Concord Wealth Partners’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
$309K Hold
1,131
0.05% 170
2025
Q1
$269K Hold
1,131
0.04% 170
2024
Q4
$315K Hold
1,131
0.05% 169
2024
Q3
$281K Hold
1,131
0.05% 176
2024
Q2
$273K Hold
1,131
0.05% 170
2024
Q1
$285K Hold
1,131
0.05% 175
2023
Q4
$255K Hold
1,131
0.05% 172
2023
Q3
$222K Hold
1,131
0.05% 188
2023
Q2
$208K Hold
1,131
0.04% 192
2023
Q1
$188K Sell
1,131
-100
-8% -$16.6K 0.05% 172
2022
Q4
$183K Buy
+1,231
New +$183K 0.06% 169
2022
Q3
Sell
-1,231
Closed -$167K 718
2022
Q2
$167K Hold
1,231
0.05% 181
2022
Q1
$216K Sell
1,231
-32
-3% -$5.62K 0.06% 169
2021
Q4
$209K Buy
1,263
+132
+12% +$21.8K 0.05% 180
2021
Q3
$167K Hold
1,131
0.07% 101
2021
Q2
$154K Hold
1,131
0.04% 168
2021
Q1
$168K Hold
1,131
0.06% 148
2020
Q4
$149K Buy
+1,131
New +$149K 0.11% 95