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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$655K Sell
2,398
-2,322
-49% -$634K 0.02% 631
2025
Q1
$1.15M Buy
4,720
+2,373
+101% +$577K 0.02% 630
2024
Q4
$655K Hold
2,347
0.02% 512
2024
Q3
$583K Buy
2,347
+33
+1% +$8.2K 0.02% 521
2024
Q2
$559K Hold
2,314
0.02% 467
2024
Q1
$584K Sell
2,314
-5
-0.2% -$1.26K 0.03% 456
2023
Q4
$523K Buy
2,319
+6
+0.3% +$1.35K 0.03% 475
2023
Q3
$455K Buy
2,313
+5
+0.2% +$983 0.02% 484
2023
Q2
$424K Hold
2,308
0.02% 492
2023
Q1
$383K Buy
2,308
+500
+28% +$83K 0.02% 496
2022
Q4
$269K Hold
1,808
0.02% 564
2022
Q3
$253K Sell
1,808
-107,187
-98% -$15M 0.02% 548
2022
Q2
$15.2M Hold
108,995
0.75% 22
2022
Q1
$19.2M Sell
108,995
-502
-0.5% -$88.2K 0.82% 20
2021
Q4
$18.1M Sell
109,497
-4
-0% -$661 0.69% 22
2021
Q3
$17.1M Hold
109,501
0.65% 31
2021
Q2
$15.5M Sell
109,501
-180
-0.2% -$25.4K 0.6% 32
2021
Q1
$16.3M Buy
109,681
+93
+0.1% +$13.8K 0.45% 48
2020
Q4
$16.1M Sell
109,588
-140
-0.1% -$20.5K 0.65% 28
2020
Q3
$10.2M Sell
109,728
-193
-0.2% -$17.9K 0.53% 35
2020
Q2
$8.9M Buy
109,921
+203
+0.2% +$16.4K 0.49% 37
2020
Q1
$8.65M Buy
109,718
+42
+0% +$3.31K 0.58% 30
2019
Q4
$16.8M Buy
109,676
+101,582
+1,255% +$15.5M 0.89% 16
2019
Q3
$977K Buy
8,094
+107
+1% +$12.9K 0.06% 279
2019
Q2
$1.12M Sell
7,987
-235
-3% -$33K 0.07% 252
2019
Q1
$1.03M Buy
8,222
+5
+0.1% +$625 0.07% 267
2018
Q4
$881K Sell
8,217
-56
-0.7% -$6K 0.07% 267
2018
Q3
$1.09M Sell
8,273
-353
-4% -$46.6K 0.07% 250
2018
Q2
$1.09M Sell
8,626
-363
-4% -$46K 0.09% 209
2018
Q1
$1.22M Buy
8,989
+3,469
+63% +$472K 0.11% 183
2017
Q4
$749K Buy
5,520
+2
+0% +$271 0.07% 254
2017
Q3
$608K Buy
5,518
+202
+4% +$22.3K 0.06% 270
2017
Q2
$533K Buy
5,316
+22
+0.4% +$2.21K 0.05% 279
2017
Q1
$498K Sell
5,294
-46
-0.9% -$4.33K 0.05% 279
2016
Q4
$441K Sell
5,340
-12
-0.2% -$991 0.06% 274
2016
Q3
$360K Sell
5,352
-3,717
-41% -$250K 0.05% 309
2016
Q2
$614K Buy
9,069
+4,351
+92% +$295K 0.09% 211
2016
Q1
$316K Buy
+4,718
New +$316K 0.05% 325