Montag & Associates’s Marvell Technology MRVL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.88M Hold
50,129
0.19% 114
2025
Q1
$3.09M Sell
50,129
-2,494
-5% -$154K 0.15% 130
2024
Q4
$5.81M Sell
52,623
-366
-0.7% -$40.4K 0.28% 78
2024
Q3
$3.82M Hold
52,989
0.18% 119
2024
Q2
$3.7M Sell
52,989
-7,581
-13% -$530K 0.19% 114
2024
Q1
$4.29M Sell
60,570
-7,206
-11% -$511K 0.21% 105
2023
Q4
$4.09M Buy
67,776
+2,939
+5% +$177K 0.23% 95
2023
Q3
$3.51M Buy
64,837
+8,836
+16% +$478K 0.22% 99
2023
Q2
$3.35M Sell
56,001
-1,500
-3% -$89.7K 0.21% 111
2023
Q1
$2.49M Buy
57,501
+3,128
+6% +$135K 0.16% 128
2022
Q4
$2.01M Buy
54,373
+1,103
+2% +$40.9K 0.13% 138
2022
Q3
$2.29M Sell
53,270
-10,251
-16% -$440K 0.16% 126
2022
Q2
$2.77M Sell
63,521
-1,915
-3% -$83.4K 0.18% 124
2022
Q1
$4.69M Sell
65,436
-2,161
-3% -$155K 0.25% 107
2021
Q4
$5.91M Buy
67,597
+7,564
+13% +$662K 0.29% 96
2021
Q3
$3.62M Sell
60,033
-6,915
-10% -$417K 0.19% 119
2021
Q2
$3.91M Sell
66,948
-6,875
-9% -$401K 0.21% 121
2021
Q1
$3.62M Sell
73,823
-4,100
-5% -$201K 0.2% 120
2020
Q4
$3.7M Buy
77,923
+17,923
+30% +$852K 0.23% 110
2020
Q3
$2.38M Sell
60,000
-27,700
-32% -$1.1M 0.19% 120
2020
Q2
$3.08M Buy
87,700
+32,700
+59% +$1.15M 0.27% 98
2020
Q1
$1.25M Sell
55,000
-608
-1% -$13.8K 0.12% 149
2019
Q4
$1.48M Hold
55,608
0.12% 155
2019
Q3
$1.39M Hold
55,608
0.12% 153
2019
Q2
$1.33M Sell
55,608
-7,600
-12% -$181K 0.12% 154
2019
Q1
$1.26M Buy
63,208
+8,200
+15% +$163K 0.12% 155
2018
Q4
$891K Buy
55,008
+2,600
+5% +$42.1K 0.1% 154
2018
Q3
$1.01M Buy
52,408
+12,200
+30% +$235K 0.09% 180
2018
Q2
$862K Hold
40,208
0.09% 169
2018
Q1
$844K Sell
40,208
-42,960
-52% -$902K 0.09% 179
2017
Q4
$1.79M Sell
83,168
-31,900
-28% -$685K 0.17% 137
2017
Q3
$2.06M Sell
115,068
-251,457
-69% -$4.5M 0.22% 114
2017
Q2
$6.06M Sell
366,525
-130,923
-26% -$2.16M 0.68% 43
2017
Q1
$7.59M Sell
497,448
-50,357
-9% -$768K 0.85% 30
2016
Q4
$7.6M Sell
547,805
-39,977
-7% -$554K 0.9% 29
2016
Q3
$7.8M Buy
587,782
+209,964
+56% +$2.79M 0.99% 23
2016
Q2
$3.6M Buy
377,818
+67,583
+22% +$644K 0.48% 69
2016
Q1
$3.2M Buy
+310,235
New +$3.2M 0.45% 70