Marietta Investment Partners’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.92M | Buy |
25,118
+160
| +0.6% | +$44.1K | 1.52% | 23 |
|
|
2025
Q1 | $4.18M | Buy |
24,958
+10
| +0% | +$1.67K | 1.01% | 29 |
|
|
2024
Q4 | $5.78M | Buy |
24,948
+538
| +2% | +$125K | 1.27% | 26 |
|
|
2024
Q3 | $4.21M | Buy |
24,410
+9,410
| +63% | +$1.62M | 0.89% | 36 |
|
|
2024
Q2 | $2.41M | Sell |
15,000
-1,100
| -7% | -$177K | 0.53% | 50 |
|
|
2024
Q1 | $2.13M | Sell |
16,100
-50
| -0.3% | -$6.63K | 0.47% | 54 |
|
|
2023
Q4 | $1.8M | Buy |
16,150
+50
| +0.3% | +$5.58K | 0.45% | 57 |
|
|
2023
Q3 | $1.34M | Sell |
16,100
-50
| -0.3% | -$4.15K | 0.37% | 62 |
|
|
2023
Q2 | $1.4M | Buy |
16,150
+50
| +0.3% | +$4.34K | 0.36% | 62 |
|
|
2023
Q1 | $1.03M | Hold |
16,100
| – | – | 0.29% | 68 |
|
|
2022
Q4 | $900K | Buy |
16,100
+6,740
| +72% | +$377K | 0.25% | 78 |
|
|
2022
Q3 | $436K | Hold |
9,360
| – | – | 0.13% | 121 |
|
|
2022
Q2 | $455K | Hold |
9,360
| – | – | 0.14% | 117 |
|
|
2022
Q1 | $589K | Sell |
9,360
-200
| -2% | -$12.6K | 0.13% | 117 |
|
|
2021
Q4 | $636K | Hold |
9,560
| – | – | 0.13% | 117 |
|
|
2021
Q3 | $464K | Buy |
9,560
+260
| +3% | +$12.6K | 0.11% | 132 |
|
|
2021
Q2 | $443K | Sell |
9,300
-140
| -1% | -$6.67K | 0.1% | 134 |
|
|
2021
Q1 | $438K | Buy |
+9,440
| New | +$438K | 0.11% | 129 |
|
|
2018
Q1 | – | Sell |
-395,820
| Closed | -$10.2M | – | 133 |
|
|
2017
Q4 | $10.2M | Sell |
395,820
-3,300
| -0.8% | -$84.8K | 2.89% | 6 |
|
|
2017
Q3 | $9.68M | Buy |
399,120
+24,830
| +7% | +$602K | 2.9% | 6 |
|
|
2017
Q2 | $8.72M | Sell |
374,290
-30
| -0% | -$699 | 2.8% | 7 |
|
|
2017
Q1 | $8.2M | Buy |
374,320
+36,350
| +11% | +$796K | 2.73% | 7 |
|
|
2016
Q4 | $5.97M | Sell |
337,970
-53,490
| -14% | -$945K | 2.1% | 13 |
|
|
2016
Q3 | $6.75M | Buy |
391,460
+322,320
| +466% | +$5.56M | 2.19% | 11 |
|
|
2016
Q2 | $1.07M | Sell |
69,140
-1,000
| -1% | -$15.5K | 0.38% | 54 |
|
|
2016
Q1 | $1.08M | Buy |
+70,140
| New | +$1.08M | 0.45% | 52 |
|
|
2015
Q4 | – | Sell |
-76,410
| Closed | -$925K | – | 119 |
|
|
2015
Q3 | $925K | Buy |
76,410
+4,300
| +6% | +$52.1K | 0.36% | 63 |
|
|
2015
Q2 | $959K | Buy |
72,110
+9,000
| +14% | +$120K | 0.37% | 61 |
|
|
2015
Q1 | $801K | Buy |
+63,110
| New | +$801K | 0.31% | 68 |
|
|
2014
Q4 | – | Sell |
-24,930
| Closed | -$217K | – | 119 |
|
|
2014
Q3 | $217K | Buy |
+24,930
| New | +$217K | 0.1% | 101 |
|