BWA
Burt Wealth Advisors’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 | $1.29M | Hold |
4,735
| – | – | 0.3% | 37 |
|
|
2025
Q1 | $1.13M | Sell |
4,735
-52
| -1% | -$12.4K | 0.28% | 36 |
|
|
2024
Q4 | $1.34M | Hold |
4,787
| – | – | 0.34% | 31 |
|
|
2024
Q3 | $1.19M | Sell |
4,787
-107
| -2% | -$26.6K | 0.29% | 34 |
|
|
2024
Q2 | $1.18M | Hold |
4,894
| – | – | 0.31% | 34 |
|
|
2024
Q1 | $1.23M | Hold |
4,894
| – | – | 0.31% | 33 |
|
|
2023
Q4 | $1.1M | Hold |
4,894
| – | – | 0.32% | 35 |
|
|
2023
Q3 | $962K | Hold |
4,894
| – | – | 0.3% | 33 |
|
|
2023
Q2 | $899K | Hold |
4,894
| – | – | 0.27% | 36 |
|
|
2023
Q1 | $813K | Sell |
4,894
-202
| -4% | -$33.5K | 0.25% | 34 |
|
|
2022
Q4 | $759K | Sell |
5,096
-892
| -15% | -$133K | 0.25% | 37 |
|
|
2022
Q3 | $839K | Hold |
5,988
| – | – | 0.34% | 22 |
|
|
2022
Q2 | $814K | Hold |
5,988
| – | – | 0.28% | 27 |
|
|
2022
Q1 | $1.05M | Hold |
5,988
| – | – | 0.32% | 26 |
|
|
2021
Q4 | $989K | Hold |
5,988
| – | – | 0.32% | 25 |
|
|
2021
Q3 | $887K | Hold |
5,988
| – | – | 0.28% | 29 |
|
|
2021
Q2 | $817K | Hold |
5,988
| – | – | 0.3% | 28 |
|
|
2021
Q1 | $887K | Hold |
5,988
| – | – | 0.33% | 27 |
|
|
2020
Q4 | $790K | Hold |
5,988
| – | – | 0.27% | 29 |
|
|
2020
Q3 | $554K | Hold |
5,988
| – | – | 0.21% | 38 |
|
|
2020
Q2 | $513K | Hold |
5,988
| – | – | 0.21% | 35 |
|
|
2020
Q1 | $448K | Hold |
5,988
| – | – | 0.2% | 41 |
|
|
2019
Q4 | $907K | Hold |
5,988
| – | – | 0.35% | 25 |
|
|
2019
Q3 | $745K | Hold |
5,988
| – | – | 0.31% | 28 |
|
|
2019
Q2 | $840K | Sell |
5,988
-256
| -4% | -$35.9K | 0.37% | 25 |
|
|
2019
Q1 | $781K | Sell |
6,244
-818
| -12% | -$102K | 0.35% | 24 |
|
|
2018
Q4 | $767K | Buy |
7,062
+1
| +0% | +$109 | 0.36% | 34 |
|
|
2018
Q3 | $932K | Hold |
7,061
| – | – | 0.42% | 21 |
|
|
2018
Q2 | $894K | Sell |
7,061
-384
| -5% | -$48.6K | 0.43% | 21 |
|
|
2018
Q1 | $1.01M | Sell |
7,445
-211
| -3% | -$28.7K | 0.52% | 17 |
|
|
2017
Q4 | $1.04M | Hold |
7,656
| – | – | 0.65% | 14 |
|
|
2017
Q3 | $844K | Sell |
7,656
-373
| -5% | -$41.1K | 0.55% | 16 |
|
|
2017
Q2 | $805K | Buy |
8,029
+30
| +0.4% | +$3.01K | 0.56% | 18 |
|
|
2017
Q1 | $753K | Hold |
7,999
| – | – | 0.54% | 19 |
|
|
2016
Q4 | $661K | Sell |
7,999
-219
| -3% | -$18.1K | 0.59% | 26 |
|
|
2016
Q3 | $553K | Sell |
8,218
-1
| -0% | -$67 | 0.59% | 22 |
|
|
2016
Q2 | $546K | Hold |
8,219
| – | – | 0.61% | 20 |
|
|
2016
Q1 | $585K | Hold |
8,219
| – | – | 0.53% | 20 |
|
|
2015
Q4 | $550K | Hold |
8,219
| – | – | 0.44% | 28 |
|
|
2015
Q3 | $560K | Hold |
8,219
| – | – | 0.7% | 21 |
|
|
2015
Q2 | $611K | Buy |
8,219
+30
| +0.4% | +$2.23K | 0.66% | 27 |
|
|
2015
Q1 | $658K | Hold |
8,189
| – | – | 0.67% | 18 |
|
|
2014
Q4 | $639K | Buy |
+8,189
| New | +$639K | 0.68% | 21 |
|