XWM
Xcel Wealth Management’s Marvell Technology MRVL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $251K | Sell |
3,238
-10,915
| -77% | -$845K | 0.07% | 124 |
|
|
2025
Q1 | $871K | Buy |
14,153
+10,053
| +245% | +$619K | 0.27% | 67 |
|
|
2024
Q4 | $453K | Buy |
4,100
+300
| +8% | +$33.1K | 0.13% | 92 |
|
|
2024
Q3 | $274K | Sell |
3,800
-1,000
| -21% | -$72.1K | 0.08% | 115 |
|
|
2024
Q2 | $336K | Sell |
4,800
-250
| -5% | -$17.5K | 0.11% | 93 |
|
|
2024
Q1 | $358K | Sell |
5,050
-2,406
| -32% | -$171K | 0.11% | 92 |
|
|
2023
Q4 | $450K | Sell |
7,456
-2,008
| -21% | -$121K | 0.16% | 81 |
|
|
2023
Q3 | $512K | Sell |
9,464
-52
| -0.5% | -$2.82K | 0.2% | 74 |
|
|
2023
Q2 | $569K | Hold |
9,516
| – | – | 0.18% | 84 |
|
|
2023
Q1 | $412K | Sell |
9,516
-6
| -0.1% | -$260 | 0.15% | 94 |
|
|
2022
Q4 | $353K | Sell |
9,522
-7,540
| -44% | -$279K | 0.14% | 97 |
|
|
2022
Q3 | $732K | Buy |
17,062
+1,300
| +8% | +$55.8K | 0.27% | 66 |
|
|
2022
Q2 | $686K | Buy |
15,762
+6,896
| +78% | +$300K | 0.25% | 68 |
|
|
2022
Q1 | $636K | Buy |
8,866
+2,300
| +35% | +$165K | 0.17% | 83 |
|
|
2021
Q4 | $574K | Buy |
+6,566
| New | +$574K | 0.15% | 95 |
|