BerganKDV Wealth Management’s Marriott International Class A Common Stock MAR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | $75.7K | Sell |
412
-19
| -4% | -$3.49K | 0.01% | 334 |
|
2023
Q1 | $71.6K | Hold |
431
| – | – | 0.01% | 352 |
|
2022
Q4 | $64.2K | Sell |
431
-1
| -0.2% | -$149 | 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% | -$792 | 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% | +$443 | 0.01% | 373 |
|
2019
Q4 | $65K | Buy |
427
+27
| +7% | +$4.11K | 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 | +$51K | 0.01% | 319 |
|