Chart
Union Heritage Capital, LLC AVGO ($278.59) 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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