Evermay Wealth Management’s Marriott International Class A Common Stock MAR Stock Holding History

Evermay Wealth Management’s Portfolio MAR Stock Details MAR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$963K	Buy	3,523 +624	+22%	+$170K	0.12%	86
2025 Q1	$691K	Sell	2,899 -516	-15%	-$123K	0.09%	98
2024 Q4	$953K	Buy	3,415 +38	+1%	+$10.6K	0.14%	80
2024 Q3	$840K	Buy	3,377 +171	+5%	+$42.5K	0.13%	90
2024 Q2	$775K	Sell	3,206 -64	-2%	-$15.5K	0.12%	92
2024 Q1	$825K	Sell	3,270 -24	-0.7%	-$6.06K	0.12%	91
2023 Q4	$743K	Sell	3,294 -24	-0.7%	-$5.41K	0.14%	79
2023 Q3	$652K	Buy	3,318 +30	+0.9%	+$5.9K	0.13%	79
2023 Q2	$604K	Sell	3,288 -148	-4%	-$27.2K	0.12%	88
2023 Q1	$571K	Buy	3,436 +141	+4%	+$23.4K	0.12%	87
2022 Q4	$491K	Buy	3,295 +315	+11%	+$46.9K	0.1%	99
2022 Q3	$418K	Buy	2,980 +137	+5%	+$19.2K	0.08%	102
2022 Q2	$387K	Hold	2,843	–	–	0.08%	111
2022 Q1	$500K	Hold	2,843	–	–	0.08%	111
2021 Q4	$470K	Sell	2,843 -47	-2%	-$7.77K	0.08%	101
2021 Q3	$428K	Buy	2,890 +70	+2%	+$10.4K	0.08%	96
2021 Q2	$385K	Hold	2,820	–	–	0.07%	117
2021 Q1	$418K	Hold	2,820	–	–	0.08%	108
2020 Q4	$372K	Buy	2,820 +30	+1%	+$3.96K	0.08%	115
2020 Q3	$258K	Hold	2,790	–	–	0.06%	135
2020 Q2	$239K	Hold	2,790	–	–	0.06%	134
2020 Q1	$209K	Sell	2,790 -1,534	-35%	-$115K	0.06%	133
2019 Q4	$655K	Buy	4,324 +1,534	+55%	+$232K	0.16%	68
2019 Q3	$347K	Hold	2,790	–	–	0.09%	101
2019 Q2	$391K	Hold	2,790	–	–	0.11%	95
2019 Q1	$349K	Hold	2,790	–	–	0.1%	100
2018 Q4	$303K	Sell	2,790 -963	-26%	-$105K	0.1%	98
2018 Q3	$496K	Hold	3,753	–	–	0.15%	73
2018 Q2	$475K	Buy	3,753 +963	+35%	+$122K	0.16%	76
2018 Q1	$379K	Sell	2,790 -2,351	-46%	-$319K	0.13%	87
2017 Q4	$698K	Hold	5,141	–	–	0.26%	49
2017 Q3	$567K	Hold	5,141	–	–	0.25%	37
2017 Q2	$516K	Sell	5,141 -1,390	-21%	-$140K	0.23%	37
2017 Q1	$615K	Buy	6,531 +1,534	+31%	+$144K	0.28%	33
2016 Q4	$413K	Hold	4,997	–	–	0.2%	40
2016 Q3	$336K	Buy	+4,997	New	+$336K	0.17%	47