BerganKDV Wealth Management’s Marriott International MAR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$75.7K	Sell	412 -19	-4%	-$3.3K	0.01%	334
2023 Q1	$71.6K	Hold	431	–	–	0.01%	352
2022 Q4	$64.2K	Sell	431 -1	-0.2%	-$154	0.01%	354
2022 Q3	$61K	Hold	432	–	–	0.01%	353
2022 Q2	$59K	Hold	432	–	–	0.01%	360
2022 Q1	$76K	Hold	432	–	–	0.01%	341
2021 Q4	$71K	Hold	432	–	–	0.01%	376
2021 Q3	$64K	Hold	432	–	–	0.01%	370
2021 Q2	$59K	Hold	432	–	–	0.01%	369
2021 Q1	$64K	Hold	432	–	–	0.01%	343
2020 Q4	$57K	Sell	432 -6	-1%	-$685	0.01%	340
2020 Q3	$41K	Hold	438	–	–	0.01%	359
2020 Q2	$38K	Buy	438 +5	+1%	+$434	0.01%	383
2020 Q1	$32K	Buy	433 +6	+1%	+$746	0.01%	373
2019 Q4	$65K	Buy	427 +27	+7%	+$3.62K	0.01%	324
2019 Q3	$50K	Hold	400	–	–	0.01%	332
2019 Q2	$56K	Hold	400	–	–	0.01%	315
2019 Q1	$50K	Hold	400	–	–	0.01%	335
2018 Q4	$43K	Hold	400	–	–	0.01%	315
2018 Q3	$53K	Hold	400	–	–	0.01%	309
2018 Q2	$51K	Buy	+400	New	+$54.4K	0.01%	319