EWM
Empirical Wealth Management’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 | $874K | Sell |
3,197
-1,914
| -37% | -$523K | 0.02% | 325 |
|
|
2025
Q1 | $1.22M | Buy |
5,111
+1,821
| +55% | +$434K | 0.03% | 269 |
|
|
2024
Q4 | $918K | Buy |
3,290
+38
| +1% | +$10.6K | 0.02% | 287 |
|
|
2024
Q3 | $809K | Buy |
3,252
+223
| +7% | +$55.4K | 0.02% | 298 |
|
|
2024
Q2 | $732K | Sell |
3,029
-97
| -3% | -$23.5K | 0.02% | 290 |
|
|
2024
Q1 | $789K | Buy |
3,126
+26
| +0.8% | +$6.56K | 0.02% | 276 |
|
|
2023
Q4 | $699K | Buy |
3,100
+474
| +18% | +$107K | 0.02% | 274 |
|
|
2023
Q3 | $516K | Buy |
2,626
+24
| +0.9% | +$4.72K | 0.02% | 300 |
|
|
2023
Q2 | $478K | Sell |
2,602
-685
| -21% | -$126K | 0.02% | 316 |
|
|
2023
Q1 | $546K | Sell |
3,287
-380
| -10% | -$63.1K | 0.02% | 311 |
|
|
2022
Q4 | $546K | Sell |
3,667
-85
| -2% | -$12.7K | 0.03% | 295 |
|
|
2022
Q3 | $526K | Buy |
3,752
+75
| +2% | +$10.5K | 0.03% | 289 |
|
|
2022
Q2 | $500K | Sell |
3,677
-249
| -6% | -$33.9K | 0.03% | 295 |
|
|
2022
Q1 | $690K | Buy |
3,926
+259
| +7% | +$45.5K | 0.03% | 271 |
|
|
2021
Q4 | $606K | Buy |
3,667
+1,114
| +44% | +$184K | 0.03% | 305 |
|
|
2021
Q3 | $378K | Buy |
2,553
+430
| +20% | +$63.7K | 0.02% | 348 |
|
|
2021
Q2 | $290K | Buy |
2,123
+64
| +3% | +$8.74K | 0.02% | 375 |
|
|
2021
Q1 | $305K | Hold |
2,059
| – | – | 0.02% | 321 |
|
|
2020
Q4 | $272K | Buy |
+2,059
| New | +$272K | 0.02% | 313 |
|
|
2020
Q3 | – | Sell |
-2,564
| Closed | -$220K | – | 352 |
|
|
2020
Q2 | $220K | Buy |
+2,564
| New | +$220K | 0.02% | 302 |
|