Number of Shares
150,067.00
Current Holdings Value*
$25.13 Mil
% of Portfolio
1.91%
Total Estimate Gain
$80.62 Mil
% of Total Estimate Gain
203.95%

VALLEY WEALTH MANAGERS, INC.'s Broadcom Inc Holding Summary

As of 2025-03-31, VALLEY WEALTH MANAGERS, INC. held 150,067.00 shares of Broadcom Inc(AVGO), totaling $25.13 Mil. This investment constitutes 1.91% of their stock portfolio, and VALLEY WEALTH MANAGERS, INC. now holds 0% of the outstanding Broadcom Inc(AVGO) stock.

The initial trade took place in 2018Q3. And since then VALLEY WEALTH MANAGERS, INC. has made 4 purchases of AVGO, at an average price of $33.61, for a total of 1.18 Mil shares. In addition, there have been 23 sales at an average price of $75.67 for 1.03 Mil shares. Based on historical transaction data and AVGO's current price of $283.34, VALLEY WEALTH MANAGERS, INC.'s estimated gain on his AVGO holdings is $80.62 Mil, reflecting a 203.95% gain to date.

VALLEY WEALTH MANAGERS, INC. AVGO ($283.34) Holding Chart

VALLEY WEALTH MANAGERS, INC. 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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