Heritage Wealth Management (Arizona)’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 | |
|---|---|---|---|---|---|---|---|---|
|
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 | +$437K | 0.24% | 90 |
|
|
2022
Q4 | $624K | Buy |
4,188
+2,094
| +100% | +$312K | 0.09% | 165 |
|
|
2022
Q3 | $293K | Hold |
2,094
| – | – | 0.09% | 157 |
|
|
2022
Q2 | $285K | Sell |
2,094
-11
| -0.5% | -$1.5K | 0.09% | 165 |
|
|
2022
Q1 | $370K | Buy |
+2,105
| New | +$370K | 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 | +$310K | 0.17% | 101 |
|