Karpas Strategies’s Marriott International Class A Common Stock MAR Stock Holding History

Karpas Strategies’s Portfolio MAR Stock Details MAR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	$475K	Buy	1,965 +9	+0.5%	+$2.18K	0.15%	87
2024 Q1	$494K	Buy	1,956 +4	+0.2%	+$1.01K	0.15%	83
2023 Q4	$440K	Buy	1,952 +5	+0.3%	+$1.13K	0.15%	82
2023 Q3	$383K	Buy	1,947 +5	+0.3%	+$983	0.14%	85
2023 Q2	$357K	Buy	1,942 +4	+0.2%	+$735	0.12%	94
2023 Q1	$322K	Buy	1,938 +5	+0.3%	+$830	0.11%	98
2022 Q4	$288K	Buy	1,933 +4	+0.2%	+$595	0.1%	98
2022 Q3	$270K	Buy	1,929 +4	+0.2%	+$560	0.1%	97
2022 Q2	$262K	Hold	1,925	–	–	0.09%	102
2022 Q1	$338K	Hold	1,925	–	–	0.11%	99
2021 Q4	$318K	Hold	1,925	–	–	0.1%	102
2021 Q3	$308K	Sell	1,925 -75	-4%	-$12K	0.1%	102
2021 Q2	$273K	Hold	2,000	–	–	0.1%	103
2021 Q1	$296K	Sell	2,000 -3,000	-60%	-$444K	0.11%	95
2020 Q4	$660K	Hold	5,000	–	–	0.26%	72
2020 Q3	$463K	Hold	5,000	–	–	0.21%	77
2020 Q2	$429K	Hold	5,000	–	–	0.21%	76
2020 Q1	$374K	Sell	5,000 -7,000	-58%	-$524K	0.2%	76
2019 Q4	$1.82M	Hold	12,000	–	–	0.68%	38
2019 Q3	$1.49M	Hold	12,000	–	–	0.6%	38
2019 Q2	$1.68M	Hold	12,000	–	–	0.7%	37
2019 Q1	$1.5M	Hold	12,000	–	–	0.63%	40
2018 Q4	$1.3M	Hold	12,000	–	–	0.61%	42
2018 Q3	$1.58M	Hold	12,000	–	–	0.65%	40
2018 Q2	$1.52M	Hold	12,000	–	–	0.66%	40
2018 Q1	$1.63M	Hold	12,000	–	–	0.71%	39
2017 Q4	$1.63M	Hold	12,000	–	–	0.7%	37
2017 Q3	$1.32M	Hold	12,000	–	–	0.58%	43
2017 Q2	$1.2M	Hold	12,000	–	–	0.54%	45
2017 Q1	$1.13M	Hold	12,000	–	–	0.52%	44
2016 Q4	$992K	Hold	12,000	–	–	0.47%	48
2016 Q3	$808K	Sell	12,000 -500	-4%	-$33.7K	0.39%	53
2016 Q2	$831K	Hold	12,500	–	–	0.41%	53
2016 Q1	$890K	Hold	12,500	–	–	0.46%	50
2015 Q4	$838K	Hold	12,500	–	–	0.44%	51
2015 Q3	$853K	Sell	12,500 -1,340	-10%	-$91.4K	0.47%	50
2015 Q2	$1.03M	Sell	13,840 -1,160	-8%	-$86.3K	0.51%	48
2015 Q1	$1.21M	Hold	15,000	–	–	0.58%	44
2014 Q4	$1.17M	Hold	15,000	–	–	0.56%	44
2014 Q3	$1.05M	Hold	15,000	–	–	0.52%	44
2014 Q2	$962K	Hold	15,000	–	–	0.48%	50
2014 Q1	$840K	Hold	15,000	–	–	0.45%	53
2013 Q4	$740K	Hold	15,000	–	–	0.41%	55
2013 Q3	$631K	Hold	15,000	–	–	0.37%	59
2013 Q2	$606K	Buy	+15,000	New	+$606K	0.37%	59