Congress Wealth Management’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 | $2.1M | Buy |
7,680
+1,122
| +17% | +$307K | 0.02% | 546 |
|
|
2025
Q1 | $1.56M | Buy |
6,558
+906
| +16% | +$216K | 0.02% | 547 |
|
|
2024
Q4 | $1.58M | Buy |
5,652
+839
| +17% | +$234K | 0.02% | 445 |
|
|
2024
Q3 | $1.2M | Buy |
4,813
+505
| +12% | +$126K | 0.02% | 493 |
|
|
2024
Q2 | $1.04M | Sell |
4,308
-176
| -4% | -$42.6K | 0.02% | 419 |
|
|
2024
Q1 | $1.13M | Sell |
4,484
-96
| -2% | -$24.2K | 0.02% | 364 |
|
|
2023
Q4 | $1.03M | Buy |
4,580
+117
| +3% | +$26.4K | 0.02% | 388 |
|
|
2023
Q3 | $877K | Sell |
4,463
-117
| -3% | -$23K | 0.02% | 392 |
|
|
2023
Q2 | $841K | Buy |
4,580
+12
| +0.3% | +$2.21K | 0.02% | 356 |
|
|
2023
Q1 | $759K | Buy |
4,568
+23
| +0.5% | +$3.82K | 0.02% | 374 |
|
|
2022
Q4 | $677K | Hold |
4,545
| – | – | 0.02% | 377 |
|
|
2022
Q3 | $637K | Sell |
4,545
-122
| -3% | -$17.1K | 0.02% | 380 |
|
|
2022
Q2 | $635K | Sell |
4,667
-3
| -0.1% | -$408 | 0.02% | 377 |
|
|
2022
Q1 | $821K | Sell |
4,670
-7
| -0.1% | -$1.23K | 0.02% | 382 |
|
|
2021
Q4 | $773K | Buy |
+4,677
| New | +$773K | 0.02% | 400 |
|