Marietta Wealth Management’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $19.9M | Buy |
64,293
+627
| +1% | +$206K | 2.37% | 5 |
|
|
2025
Q4 | $22M | Sell |
63,666
-1,630
| -2% | -$583K | 2.55% | 6 |
|
|
2025
Q3 | $21.5M | Sell |
65,296
-761
| -1% | -$233K | 2.63% | 7 |
|
|
2025
Q2 | $18.2M | Sell |
66,057
-641
| -1% | -$139K | 2.37% | 8 |
|
|
2025
Q1 | $11.2M | Sell |
66,698
-327
| -0.5% | -$69.2K | 1.64% | 15 |
|
|
2024
Q4 | $15.5M | Sell |
67,025
-1,033
| -2% | -$191K | 2.23% | 10 |
|
|
2024
Q3 | $11.7M | Sell |
68,058
-932
| -1% | -$149K | 1.71% | 15 |
|
|
2024
Q2 | $11.1M | Sell |
68,990
-4,990
| -7% | -$699K | 1.73% | 15 |
|
|
2024
Q1 | $9.81M | Sell |
73,980
-8,790
| -11% | -$1.09M | 1.62% | 16 |
|
|
2023
Q4 | $9.24M | Sell |
82,770
-1,750
| -2% | -$166K | 1.65% | 13 |
|
|
2023
Q3 | $7.02M | Sell |
84,520
-3,380
| -4% | -$293K | 1.39% | 20 |
|
|
2023
Q2 | $7.62M | Sell |
87,900
-9,620
| -10% | -$686K | 1.44% | 19 |
|
|
2023
Q1 | $6.26M | Sell |
97,520
-9,220
| -9% | -$555K | 1.33% | 25 |
|
|
2022
Q4 | $5.97M | Buy |
106,740
+12,370
| +13% | +$620K | 1.35% | 25 |
|
|
2022
Q3 | $4.19M | Buy |
94,370
+1,920
| +2% | +$98.1K | 1.05% | 42 |
|
|
2022
Q2 | $4.49M | Sell |
92,450
-1,820
| -2% | -$102K | 1.09% | 41 |
|
|
2022
Q1 | $5.94M | Sell |
94,270
-3,950
| -4% | -$235K | 1.24% | 32 |
|
|
2021
Q4 | $6.54M | Sell |
98,220
-2,000
| -2% | -$112K | 1.31% | 28 |
|
|
2021
Q3 | $4.86M | Buy |
100,220
+3,780
| +4% | +$184K | 1.06% | 37 |
|
|
2021
Q2 | $4.6M | Buy |
96,440
+4,940
| +5% | +$229K | 1.04% | 39 |
|
|
2021
Q1 | $4.24M | Buy |
91,500
+8,550
| +10% | +$395K | 1.06% | 38 |
|
|
2020
Q4 | $3.63M | Buy |
82,950
+1,550
| +2% | +$60.4K | 1% | 41 |
|
|
2020
Q3 | $2.97M | Buy |
81,400
+58,460
| +255% | +$1.96M | 0.92% | 50 |
|
|
2020
Q2 | $724K | Sell |
22,940
-1,760
| -7% | -$49.3K | 0.25% | 73 |
|
|
2020
Q1 | $586K | Buy |
24,700
+9,120
| +59% | +$257K | 0.23% | 80 |
|
|
2019
Q4 | $492K | Buy |
15,580
+410
| +3% | +$12.4K | 0.16% | 89 |
|
|
2019
Q3 | $419K | Sell |
15,170
-360
| -2% | -$10.2K | 0.15% | 96 |
|
|
2019
Q2 | $447K | Buy |
15,530
+3,200
| +26% | +$93.3K | 0.17% | 93 |
|
|
2019
Q1 | $371K | Buy |
+12,330
| New | +$334K | 0.15% | 99 |
|
Other funds holding AVGO
VCM
VPM
