First Personal Financial Services’s Marriott International MAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $447K | Hold |
1,800
| – | – | 0.09% | 90 |
|
|
2024
Q2 | $435K | Hold |
1,800
| – | – | 0.1% | 90 |
|
|
2024
Q1 | $454K | Sell |
1,800
-100
| -5% | -$24.2K | 0.11% | 88 |
|
|
2023
Q4 | $428K | Buy |
1,900
+6
| +0.3% | +$1.22K | 0.1% | 84 |
|
|
2023
Q3 | $372K | Sell |
1,894
-65
| -3% | -$12.9K | 0.1% | 88 |
|
|
2023
Q2 | $360K | Sell |
1,959
-10
| -0.5% | -$1.74K | 0.09% | 89 |
|
|
2023
Q1 | $327K | Sell |
1,969
-9
| -0.5% | -$1.5K | 0.08% | 93 |
|
|
2022
Q4 | $295K | Hold |
1,978
| – | – | 0.08% | 98 |
|
|
2022
Q3 | $277K | Buy |
1,978
+178
| +10% | +$27.2K | 0.08% | 99 |
|
|
2022
Q2 | $245K | Hold |
1,800
| – | – | 0.07% | 99 |
|
|
2022
Q1 | $316K | Hold |
1,800
| – | – | 0.07% | 100 |
|
|
2021
Q4 | $297K | Hold |
1,800
| – | – | 0.07% | 106 |
|
|
2021
Q3 | $267K | Hold |
1,800
| – | – | 0.07% | 109 |
|
|
2021
Q2 | $246K | Hold |
1,800
| – | – | 0.06% | 110 |
|
|
2021
Q1 | $267K | Hold |
1,800
| – | – | 0.07% | 106 |
|
|
2020
Q4 | $237K | Hold |
1,800
| – | – | 0.07% | 107 |
|
|
2020
Q3 | $167K | Hold |
1,800
| – | – | 0.05% | 118 |
|
|
2020
Q2 | $154K | Hold |
1,800
| – | – | 0.05% | 122 |
|
|
2020
Q1 | $135K | Sell |
1,800
-14
| -0.8% | -$1.74K | 0.05% | 125 |
|
|
2019
Q4 | $275K | Sell |
1,814
-141
| -7% | -$18.9K | 0.09% | 104 |
|
|
2019
Q3 | $243K | Hold |
1,955
| – | – | 0.08% | 120 |
|
|
2019
Q2 | $274K | Sell |
1,955
-14
| -0.7% | -$1.86K | 0.08% | 144 |
|
|
2019
Q1 | $246K | Sell |
1,969
-78
| -4% | -$9.18K | 0.08% | 152 |
|
|
2018
Q4 | $222K | Sell |
2,047
-268
| -12% | -$30.8K | 0.08% | 152 |
|
|
2018
Q3 | $306K | Sell |
2,315
-42
| -2% | -$5.36K | 0.1% | 141 |
|
|
2018
Q2 | $298K | Sell |
2,357
-699
| -23% | -$95K | 0.1% | 143 |
|
|
2018
Q1 | $416K | Buy |
3,056
+447
| +17% | +$62.6K | 0.09% | 156 |
|
|
2017
Q4 | $354K | Buy |
2,609
+213
| +9% | +$26.2K | 0.07% | 176 |
|
|
2017
Q3 | $264K | Hold |
2,396
| – | – | 0.06% | 194 |
|
|
2017
Q2 | $240K | Buy |
2,396
+396
| +20% | +$39.6K | 0.05% | 202 |
|
|
2017
Q1 | $188K | Sell |
2,000
-447
| -18% | -$38.8K | 0.05% | 202 |
|
|
2016
Q4 | $202K | Sell |
2,447
-1
| -0% | -$75 | 0.05% | 187 |
|
|
2016
Q3 | $165K | Buy |
2,448
+148
| +6% | +$10.4K | 0.05% | 169 |
|
|
2016
Q2 | $153K | Hold |
2,300
| – | – | 0.05% | 166 |
|
|
2016
Q1 | $164K | Hold |
2,300
| – | – | 0.08% | 129 |
|
|
2015
Q4 | $154K | Hold |
2,300
| – | – | 0.09% | 126 |
|
|
2015
Q3 | $157K | Hold |
2,300
| – | – | 0.09% | 122 |
|
|
2015
Q2 | $172K | Hold |
2,300
| – | – | 0.1% | 115 |
|
|
2015
Q1 | $185K | Hold |
2,300
| – | – | 0.11% | 116 |
|
|
2014
Q4 | $179K | Buy |
+2,300
| New | +$170K | 0.1% | 116 |
|
Other funds holding MAR
First Personal Financial Services's MAR Position: Q3 2024 in Review
First Personal Financial Services held its Marriott International (MAR) position steady in Q3 2024 at 1,800 shares worth $447K. The position accounts for 0.09% of the portfolio, ranked #90.
First Personal Financial Services first reported a position in MAR in Q4 2014 and has held it in 40 quarters since. The position peaked at $454K in Q1 2024. 1,402 funds tracked by Wall St. Rank hold MAR as of Q3 2024.
- First Personal Financial Services held 1,800 shares of Marriott International worth $447K as of Q3 2024.
- First Personal Financial Services left its Marriott International share count unchanged in Q3 2024.
- Marriott International made up 0.09% of First Personal Financial Services's portfolio in Q3 2024, its #90 holding.
- First Personal Financial Services first reported a position in Marriott International in Q4 2014 and has held it in 40 quarters since.
- First Personal Financial Services's Marriott International position peaked at $454K in Q1 2024.
- 1,402 funds tracked by Wall St. Rank held Marriott International as of Q3 2024.
Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.