MWM
Marietta Wealth Management’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.2M | Sell |
66,057
-641
| -1% | -$177K | 2.37% | 8 |
|
|
2025
Q1 | $11.2M | Sell |
66,698
-327
| -0.5% | -$54.8K | 1.64% | 15 |
|
|
2024
Q4 | $15.5M | Sell |
67,025
-1,033
| -2% | -$239K | 2.23% | 10 |
|
|
2024
Q3 | $11.7M | Buy |
68,058
+61,159
| +886% | +$10.5M | 1.71% | 15 |
|
|
2024
Q2 | $11.1M | Sell |
6,899
-499
| -7% | -$801K | 1.73% | 15 |
|
|
2024
Q1 | $9.81M | Sell |
7,398
-879
| -11% | -$1.17M | 1.62% | 16 |
|
|
2023
Q4 | $9.24M | Sell |
8,277
-175
| -2% | -$195K | 1.65% | 13 |
|
|
2023
Q3 | $7.02M | Sell |
8,452
-338
| -4% | -$281K | 1.39% | 20 |
|
|
2023
Q2 | $7.62M | Sell |
8,790
-962
| -10% | -$834K | 1.44% | 19 |
|
|
2023
Q1 | $6.26M | Sell |
9,752
-922
| -9% | -$592K | 1.33% | 25 |
|
|
2022
Q4 | $5.97M | Buy |
10,674
+1,237
| +13% | +$692K | 1.35% | 25 |
|
|
2022
Q3 | $4.19M | Buy |
9,437
+192
| +2% | +$85.2K | 1.05% | 42 |
|
|
2022
Q2 | $4.49M | Sell |
9,245
-182
| -2% | -$88.4K | 1.09% | 41 |
|
|
2022
Q1 | $5.94M | Sell |
9,427
-395
| -4% | -$249K | 1.24% | 32 |
|
|
2021
Q4 | $6.54M | Sell |
9,822
-200
| -2% | -$133K | 1.31% | 28 |
|
|
2021
Q3 | $4.86M | Buy |
10,022
+378
| +4% | +$183K | 1.06% | 37 |
|
|
2021
Q2 | $4.6M | Buy |
9,644
+494
| +5% | +$236K | 1.04% | 39 |
|
|
2021
Q1 | $4.24M | Buy |
9,150
+855
| +10% | +$396K | 1.06% | 38 |
|
|
2020
Q4 | $3.63M | Buy |
8,295
+155
| +2% | +$67.9K | 1% | 41 |
|
|
2020
Q3 | $2.97M | Buy |
8,140
+5,846
| +255% | +$2.13M | 0.92% | 50 |
|
|
2020
Q2 | $724K | Sell |
2,294
-176
| -7% | -$55.5K | 0.25% | 73 |
|
|
2020
Q1 | $586K | Buy |
2,470
+912
| +59% | +$216K | 0.23% | 80 |
|
|
2019
Q4 | $492K | Buy |
1,558
+41
| +3% | +$12.9K | 0.16% | 89 |
|
|
2019
Q3 | $419K | Sell |
1,517
-36
| -2% | -$9.94K | 0.15% | 96 |
|
|
2019
Q2 | $447K | Buy |
1,553
+320
| +26% | +$92.1K | 0.17% | 93 |
|
|
2019
Q1 | $371K | Buy |
+1,233
| New | +$371K | 0.15% | 99 |
|