Optimum Investment Advisors’s Marriott International MAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $71.6K | Hold |
275
| – | – | 0.03% | 301 |
|
|
2025
Q2 | $75.1K | Hold |
275
| – | – | 0.03% | 292 |
|
|
2025
Q1 | $65.5K | Hold |
275
| – | – | 0.03% | 299 |
|
|
2024
Q4 | $76.7K | Hold |
275
| – | – | 0.03% | 289 |
|
|
2024
Q3 | $68.4K | Hold |
275
| – | – | 0.03% | 317 |
|
|
2024
Q2 | $66.5K | Hold |
275
| – | – | 0.03% | 324 |
|
|
2024
Q1 | $69.4K | Hold |
275
| – | – | 0.03% | 322 |
|
|
2023
Q4 | $62K | Sell |
275
-1
| -0.4% | -$203 | 0.03% | 326 |
|
|
2023
Q3 | $54.3K | Buy |
276
+1
| +0.4% | +$199 | 0.03% | 351 |
|
|
2023
Q2 | $50.5K | Sell |
275
-7
| -2% | -$1.21K | 0.02% | 371 |
|
|
2023
Q1 | $46.8K | Hold |
282
| – | – | 0.02% | 376 |
|
|
2022
Q4 | $42K | Sell |
282
-575
| -67% | -$88.5K | 0.02% | 402 |
|
|
2022
Q3 | $120K | Buy |
857
+7
| +0.8% | +$1.07K | 0.06% | 242 |
|
|
2022
Q2 | $116K | Hold |
850
| – | – | 0.06% | 263 |
|
|
2022
Q1 | $149K | Hold |
850
| – | – | 0.06% | 256 |
|
|
2021
Q4 | $140K | Hold |
850
| – | – | 0.05% | 291 |
|
|
2021
Q3 | $126K | Sell |
850
-150
| -15% | -$20.9K | 0.05% | 299 |
|
|
2021
Q2 | $137K | Sell |
1,000
-150
| -13% | -$21.6K | 0.04% | 331 |
|
|
2021
Q1 | $170K | Hold |
1,150
| – | – | 0.05% | 287 |
|
|
2020
Q4 | $152K | Hold |
1,150
| – | – | 0.05% | 294 |
|
|
2020
Q3 | $106K | Hold |
1,150
| – | – | 0.04% | 327 |
|
|
2020
Q2 | $99K | Sell |
1,150
-217
| -16% | -$18.8K | 0.03% | 328 |
|
|
2020
Q1 | $102K | Sell |
1,367
-400
| -23% | -$49.8K | 0.04% | 298 |
|
|
2019
Q4 | $268K | Hold |
1,767
| – | – | 0.08% | 233 |
|
|
2019
Q3 | $220K | Hold |
1,767
| – | – | 0.07% | 249 |
|
|
2019
Q2 | $248K | Hold |
1,767
| – | – | 0.08% | 239 |
|
|
2019
Q1 | $221K | Sell |
1,767
-235
| -12% | -$27.7K | 0.07% | 261 |
|
|
2018
Q4 | $217K | Sell |
2,002
-300
| -13% | -$34.4K | 0.07% | 239 |
|
|
2018
Q3 | $304K | Buy |
2,302
+300
| +15% | +$38.3K | 0.08% | 232 |
|
|
2018
Q2 | $253K | Buy |
2,002
+175
| +10% | +$23.8K | 0.07% | 264 |
|
|
2018
Q1 | $248K | Buy |
1,827
+217
| +13% | +$30.4K | 0.07% | 255 |
|
|
2017
Q4 | $219K | Buy |
+1,610
| New | +$198K | 0.07% | 278 |
|
|
2015
Q1 | $115K | Hold |
1,433
| – | – | 0.04% | 358 |
|
|
2014
Q4 | $112K | Sell |
1,433
-226
| -14% | -$16.7K | 0.04% | 346 |
|
|
2014
Q3 | $116K | Hold |
1,659
| – | – | 0.04% | 330 |
|
|
2014
Q2 | $106K | Hold |
1,659
| – | – | 0.03% | 337 |
|
|
2014
Q1 | $93K | Hold |
1,659
| – | – | 0.03% | 311 |
|
|
2013
Q4 | $82K | Hold |
1,659
| – | – | 0.03% | 319 |
|
|
2013
Q3 | $70K | Buy |
+1,659
| New | +$68.8K | 0.03% | 323 |
|
Other funds holding MAR
Optimum Investment Advisors's MAR Position: Q3 2025 in Review
Optimum Investment Advisors held its Marriott International (MAR) position steady in Q3 2025 at 275 shares worth $71.6K. The position accounts for 0.03% of the portfolio, ranked #301.
Optimum Investment Advisors first reported a position in MAR in Q3 2013 and has held it in 39 quarters since. The position peaked at $304K in Q3 2018. 1,439 funds tracked by Wall St. Rank hold MAR as of Q3 2025.
- Optimum Investment Advisors held 275 shares of Marriott International worth $71.6K as of Q3 2025.
- Optimum Investment Advisors left its Marriott International share count unchanged in Q3 2025.
- Marriott International made up 0.03% of Optimum Investment Advisors's portfolio in Q3 2025, its #301 holding.
- Optimum Investment Advisors first reported a position in Marriott International in Q3 2013 and has held it in 39 quarters since.
- Optimum Investment Advisors's Marriott International position peaked at $304K in Q3 2018.
- 1,439 funds tracked by Wall St. Rank held Marriott International as of Q3 2025.
Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.