Perigon Wealth Management’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
$678K Sell
2,482
-113
-4% -$30.9K 0.02% 592
2025
Q1
$618K Sell
2,595
-172
-6% -$41K 0.02% 578
2024
Q4
$764K Buy
2,767
+353
+15% +$97.4K 0.02% 517
2024
Q3
$600K Sell
2,414
-162
-6% -$40.3K 0.02% 559
2024
Q2
$623K Sell
2,576
-43
-2% -$10.4K 0.02% 480
2024
Q1
$661K Buy
2,619
+150
+6% +$37.9K 0.02% 471
2023
Q4
$557K Sell
2,469
-6
-0.2% -$1.35K 0.02% 470
2023
Q3
$486K Sell
2,475
-36
-1% -$7.08K 0.02% 448
2023
Q2
$461K Buy
2,511
+559
+29% +$103K 0.02% 479
2023
Q1
$324K Buy
1,952
+29
+2% +$4.82K 0.02% 517
2022
Q4
$286K Buy
+1,923
New +$286K 0.02% 542
2021
Q1
Sell
-343
Closed -$45K 800
2020
Q4
$45K Buy
+343
New +$45K 0.01% 770