Obermeyer Wealth Partners’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 | |
---|---|---|---|---|---|---|---|---|
2018
Q1 | – | Sell |
-20,988
| Closed | -$2.85M | – | 117 |
|
2017
Q4 | $2.85M | Sell |
20,988
-718
| -3% | -$97.5K | 0.25% | 37 |
|
2017
Q3 | $2.39M | Sell |
21,706
-152
| -0.7% | -$16.8K | 0.21% | 38 |
|
2017
Q2 | $2.19M | Sell |
21,858
-1,652
| -7% | -$166K | 0.19% | 44 |
|
2017
Q1 | $2.21M | Sell |
23,510
-4,024
| -15% | -$379K | 0.2% | 42 |
|
2016
Q4 | $2.28M | Sell |
27,534
-2,919
| -10% | -$241K | 0.22% | 40 |
|
2016
Q3 | $2.05M | Buy |
+30,453
| New | +$2.05M | 0.2% | 41 |
|