Marotta Asset Management’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$221K Buy
+803
New +$221K 0.04% 92
2025
Q1
Sell
-963
Closed -$223K 112
2024
Q4
$223K Buy
+963
New +$223K 0.05% 102