Clifford Swan Investment Counsel’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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $465K | Hold |
1,702
| – | – | 0.02% | 226 |
|
2025
Q1 | $405K | Buy |
1,702
+5
| +0.3% | +$1.19K | 0.02% | 232 |
|
2024
Q4 | $473K | Sell |
1,697
-90
| -5% | -$25.1K | 0.02% | 220 |
|
2024
Q3 | $444K | Hold |
1,787
| – | – | 0.02% | 233 |
|
2024
Q2 | $432K | Hold |
1,787
| – | – | 0.02% | 228 |
|
2024
Q1 | $451K | Hold |
1,787
| – | – | 0.02% | 226 |
|
2023
Q4 | $403K | Hold |
1,787
| – | – | 0.02% | 230 |
|
2023
Q3 | $351K | Hold |
1,787
| – | – | 0.01% | 244 |
|
2023
Q2 | $328K | Hold |
1,787
| – | – | 0.01% | 250 |
|
2023
Q1 | $297K | Sell |
1,787
-5
| -0.3% | -$830 | 0.01% | 254 |
|
2022
Q4 | $267K | Buy |
1,792
+5
| +0.3% | +$744 | 0.01% | 265 |
|
2022
Q3 | $250K | Hold |
1,787
| – | – | 0.01% | 276 |
|
2022
Q2 | $243K | Buy |
1,787
+65
| +4% | +$8.84K | 0.01% | 294 |
|
2022
Q1 | $303K | Hold |
1,722
| – | – | 0.01% | 279 |
|
2021
Q4 | $285K | Hold |
1,722
| – | – | 0.01% | 291 |
|
2021
Q3 | $279K | Hold |
1,722
| – | – | 0.01% | 298 |
|
2021
Q2 | $238K | Sell |
1,722
-289
| -14% | -$39.9K | 0.01% | 300 |
|
2021
Q1 | $298K | Sell |
2,011
-116
| -5% | -$17.2K | 0.01% | 277 |
|
2020
Q4 | $281K | Buy |
+2,127
| New | +$281K | 0.01% | 280 |
|
2020
Q1 | – | Sell |
-2,122
| Closed | -$321K | – | 314 |
|
2019
Q4 | $321K | Hold |
2,122
| – | – | 0.02% | 263 |
|
2019
Q3 | $264K | Hold |
2,122
| – | – | 0.01% | 268 |
|
2019
Q2 | $298K | Hold |
2,122
| – | – | 0.02% | 255 |
|
2019
Q1 | $265K | Hold |
2,122
| – | – | 0.01% | 271 |
|
2018
Q4 | $230K | Hold |
2,122
| – | – | 0.01% | 275 |
|
2018
Q3 | $280K | Hold |
2,122
| – | – | 0.01% | 267 |
|
2018
Q2 | $269K | Hold |
2,122
| – | – | 0.02% | 264 |
|
2018
Q1 | $289K | Sell |
2,122
-430
| -17% | -$58.6K | 0.02% | 256 |
|
2017
Q4 | $346K | Hold |
2,552
| – | – | 0.02% | 242 |
|
2017
Q3 | $281K | Hold |
2,552
| – | – | 0.02% | 263 |
|
2017
Q2 | $256K | Hold |
2,552
| – | – | 0.02% | 275 |
|
2017
Q1 | $240K | Hold |
2,552
| – | – | 0.02% | 265 |
|
2016
Q4 | $211K | Buy |
+2,552
| New | +$211K | 0.01% | 262 |
|
2015
Q2 | – | Sell |
-2,602
| Closed | -$209K | – | 263 |
|
2015
Q1 | $209K | Sell |
2,602
-420
| -14% | -$33.7K | 0.01% | 245 |
|
2014
Q4 | $236K | Hold |
3,022
| – | – | 0.02% | 237 |
|
2014
Q3 | $211K | Buy |
+3,022
| New | +$211K | 0.01% | 237 |
|
2014
Q2 | – | Sell |
-4,472
| Closed | -$251K | – | 254 |
|
2014
Q1 | $251K | Hold |
4,472
| – | – | 0.02% | 228 |
|
2013
Q4 | $221K | Buy |
+4,472
| New | +$221K | 0.02% | 221 |
|