Heritage Wealth Advisors’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 | $517K | Hold |
1,891
| – | – | 0.02% | 126 |
|
|
2025
Q1 | $450K | Hold |
1,891
| – | – | 0.02% | 133 |
|
|
2024
Q4 | $527K | Hold |
1,891
| – | – | 0.03% | 132 |
|
|
2024
Q3 | $470K | Hold |
1,891
| – | – | 0.02% | 148 |
|
|
2024
Q2 | $457K | Hold |
1,891
| – | – | 0.02% | 145 |
|
|
2024
Q1 | $477K | Hold |
1,891
| – | – | 0.02% | 145 |
|
|
2023
Q4 | $426K | Hold |
1,891
| – | – | 0.02% | 156 |
|
|
2023
Q3 | $372K | Hold |
1,891
| – | – | 0.02% | 150 |
|
|
2023
Q2 | $347K | Hold |
1,891
| – | – | 0.02% | 159 |
|
|
2023
Q1 | $314K | Hold |
1,891
| – | – | 0.02% | 168 |
|
|
2022
Q4 | $282K | Sell |
1,891
-160
| -8% | -$23.8K | 0.02% | 179 |
|
|
2022
Q3 | $287K | Buy |
2,051
+160
| +8% | +$22.4K | 0.02% | 165 |
|
|
2022
Q2 | $257K | Buy |
1,891
+1,625
| +611% | +$221K | 0.02% | 177 |
|
|
2022
Q1 | $47K | Sell |
266
-2,588
| -91% | -$457K | ﹤0.01% | 323 |
|
|
2021
Q4 | $472K | Hold |
2,854
| – | – | 0.03% | 141 |
|
|
2021
Q3 | $423K | Hold |
2,854
| – | – | 0.03% | 145 |
|
|
2021
Q2 | $390K | Sell |
2,854
-400
| -12% | -$54.6K | 0.02% | 151 |
|
|
2021
Q1 | $482K | Hold |
3,254
| – | – | 0.03% | 141 |
|
|
2020
Q4 | $429K | Buy |
3,254
+2,854
| +714% | +$376K | 0.03% | 142 |
|
|
2020
Q3 | $37K | Hold |
400
| – | – | ﹤0.01% | 296 |
|
|
2020
Q2 | $34.3K | Hold |
400
| – | – | ﹤0.01% | 282 |
|
|
2020
Q1 | $29.9K | Sell |
400
-6
| -1% | -$449 | 0.01% | 283 |
|
|
2019
Q4 | $61.5K | Buy |
406
+6
| +2% | +$909 | 0.01% | 285 |
|
|
2019
Q3 | $49K | Hold |
400
| – | – | 0.01% | 281 |
|
|
2019
Q2 | $56.1K | Hold |
400
| – | – | 0.01% | 239 |
|
|
2019
Q1 | $50K | Buy |
+400
| New | +$50K | 0.01% | 230 |
|