EWA
EP Wealth Advisors’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 | $1.72M | Sell |
6,291
-20
| -0.3% | -$5.46K | 0.01% | 448 |
|
|
2025
Q1 | $1.5M | Buy |
6,311
+146
| +2% | +$34.8K | 0.01% | 411 |
|
|
2024
Q4 | $1.72M | Sell |
6,165
-931
| -13% | -$260K | 0.01% | 383 |
|
|
2024
Q3 | $1.76M | Buy |
7,096
+958
| +16% | +$238K | 0.02% | 378 |
|
|
2024
Q2 | $1.48M | Buy |
6,138
+853
| +16% | +$206K | 0.02% | 326 |
|
|
2024
Q1 | $1.33M | Buy |
5,285
+15
| +0.3% | +$3.79K | 0.02% | 331 |
|
|
2023
Q4 | $1.19M | Sell |
5,270
-723
| -12% | -$163K | 0.02% | 342 |
|
|
2023
Q3 | $1.18M | Sell |
5,993
-3,126
| -34% | -$614K | 0.02% | 303 |
|
|
2023
Q2 | $1.09M | Sell |
9,119
-5,306
| -37% | -$636K | 0.02% | 314 |
|
|
2023
Q1 | $5.24M | Buy |
14,425
+8,460
| +142% | +$3.07M | 0.09% | 129 |
|
|
2022
Q4 | $888K | Buy |
+5,965
| New | +$888K | 0.02% | 296 |
|
|
2022
Q3 | – | Sell |
-8,771
| Closed | -$1.19M | – | 507 |
|
|
2022
Q2 | $1.19M | Buy |
8,771
+2,302
| +36% | +$313K | 0.03% | 240 |
|
|
2022
Q1 | $1.14M | Buy |
6,469
+638
| +11% | +$112K | 0.03% | 256 |
|
|
2021
Q4 | $964K | Sell |
5,831
-38
| -0.6% | -$6.28K | 0.02% | 262 |
|
|
2021
Q3 | $869K | Buy |
5,869
+80
| +1% | +$11.8K | 0.02% | 258 |
|
|
2021
Q2 | $790K | Hold |
5,789
| – | – | 0.02% | 272 |
|
|
2021
Q1 | $857K | Buy |
5,789
+103
| +2% | +$15.2K | 0.03% | 247 |
|
|
2020
Q4 | $750K | Sell |
5,686
-220
| -4% | -$29K | 0.03% | 215 |
|
|
2020
Q3 | $547K | Buy |
+5,906
| New | +$547K | 0.02% | 215 |
|
|
2020
Q2 | – | Sell |
-6,837
| Closed | -$511K | – | 227 |
|
|
2020
Q1 | $511K | Buy |
6,837
+5,281
| +339% | +$395K | 0.03% | 248 |
|
|
2019
Q4 | $236K | Sell |
1,556
-176
| -10% | -$26.7K | 0.01% | 367 |
|
|
2019
Q3 | $215K | Buy |
1,732
+144
| +9% | +$17.9K | 0.01% | 335 |
|
|
2019
Q2 | $223K | Sell |
1,588
-87
| -5% | -$12.2K | 0.01% | 278 |
|
|
2019
Q1 | $210K | Buy |
+1,675
| New | +$210K | 0.02% | 228 |
|
|
2018
Q4 | – | Sell |
-1,726
| Closed | -$228K | – | 283 |
|
|
2018
Q3 | $228K | Hold |
1,726
| – | – | 0.02% | 254 |
|
|
2018
Q2 | $219K | Hold |
1,726
| – | – | 0.02% | 175 |
|
|
2018
Q1 | $235K | Buy |
1,726
+82
| +5% | +$11.2K | 0.02% | 181 |
|
|
2017
Q4 | $223K | Buy |
+1,644
| New | +$223K | 0.02% | 176 |
|