Caliber Wealth Management (Utah)’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 | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | $3.19M | Sell |
12,641
-110
| -0.9% | -$27.8K | 1.7% | 17 |
|
2023
Q4 | $2.88M | Buy |
12,751
+525
| +4% | +$118K | 1.69% | 19 |
|
2023
Q3 | $2.4M | Buy |
12,226
+219
| +2% | +$43K | 1.62% | 21 |
|
2023
Q2 | $2.21M | Buy |
12,007
+559
| +5% | +$103K | 1.48% | 23 |
|
2023
Q1 | $1.9M | Buy |
11,448
+2,766
| +32% | +$459K | 1.42% | 34 |
|
2022
Q4 | $1.29M | Sell |
8,682
-1,941
| -18% | -$289K | 0.99% | 45 |
|
2022
Q3 | $1.49M | Sell |
10,623
-23
| -0.2% | -$3.22K | 1.18% | 40 |
|
2022
Q2 | $1.45M | Buy |
10,646
+1,048
| +11% | +$143K | 1.13% | 40 |
|
2022
Q1 | $1.69M | Buy |
9,598
+839
| +10% | +$147K | 1.08% | 44 |
|
2021
Q4 | $1.43M | Buy |
8,759
+1,340
| +18% | +$218K | 0.99% | 47 |
|
2021
Q3 | $1.18M | Buy |
7,419
+1,553
| +26% | +$247K | 0.83% | 53 |
|
2021
Q2 | $801K | Buy |
+5,866
| New | +$801K | 0.57% | 61 |
|