Octavia 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 | $286K | Buy |
1,047
+17
| +2% | +$4.64K | 0.03% | 168 |
|
|
2025
Q1 | $245K | Sell |
1,030
-28
| -3% | -$6.67K | 0.03% | 196 |
|
|
2024
Q4 | $295K | Sell |
1,058
-1
| -0.1% | -$279 | 0.04% | 166 |
|
|
2024
Q3 | $263K | Sell |
1,059
-121
| -10% | -$30.1K | 0.03% | 183 |
|
|
2024
Q2 | $285K | Buy |
1,180
+65
| +6% | +$15.7K | 0.04% | 172 |
|
|
2024
Q1 | $281K | Buy |
1,115
+1
| +0.1% | +$252 | 0.04% | 174 |
|
|
2023
Q4 | $251K | Sell |
1,114
-1,019
| -48% | -$230K | 0.04% | 191 |
|
|
2023
Q3 | $419K | Buy |
2,133
+111
| +5% | +$21.8K | 0.08% | 111 |
|
|
2023
Q2 | $371K | Buy |
2,022
+640
| +46% | +$118K | 0.08% | 121 |
|
|
2023
Q1 | $229K | Sell |
1,382
-59
| -4% | -$9.8K | 0.05% | 163 |
|
|
2022
Q4 | $214K | Buy |
1,441
+7
| +0.5% | +$1.04K | 0.05% | 171 |
|
|
2022
Q3 | $201K | Buy |
+1,434
| New | +$201K | 0.05% | 166 |
|
|
2022
Q2 | – | Sell |
-1,424
| Closed | -$250K | – | 177 |
|
|
2022
Q1 | $250K | Sell |
1,424
-1,256
| -47% | -$221K | 0.06% | 161 |
|
|
2021
Q4 | $443K | Buy |
2,680
+765
| +40% | +$126K | 0.1% | 112 |
|
|
2021
Q3 | $283K | Sell |
1,915
-765
| -29% | -$113K | 0.07% | 137 |
|
|
2021
Q2 | $366K | Hold |
2,680
| – | – | 0.1% | 113 |
|
|
2021
Q1 | $397K | Buy |
2,680
+76
| +3% | +$11.3K | 0.12% | 110 |
|
|
2020
Q4 | $344K | Buy |
+2,604
| New | +$344K | 0.11% | 118 |
|