EFS
Essex Financial 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 | $890K | Buy |
3,256
+152
| +5% | +$41.5K | 0.06% | 283 |
|
|
2025
Q1 | $739K | Buy |
3,104
+100
| +3% | +$23.8K | 0.05% | 301 |
|
|
2024
Q4 | $838K | Buy |
3,004
+39
| +1% | +$10.9K | 0.06% | 266 |
|
|
2024
Q3 | $787K | Sell |
2,965
-1,110
| -27% | -$295K | 0.06% | 290 |
|
|
2024
Q2 | $879K | Buy |
4,075
+426
| +12% | +$91.9K | 0.07% | 264 |
|
|
2024
Q1 | $921K | Buy |
3,649
+52
| +1% | +$13.1K | 0.08% | 220 |
|
|
2023
Q4 | $811K | Buy |
3,597
+28
| +0.8% | +$6.31K | 0.08% | 229 |
|
|
2023
Q3 | $702K | Buy |
3,569
+33
| +0.9% | +$6.49K | 0.08% | 226 |
|
|
2023
Q2 | $650K | Buy |
3,536
+3
| +0.1% | +$551 | 0.07% | 239 |
|
|
2023
Q1 | $587K | Buy |
3,533
+47
| +1% | +$7.8K | 0.06% | 264 |
|
|
2022
Q4 | $519K | Sell |
3,486
-88
| -2% | -$13.1K | 0.06% | 268 |
|
|
2022
Q3 | $501K | Hold |
3,574
| – | – | 0.06% | 251 |
|
|
2022
Q2 | $486K | Buy |
3,574
+239
| +7% | +$32.5K | 0.05% | 275 |
|
|
2022
Q1 | $586K | Buy |
3,335
+156
| +5% | +$27.4K | 0.06% | 265 |
|
|
2021
Q4 | $525K | Buy |
3,179
+975
| +44% | +$161K | 0.05% | 276 |
|
|
2021
Q3 | $326K | Buy |
2,204
+415
| +23% | +$61.4K | 0.04% | 329 |
|
|
2021
Q2 | $265K | Hold |
1,789
| – | – | 0.04% | 352 |
|
|
2021
Q1 | $265K | Buy |
1,789
+47
| +3% | +$6.96K | 0.05% | 287 |
|
|
2020
Q4 | $230K | Buy |
+1,742
| New | +$230K | 0.05% | 285 |
|
|
2020
Q1 | – | Sell |
-3,020
| Closed | -$457K | – | 263 |
|
|
2019
Q4 | $457K | Buy |
3,020
+70
| +2% | +$10.6K | 0.13% | 157 |
|
|
2019
Q3 | $367K | Buy |
2,950
+147
| +5% | +$18.3K | 0.12% | 166 |
|
|
2019
Q2 | $393K | Sell |
2,803
-1,347
| -32% | -$189K | 0.12% | 155 |
|
|
2019
Q1 | $519K | Hold |
4,150
| – | – | 0.16% | 128 |
|
|
2018
Q4 | $451K | Sell |
4,150
-210
| -5% | -$22.8K | 0.14% | 139 |
|
|
2018
Q3 | $576K | Sell |
4,360
-200
| -4% | -$26.4K | 0.13% | 146 |
|
|
2018
Q2 | $577K | Sell |
4,560
-36
| -0.8% | -$4.56K | 0.14% | 140 |
|
|
2018
Q1 | $625K | Sell |
4,596
-218
| -5% | -$29.6K | 0.12% | 174 |
|
|
2017
Q4 | $653K | Sell |
4,814
-110
| -2% | -$14.9K | 0.16% | 129 |
|
|
2017
Q3 | $543K | Sell |
4,924
-155
| -3% | -$17.1K | 0.13% | 144 |
|
|
2017
Q2 | $509K | Sell |
5,079
-515
| -9% | -$51.6K | 0.11% | 187 |
|
|
2017
Q1 | $527K | Hold |
5,594
| – | – | 0.12% | 173 |
|
|
2016
Q4 | $463K | Hold |
5,594
| – | – | 0.1% | 186 |
|
|
2016
Q3 | $377K | Buy |
5,594
+63
| +1% | +$4.25K | 0.09% | 211 |
|
|
2016
Q2 | $368K | Sell |
5,531
-730
| -12% | -$48.6K | 0.09% | 213 |
|
|
2016
Q1 | $446K | Hold |
6,261
| – | – | 0.11% | 184 |
|
|
2015
Q4 | $420K | Sell |
6,261
-461
| -7% | -$30.9K | 0.1% | 199 |
|
|
2015
Q3 | $458K | Sell |
6,722
-612
| -8% | -$41.7K | 0.12% | 184 |
|
|
2015
Q2 | $546K | Hold |
7,334
| – | – | 0.14% | 168 |
|
|
2015
Q1 | $589K | Sell |
7,334
-425
| -5% | -$34.1K | 0.15% | 157 |
|
|
2014
Q4 | $605K | Buy |
7,759
+100
| +1% | +$7.8K | 0.16% | 151 |
|
|
2014
Q3 | $535K | Hold |
7,659
| – | – | 0.16% | 149 |
|
|
2014
Q2 | $491K | Hold |
7,659
| – | – | 0.15% | 165 |
|
|
2014
Q1 | $429K | Sell |
7,659
-1,010
| -12% | -$56.6K | 0.14% | 168 |
|
|
2013
Q4 | $428K | Hold |
8,669
| – | – | 0.14% | 150 |
|
|
2013
Q3 | $365 | Buy |
8,669
+592
| +7% | +$25 | 0.11% | 162 |
|
|
2013
Q2 | $326K | Buy |
+8,077
| New | +$326K | 0.11% | 177 |
|