Marshall Financial Group (Maryland)’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.6M | Sell |
20,415
-1,611
| -7% | -$442K | 1.1% | 17 |
|
|
2025
Q1 | $3.69M | Sell |
22,026
-475
| -2% | -$79.5K | 0.81% | 21 |
|
|
2024
Q4 | $5.22M | Sell |
22,501
-1,291
| -5% | -$299K | 1.26% | 15 |
|
|
2024
Q3 | $4.1M | Sell |
23,792
-188
| -0.8% | -$32.4K | 0.98% | 19 |
|
|
2024
Q2 | $3.85M | Sell |
23,980
-2,970
| -11% | -$477K | 1.08% | 18 |
|
|
2024
Q1 | $3.57M | Buy |
26,950
+580
| +2% | +$76.9K | 1.03% | 17 |
|
|
2023
Q4 | $2.94M | Sell |
26,370
-870
| -3% | -$97.1K | 0.95% | 21 |
|
|
2023
Q3 | $2.26M | Sell |
27,240
-880
| -3% | -$73.1K | 0.82% | 28 |
|
|
2023
Q2 | $2.44M | Buy |
28,120
+5,140
| +22% | +$446K | 0.83% | 29 |
|
|
2023
Q1 | $1.47M | Buy |
22,980
+13,200
| +135% | +$847K | 0.53% | 51 |
|
|
2022
Q4 | $547K | Sell |
9,780
-1,050
| -10% | -$58.7K | 0.21% | 122 |
|
|
2022
Q3 | $481K | Sell |
10,830
-570
| -5% | -$25.3K | 0.2% | 130 |
|
|
2022
Q2 | $554K | Sell |
11,400
-1,020
| -8% | -$49.6K | 0.22% | 131 |
|
|
2022
Q1 | $782K | Sell |
12,420
-430
| -3% | -$27.1K | 0.32% | 116 |
|
|
2021
Q4 | $855K | Sell |
12,850
-1,560
| -11% | -$104K | 0.32% | 117 |
|
|
2021
Q3 | $699K | Sell |
14,410
-280
| -2% | -$13.6K | 0.36% | 103 |
|
|
2021
Q2 | $700K | Sell |
14,690
-440
| -3% | -$21K | 0.38% | 90 |
|
|
2021
Q1 | $702K | Sell |
15,130
-1,720
| -10% | -$79.8K | 0.42% | 81 |
|
|
2020
Q4 | $738K | Buy |
+16,850
| New | +$738K | 0.48% | 74 |
|