AEPWM
Atlantic Edge Private Wealth Management’s Marriott International Class A Common Stock MAR Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $736K | Sell |
2,695
-140
| -5% | -$38.2K | 0.2% | 82 |
|
2025
Q1 | $675K | Sell |
2,835
-75
| -3% | -$17.9K | 0.21% | 82 |
|
2024
Q4 | $812K | Hold |
2,910
| – | – | 0.25% | 79 |
|
2024
Q3 | $723K | Hold |
2,910
| – | – | 0.22% | 83 |
|
2024
Q2 | $704K | Hold |
2,910
| – | – | 0.24% | 79 |
|
2024
Q1 | $734K | Hold |
2,910
| – | – | 0.25% | 79 |
|
2023
Q4 | $656K | Buy |
+2,910
| New | +$656K | 0.27% | 80 |
|