PFG Private Wealth Management’s Marriott International MAR Stock Holding History

PFG Private Wealth Management’s Portfolio MAR Stock Details MAR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-607	Closed	-$169K	–	287
2024 Q4	$169K	Sell	607 -34	-5%	-$9.34K	0.1%	57
2024 Q3	$159K	Sell	641 -72	-10%	-$16.8K	0.09%	66
2024 Q2	$172K	Buy	713 +11	+2%	+$2.64K	0.1%	61
2024 Q1	$177K	Buy	702 +10	+1%	+$2.42K	0.11%	60
2023 Q4	$156K	Buy	692 +498	+257%	+$101K	0.11%	57
2023 Q3	$38.1K	Sell	194 -346	-64%	-$68.7K	0.03%	102
2023 Q2	$99.2K	Hold	540	–	–	0.06%	102
2023 Q1	$89.7K	Buy	540 +37	+7%	+$6.16K	0.06%	115
2022 Q4	$75K	Sell	503 -8	-2%	-$1.23K	0.05%	113
2022 Q3	$72K	Buy	511 +38	+8%	+$5.8K	0.05%	121
2022 Q2	$64K	Buy	+473	New	+$78.1K	0.04%	144

Other funds holding MAR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return

PFG Private Wealth Management's MAR Position: Q1 2025 in Review

PFG Private Wealth Management sold out of Marriott International (MAR) in Q1 2025, closing a stake of 607 shares — an estimated $169K sold.

PFG Private Wealth Management first reported a position in MAR in Q2 2022 and held it in 11 quarters. The position peaked at $177K in Q1 2024. 1,429 funds tracked by Wall St. Rank hold MAR as of Q1 2025.

PFG Private Wealth Management reported no remaining Marriott International position as of Q1 2025 after selling out during the quarter.
PFG Private Wealth Management sold 607 Marriott International shares in Q1 2025, an estimated $169K.
PFG Private Wealth Management first reported a position in Marriott International in Q2 2022 and held it in 11 quarters.
PFG Private Wealth Management's Marriott International position peaked at $177K in Q1 2024.
1,429 funds tracked by Wall St. Rank held Marriott International as of Q1 2025.

Based on PFG Private Wealth Management's 13F filing for Q1 2025, filed 13 May 2025.