CWS
Confluence Wealth Services’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 | $482K | Hold |
1,765
| – | – | 0.03% | 249 |
|
|
2025
Q1 | $405K | Hold |
1,765
| – | – | 0.03% | 259 |
|
|
2024
Q4 | $503K | Buy |
1,765
+57
| +3% | +$16.2K | 0.03% | 219 |
|
|
2024
Q3 | $424K | Sell |
1,708
-15
| -0.9% | -$3.73K | 0.03% | 241 |
|
|
2024
Q2 | $417K | Sell |
1,723
-12
| -0.7% | -$2.9K | 0.03% | 248 |
|
|
2024
Q1 | $438K | Buy |
1,735
+29
| +2% | +$7.32K | 0.04% | 221 |
|
|
2023
Q4 | $385K | Hold |
1,706
| – | – | 0.04% | 211 |
|
|
2023
Q3 | $335K | Hold |
1,706
| – | – | 0.07% | 200 |
|
|
2023
Q2 | $313K | Buy |
1,706
+5
| +0.3% | +$918 | 0.07% | 206 |
|
|
2023
Q1 | $282K | Buy |
1,701
+20
| +1% | +$3.32K | 0.07% | 203 |
|
|
2022
Q4 | $250K | Hold |
1,681
| – | – | 0.07% | 201 |
|
|
2022
Q3 | $235K | Sell |
1,681
-17
| -1% | -$2.38K | 0.1% | 198 |
|
|
2022
Q2 | $273K | Sell |
1,698
-60
| -3% | -$9.65K | 0.12% | 209 |
|
|
2022
Q1 | $308K | Sell |
1,758
-5
| -0.3% | -$876 | 0.11% | 189 |
|
|
2021
Q4 | $291K | Buy |
+1,763
| New | +$291K | 0.09% | 188 |
|