HWA
HCR Wealth Advisors’s Marvell Technology MRVL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $809K | Buy |
10,452
+75
| +0.7% | +$5.81K | 0.1% | 114 |
|
|
2025
Q1 | $639K | Buy |
10,377
+1,000
| +11% | +$61.6K | 0.08% | 122 |
|
|
2024
Q4 | $1.04M | Sell |
9,377
-1,000
| -10% | -$110K | 0.13% | 99 |
|
|
2024
Q3 | $748K | Hold |
10,377
| – | – | 0.1% | 114 |
|
|
2024
Q2 | $725K | Hold |
10,377
| – | – | 0.1% | 111 |
|
|
2024
Q1 | $736K | Buy |
10,377
+1,510
| +17% | +$107K | 0.11% | 111 |
|
|
2023
Q4 | $535K | Buy |
8,867
+1,867
| +27% | +$113K | 0.08% | 116 |
|
|
2023
Q3 | $379K | Sell |
7,000
-100
| -1% | -$5.41K | 0.08% | 120 |
|
|
2023
Q2 | $424K | Hold |
7,100
| – | – | 0.08% | 122 |
|
|
2023
Q1 | $307K | Hold |
7,100
| – | – | 0.06% | 139 |
|
|
2022
Q4 | $263K | Sell |
7,100
-1,250
| -15% | -$46.3K | 0.06% | 142 |
|
|
2022
Q3 | $358K | Sell |
8,350
-517
| -6% | -$22.2K | 0.08% | 127 |
|
|
2022
Q2 | $386K | Buy |
+8,867
| New | +$386K | 0.08% | 126 |
|
|
2022
Q1 | – | Sell |
-8,942
| Closed | -$782K | – | 201 |
|
|
2021
Q4 | $782K | Buy |
8,942
+2,225
| +33% | +$195K | 0.12% | 113 |
|
|
2021
Q3 | $405K | Buy |
+6,717
| New | +$405K | 0.07% | 150 |
|
|
2021
Q2 | – | Sell |
-6,717
| Closed | -$329K | – | 195 |
|
|
2021
Q1 | $329K | Buy |
+6,717
| New | +$329K | 0.07% | 149 |
|