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ISWM
Independent Solutions Wealth Management’s
Marvell Technology
MRVL
Stock Holding History
Independent Solutions Wealth Management’s Portfolio
MRVL Stock Details
MRVL Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q3
–
Sell
-6,305
Closed
-$488K
–
187
2025
Q2
$488K
Sell
6,305
-445
-7%
-$27.8K
0.1%
124
2025
Q1
$416K
Sell
6,750
-359
-5%
-$34.8K
0.09%
131
2024
Q4
$785K
Sell
7,109
-36
-0.5%
-$3.34K
0.17%
115
2024
Q3
$515K
Sell
7,145
-296
-4%
-$20.4K
0.12%
118
2024
Q2
$520K
Sell
7,441
-8
-0.1%
-$561
0.12%
114
2024
Q1
$528K
Hold
7,449
–
–
0.13%
118
2023
Q4
$449K
Sell
7,449
-949
-11%
-$51.3K
0.12%
127
2023
Q3
$455K
Sell
8,398
-3
-0%
-$177
0.12%
132
2023
Q2
$502K
Buy
8,401
+1,012
+14%
+$49.2K
0.13%
125
2023
Q1
$320K
Sell
7,389
-3,814
-34%
-$161K
0.09%
153
2022
Q4
$415K
Sell
11,203
-18,756
-63%
-$766K
0.13%
132
2022
Q3
$1.29M
Sell
29,959
-2,100
-7%
-$104K
0.42%
61
2022
Q2
$1.4M
Buy
32,059
+1,666
+5%
+$94.4K
0.43%
62
2022
Q1
$2.18M
Buy
30,393
+7,791
+34%
+$561K
0.51%
47
2021
Q4
$1.98M
Buy
22,602
+326
+1%
+$24.3K
0.47%
55
2021
Q3
$1.34M
Buy
22,276
+245
+1%
+$14.7K
0.33%
75
2021
Q2
$1.29M
Buy
+22,031
New
+$1.08M
0.31%
79
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1-Year Est. Return
Bank of America
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$1.37T AUM
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1-Year Est. Return
Fidelity International
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$129B AUM
30.83%
1-Year Est. Return
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$1.61T AUM
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1-Year Est. Return
Franklin Resources
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$408B AUM
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1-Year Est. Return
Brown Advisory
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$60.9B AUM
15.24%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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