Creative Planning’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 | $32M | Buy |
117,229
+24,126
| +26% | +$6.59M | 0.03% | 238 |
|
2025
Q1 | $22.2M | Buy |
93,103
+1,193
| +1% | +$284K | 0.02% | 299 |
|
2024
Q4 | $25.6M | Sell |
91,910
-5,412
| -6% | -$1.51M | 0.02% | 245 |
|
2024
Q3 | $24.2M | Buy |
97,322
+3,840
| +4% | +$955K | 0.02% | 245 |
|
2024
Q2 | $22.6M | Buy |
93,482
+14,897
| +19% | +$3.6M | 0.02% | 242 |
|
2024
Q1 | $19.8M | Buy |
78,585
+3,067
| +4% | +$774K | 0.02% | 269 |
|
2023
Q4 | $17M | Buy |
75,518
+23,684
| +46% | +$5.34M | 0.03% | 274 |
|
2023
Q3 | $10.2M | Sell |
51,834
-761
| -1% | -$150K | 0.01% | 348 |
|
2023
Q2 | $9.66M | Sell |
52,595
-2,162
| -4% | -$397K | 0.01% | 353 |
|
2023
Q1 | $9.09M | Buy |
54,757
+959
| +2% | +$159K | 0.01% | 361 |
|
2022
Q4 | $8.01M | Buy |
53,798
+5,280
| +11% | +$786K | 0.01% | 384 |
|
2022
Q3 | $6.8M | Buy |
48,518
+1,253
| +3% | +$176K | 0.01% | 375 |
|
2022
Q2 | $6.43M | Buy |
47,265
+10,578
| +29% | +$1.44M | 0.01% | 399 |
|
2022
Q1 | $6.45M | Buy |
36,687
+815
| +2% | +$143K | 0.01% | 398 |
|
2021
Q4 | $5.93M | Buy |
35,872
+340
| +1% | +$56.2K | 0.01% | 384 |
|
2021
Q3 | $5.26M | Sell |
35,532
-4,290
| -11% | -$635K | 0.01% | 403 |
|
2021
Q2 | $5.44M | Buy |
39,822
+1,258
| +3% | +$172K | 0.01% | 388 |
|
2021
Q1 | $5.71M | Buy |
38,564
+740
| +2% | +$110K | 0.01% | 377 |
|
2020
Q4 | $4.99M | Buy |
37,824
+7,857
| +26% | +$1.04M | 0.01% | 374 |
|
2020
Q3 | $2.77M | Buy |
29,967
+899
| +3% | +$83.2K | 0.01% | 452 |
|
2020
Q2 | $2.49M | Sell |
29,068
-3,900
| -12% | -$334K | 0.01% | 429 |
|
2020
Q1 | $2.47M | Buy |
32,968
+4,384
| +15% | +$328K | 0.01% | 370 |
|
2019
Q4 | $4.33M | Sell |
28,584
-1,158
| -4% | -$175K | 0.01% | 321 |
|
2019
Q3 | $3.7M | Buy |
29,742
+16
| +0.1% | +$1.99K | 0.01% | 344 |
|
2019
Q2 | $4.17M | Buy |
29,726
+428
| +1% | +$60K | 0.01% | 320 |
|
2019
Q1 | $3.67M | Sell |
29,298
-921
| -3% | -$115K | 0.01% | 327 |
|
2018
Q4 | $3.28M | Sell |
30,219
-2,045
| -6% | -$222K | 0.01% | 325 |
|
2018
Q3 | $4.26M | Sell |
32,264
-626
| -2% | -$82.7K | 0.02% | 304 |
|
2018
Q2 | $4.16M | Sell |
32,890
-1,143
| -3% | -$145K | 0.02% | 296 |
|
2018
Q1 | $4.63M | Buy |
34,033
+4,217
| +14% | +$573K | 0.02% | 260 |
|
2017
Q4 | $4.05M | Buy |
29,816
+1,823
| +7% | +$247K | 0.02% | 287 |
|
2017
Q3 | $3.09M | Buy |
27,993
+5
| +0% | +$551 | 0.01% | 337 |
|
2017
Q2 | $2.81M | Buy |
27,988
+1,506
| +6% | +$151K | 0.01% | 343 |
|
2017
Q1 | $2.49M | Buy |
26,482
+4,007
| +18% | +$377K | 0.01% | 359 |
|
2016
Q4 | $1.86M | Sell |
22,475
-421
| -2% | -$34.8K | 0.01% | 421 |
|
2016
Q3 | $1.54M | Buy |
22,896
+13,768
| +151% | +$927K | 0.01% | 453 |
|
2016
Q2 | $607K | Sell |
9,128
-655
| -7% | -$43.6K | ﹤0.01% | 697 |
|
2016
Q1 | $696K | Sell |
9,783
-4,391
| -31% | -$312K | 0.01% | 619 |
|
2015
Q4 | $950K | Sell |
14,174
-16,971
| -54% | -$1.14M | 0.01% | 517 |
|
2015
Q3 | $2.12M | Buy |
31,145
+19,611
| +170% | +$1.34M | 0.02% | 288 |
|
2015
Q2 | $858K | Buy |
11,534
+171
| +2% | +$12.7K | 0.01% | 511 |
|
2015
Q1 | $913K | Buy |
11,363
+843
| +8% | +$67.7K | 0.01% | 499 |
|
2014
Q4 | $821K | Buy |
10,520
+23
| +0.2% | +$1.8K | 0.01% | 514 |
|
2014
Q3 | $734K | Buy |
10,497
+6,934
| +195% | +$485K | 0.01% | 514 |
|
2014
Q2 | $228K | Sell |
3,563
-227
| -6% | -$14.5K | ﹤0.01% | 957 |
|
2014
Q1 | $212K | Buy |
3,790
+48
| +1% | +$2.69K | ﹤0.01% | 968 |
|
2013
Q4 | $185K | Buy |
3,742
+132
| +4% | +$6.53K | ﹤0.01% | 901 |
|
2013
Q3 | $152K | Buy |
3,610
+808
| +29% | +$34K | ﹤0.01% | 887 |
|
2013
Q2 | $113K | Buy |
+2,802
| New | +$113K | ﹤0.01% | 924 |
|