Mount Yale Investment 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 | $362K | Buy |
1,324
+34
| +3% | +$9.29K | 0.03% | 413 |
|
|
2025
Q1 | $307K | Sell |
1,290
-67
| -5% | -$16K | 0.03% | 427 |
|
|
2024
Q4 | $379K | Sell |
1,357
-26
| -2% | -$7.25K | 0.03% | 390 |
|
|
2024
Q3 | $344K | Sell |
1,383
-75
| -5% | -$18.6K | 0.03% | 396 |
|
|
2024
Q2 | $353K | Buy |
1,458
+11
| +0.8% | +$2.66K | 0.03% | 401 |
|
|
2024
Q1 | $365K | Sell |
1,447
-44
| -3% | -$11.1K | 0.03% | 409 |
|
|
2023
Q4 | $336K | Buy |
1,491
+466
| +45% | +$105K | 0.03% | 395 |
|
|
2023
Q3 | $201K | Buy |
+1,025
| New | +$201K | 0.02% | 475 |
|