Patriot Financial Group Insurance Agency’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 | $204K | Buy |
+746
| New | +$204K | 0.02% | 495 |
|
|
2025
Q1 | – | Sell |
-830
| Closed | -$231K | – | 504 |
|
|
2024
Q4 | $231K | Buy |
830
+1
| +0.1% | +$279 | 0.03% | 418 |
|
|
2024
Q3 | $206K | Buy |
829
+1
| +0.1% | +$249 | 0.03% | 460 |
|
|
2024
Q2 | $200K | Sell |
828
-367
| -31% | -$88.7K | 0.03% | 448 |
|
|
2024
Q1 | $301K | Buy |
+1,195
| New | +$301K | 0.05% | 365 |
|
|
2022
Q3 | – | Sell |
-653
| Closed | -$89K | – | 1300 |
|
|
2022
Q2 | $89K | Sell |
653
-34
| -5% | -$4.63K | 0.02% | 582 |
|
|
2022
Q1 | $121K | Sell |
687
-15
| -2% | -$2.64K | 0.02% | 532 |
|
|
2021
Q4 | $116K | Hold |
702
| – | – | 0.02% | 611 |
|
|
2021
Q3 | $104K | Buy |
702
+220
| +46% | +$32.6K | 0.02% | 642 |
|
|
2021
Q2 | $66K | Buy |
482
+211
| +78% | +$28.9K | 0.01% | 751 |
|
|
2021
Q1 | $40K | Sell |
271
-80
| -23% | -$11.8K | 0.01% | 841 |
|
|
2020
Q4 | $46K | Hold |
351
| – | – | 0.01% | 712 |
|
|
2020
Q3 | $33K | Buy |
351
+100
| +40% | +$9.4K | 0.01% | 643 |
|
|
2020
Q2 | $22K | Buy |
251
+150
| +149% | +$13.1K | 0.01% | 720 |
|
|
2020
Q1 | $8K | Sell |
101
-27
| -21% | -$2.14K | ﹤0.01% | 927 |
|
|
2019
Q4 | $19K | Hold |
128
| – | – | 0.01% | 702 |
|
|
2019
Q3 | $16K | Buy |
128
+1
| +0.8% | +$125 | 0.01% | 703 |
|
|
2019
Q2 | $18K | Hold |
127
| – | – | 0.01% | 679 |
|
|
2019
Q1 | $16K | Hold |
127
| – | – | 0.01% | 599 |
|
|
2018
Q4 | $14K | Buy |
127
+50
| +65% | +$5.51K | 0.01% | 548 |
|
|
2018
Q3 | $10K | Buy |
77
+11
| +17% | +$1.43K | 0.01% | 628 |
|
|
2018
Q2 | $8K | Sell |
66
-8
| -11% | -$970 | 0.01% | 423 |
|
|
2018
Q1 | $10K | Hold |
74
| – | – | 0.01% | 596 |
|
|
2017
Q4 | $10K | Hold |
74
| – | – | 0.01% | 588 |
|
|
2017
Q3 | $8K | Hold |
74
| – | – | 0.01% | 603 |
|
|
2017
Q2 | $7K | Buy |
74
+8
| +12% | +$757 | 0.01% | 612 |
|
|
2017
Q1 | $6K | Hold |
66
| – | – | 0.01% | 590 |
|
|
2016
Q4 | $6K | Buy |
+66
| New | +$6K | 0.01% | 542 |
|