JPWM
Jamison Private Wealth Management’s Marriott International Class A Common Stock MAR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.9M | Sell |
6,956
-405
| -6% | -$111K | 0.27% | 80 |
|
|
2025
Q1 | $1.75M | Sell |
7,361
-116
| -2% | -$27.6K | 0.27% | 86 |
|
|
2024
Q4 | $2.09M | Buy |
7,477
+1,865
| +33% | +$520K | 0.31% | 75 |
|
|
2024
Q3 | $1.4M | Buy |
5,612
+520
| +10% | +$129K | 0.21% | 94 |
|
|
2024
Q2 | $1.23M | Buy |
5,092
+29
| +0.6% | +$7.01K | 0.2% | 93 |
|
|
2024
Q1 | $1.28M | Sell |
5,063
-21
| -0.4% | -$5.3K | 0.22% | 87 |
|
|
2023
Q4 | $1.15M | Buy |
5,084
+148
| +3% | +$33.4K | 0.21% | 89 |
|
|
2023
Q3 | $970K | Buy |
+4,936
| New | +$970K | 0.2% | 93 |
|