Caldwell Trust’s Marriott International MAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $905K | Sell |
3,312
-53
|
|
||||
|
2025
Q1 | $802K | Sell |
3,365
-2,177
|
|
||||
|
2024
Q4 | $1.55M | Buy |
5,542
+962
|
|
||||
|
2024
Q3 | $1.14M | Buy |
4,580
+1,054
|
|
||||
|
2024
Q2 | $852K | Buy |
3,526
+745
|
|
||||
|
2024
Q1 | $702K | Buy |
2,781
+607
|
|
||||
|
2023
Q4 | $490K | Buy |
2,174
+653
|
|
||||
|
2023
Q3 | $299K | Buy |
1,521
+732
|
|
||||
|
2023
Q2 | $145K | Buy |
789
+280
|
|
||||
|
2023
Q1 | $84.5K | Buy |
509
+9
|
|
||||
|
2022
Q4 | $74.4K | Hold |
500
|
|
||||
|
2022
Q3 | $70.1K | Hold |
500
|
|
||||
|
2022
Q2 | $68K | Sell |
500
-15
|
|
||||
|
2022
Q1 | $90.5K | Hold |
515
|
|
||||
|
2021
Q4 | $85.1K | Hold |
515
|
|
||||
|
2021
Q3 | $76.3K | Hold |
515
|
|
||||
|
2021
Q2 | $70.3K | Hold |
515
|
|
||||
|
2021
Q1 | $76.3K | Sell |
515
-394
|
|
||||
|
2020
Q4 | $120K | Buy |
909
+105
|
|
||||
|
2020
Q3 | $74.4K | Hold |
804
|
|
||||
|
2020
Q2 | $68.9K | Sell |
804
-531
|
|
||||
|
2020
Q1 | $99.9K | Sell |
1,335
-3,745
|
|
||||
|
2019
Q4 | $769K | Buy |
+5,080
|
|