MWM
MinichMacGregor 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 | $5.01M | Sell |
18,320
-1,345
| -7% | -$367K | 1.07% | 38 |
|
|
2025
Q1 | $4.68M | Sell |
19,665
-14,800
| -43% | -$3.53M | 1.05% | 40 |
|
|
2024
Q4 | $9.61M | Buy |
34,465
+64
| +0.2% | +$17.9K | 2% | 17 |
|
|
2024
Q3 | $8.55M | Buy |
34,401
+2,336
| +7% | +$581K | 1.83% | 23 |
|
|
2024
Q2 | $7.75M | Buy |
32,065
+5,037
| +19% | +$1.22M | 1.89% | 25 |
|
|
2024
Q1 | $6.79M | Buy |
27,028
+1,347
| +5% | +$339K | 1.73% | 26 |
|
|
2023
Q4 | $5.79M | Buy |
25,681
+7,624
| +42% | +$1.72M | 1.67% | 22 |
|
|
2023
Q3 | $3.55M | Buy |
18,057
+839
| +5% | +$165K | 1.18% | 32 |
|
|
2023
Q2 | $3.16M | Buy |
17,218
+3,201
| +23% | +$588K | 0.99% | 35 |
|
|
2023
Q1 | $2.33M | Buy |
14,017
+553
| +4% | +$91.8K | 0.77% | 40 |
|
|
2022
Q4 | $2M | Buy |
13,464
+898
| +7% | +$134K | 0.72% | 32 |
|
|
2022
Q3 | $1.76M | Buy |
12,566
+1,887
| +18% | +$264K | 0.7% | 38 |
|
|
2022
Q2 | $1.45M | Buy |
+10,679
| New | +$1.45M | 0.6% | 40 |
|
|
2018
Q4 | – | Sell |
-106
| Closed | -$13K | – | 329 |
|
|
2018
Q3 | $13K | Sell |
106
-51
| -32% | -$6.26K | 0.01% | 288 |
|
|
2018
Q2 | $19K | Hold |
157
| – | – | 0.01% | 220 |
|
|
2018
Q1 | $21K | Hold |
157
| – | – | 0.02% | 207 |
|
|
2017
Q4 | $21K | Hold |
157
| – | – | 0.02% | 195 |
|
|
2017
Q3 | $17K | Hold |
157
| – | – | 0.01% | 212 |
|
|
2017
Q2 | $15K | Buy |
157
+55
| +54% | +$5.26K | 0.01% | 224 |
|
|
2017
Q1 | $9K | Hold |
102
| – | – | 0.01% | 290 |
|
|
2016
Q4 | $8K | Hold |
102
| – | – | 0.01% | 291 |
|
|
2016
Q3 | $6K | Buy |
+102
| New | +$6K | 0.01% | 326 |
|