LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Marriott International Class A Common Stock MAR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-22
| Closed | -$5.73K | – | 572 |
|
|
2024
Q3 | $5.73K | Buy |
+22
| New | +$5.73K | ﹤0.01% | 520 |
|
|
2022
Q2 | – | Sell |
-33
| Closed | -$6K | – | 660 |
|
|
2022
Q1 | $6K | Hold |
33
| – | – | ﹤0.01% | 575 |
|
|
2021
Q4 | $5K | Hold |
33
| – | – | ﹤0.01% | 655 |
|
|
2021
Q3 | $5K | Sell |
33
-48
| -59% | -$7.27K | ﹤0.01% | 659 |
|
|
2021
Q2 | $11K | Buy |
+81
| New | +$11K | ﹤0.01% | 620 |
|
|
2021
Q1 | – | Sell |
-48
| Closed | -$6K | – | 539 |
|
|
2020
Q4 | $6K | Buy |
+48
| New | +$6K | ﹤0.01% | 673 |
|
|
2020
Q1 | – | Sell |
-53
| Closed | -$8K | – | 680 |
|
|
2019
Q4 | $8K | Hold |
53
| – | – | ﹤0.01% | 590 |
|
|
2019
Q3 | $7K | Hold |
53
| – | – | ﹤0.01% | 590 |
|
|
2019
Q2 | $7K | Buy |
+53
| New | +$7K | ﹤0.01% | 581 |
|
|
2019
Q1 | – | Sell |
-137
| Closed | -$15K | – | 736 |
|
|
2018
Q4 | $15K | Hold |
137
| – | – | ﹤0.01% | 540 |
|
|
2018
Q3 | $18K | Hold |
137
| – | – | ﹤0.01% | 503 |
|
|
2018
Q2 | $17K | Hold |
137
| – | – | ﹤0.01% | 514 |
|
|
2018
Q1 | $19K | Hold |
137
| – | – | ﹤0.01% | 545 |
|
|
2017
Q4 | $19K | Buy |
+137
| New | +$19K | ﹤0.01% | 525 |
|