Kingswood 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 | $360K | Buy |
+1,317
| New | +$360K | 0.03% | 513 |
|
|
2025
Q1 | – | Sell |
-993
| Closed | -$277K | – | 785 |
|
|
2024
Q4 | $277K | Sell |
993
-6,851
| -87% | -$1.91M | 0.02% | 635 |
|
|
2024
Q3 | $1.95M | Sell |
7,844
-310
| -4% | -$77.1K | 0.14% | 171 |
|
|
2024
Q2 | $1.97M | Sell |
8,154
-124
| -1% | -$30K | 0.18% | 118 |
|
|
2024
Q1 | $2.09M | Sell |
8,278
-72
| -0.9% | -$18.2K | 0.24% | 95 |
|
|
2023
Q4 | $1.88M | Buy |
8,350
+145
| +2% | +$32.7K | 0.21% | 111 |
|
|
2023
Q3 | $1.61M | Buy |
+8,205
| New | +$1.61M | 0.28% | 98 |
|