HWMA
MAR icon

Heritage Wealth Management (Arizona)’s Marriott International MAR Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio MAR Stock Details MAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		$469K Hold
1,939
– – 0.26% 80
2024
Q1 		$489K Hold
1,939
– – 0.25% 86
2023
Q4 		$437K Buy
+1,939
New +$393K 0.24% 90
2022
Q4 		$624K Buy
4,188
+2,094
+100% +$322K 0.09% 165
2022
Q3 		$293K Hold
2,094
– – 0.09% 157
2022
Q2 		$285K Sell
2,094
-11
-0.5% -$1.82K 0.09% 165
2022
Q1 		$370K Buy
+2,105
New +$350K 0.1% 162
2021
Q3 		$310K Hold
2,094
– – 0.11% 146
2021
Q2 		$286K Hold
2,094
– – 0.11% 162
2021
Q1 		$310K Buy
+2,094
New +$286K 0.17% 101

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