Number of Shares
8,638.00
Current Holdings Value*
$2.38 Mil
% of Portfolio
1.46%
Total Estimate Gain
$775,794.55
% of Total Estimate Gain
38.02%

Worth Financial Advisory Group, LLC's Broadcom Inc Holding Summary

As of 2025-06-30, Worth Financial Advisory Group, LLC held 8,638.00 shares of Broadcom Inc(AVGO), totaling $2.38 Mil. This investment constitutes 1.46% of their stock portfolio, and Worth Financial Advisory Group, LLC now holds 0% of the outstanding Broadcom Inc(AVGO) stock.

The initial trade took place in 2023Q4. And since then Worth Financial Advisory Group, LLC has made 6 purchases of AVGO, at an average price of $181.07, for a total of 11,268.00 shares. In addition, there have been 1 sales at an average price of $140.14 for 2,630.00 shares. Based on historical transaction data and AVGO's current price of $283.34, Worth Financial Advisory Group, LLC's estimated gain on his AVGO holdings is $775,794.55, reflecting a 38.02% gain to date.

Worth Financial Advisory Group, LLC AVGO ($283.34) Holding Chart

Worth Financial Advisory Group, 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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