Bell Investment Advisors’s Marriott Vacations Worldwide VAC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.95K | Buy |
27
+20
| +286% | +$1.45K | ﹤0.01% | 1375 |
|
2025
Q1 | $450 | Sell |
7
-7
| -50% | -$450 | ﹤0.01% | 1796 |
|
2024
Q4 | $1.26K | Sell |
14
-8
| -36% | -$719 | ﹤0.01% | 1513 |
|
2024
Q3 | $1.62K | Sell |
22
-11
| -33% | -$809 | ﹤0.01% | 1432 |
|
2024
Q2 | $2.88K | Hold |
33
| – | – | ﹤0.01% | 1200 |
|
2024
Q1 | $3.56K | Hold |
33
| – | – | ﹤0.01% | 1088 |
|
2023
Q4 | $2.8K | Buy |
33
+14
| +74% | +$1.19K | ﹤0.01% | 1186 |
|
2023
Q3 | $1.91K | Buy |
19
+15
| +375% | +$1.51K | ﹤0.01% | 1295 |
|
2023
Q2 | $491 | Buy |
+4
| New | +$491 | ﹤0.01% | 1864 |
|
2023
Q1 | – | Sell |
-4
| Closed | -$538 | – | 1983 |
|
2022
Q4 | $538 | Hold |
4
| – | – | ﹤0.01% | 1786 |
|
2022
Q3 | $0 | Buy |
+4
| New | – | ﹤0.01% | 1964 |
|
2021
Q4 | $1K | Sell |
5
-3
| -38% | -$600 | ﹤0.01% | 1645 |
|
2021
Q3 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 1597 |
|