Regal Wealth Group’s Marriott International MAR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$380K Buy
1,726
+4
+0.2% +$811 0.23% 31
2023
Q3
$339K Buy
1,722
+4
+0.2% +$795 0.23% 32
2023
Q2
$319K Buy
1,718
+5
+0.3% +$867 0.21% 35
2023
Q1
$298K Buy
1,713
+4
+0.2% +$666 0.21% 39
2022
Q4
$254K Buy
1,709
+5
+0.3% +$770 0.19% 39
2022
Q3
$256K Buy
1,704
+4
+0.2% +$611 0.2% 38
2022
Q2
$231K Hold
1,700
0.17% 45
2022
Q1
$276K Hold
1,700
0.17% 44
2021
Q4
$281K Hold
1,700
0.16% 46
2021
Q3
$252K Hold
1,700
0.15% 46
2021
Q2
$232K Hold
1,700
0.14% 46
2021
Q1
$252K Sell
1,700
-5
-0.3% -$683 0.15% 42
2020
Q4
$225K Sell
1,705
-1
-0.1% -$114 0.14% 42
2020
Q3
$158K Buy
1,706
+6
+0.4% +$566 0.12% 47
2020
Q2
$146K Hold
1,700
0.12% 47
2020
Q1
$127K Buy
1,700
+10
+0.6% +$1.24K 0.12% 44
2019
Q4
$256K Buy
1,690
+6
+0.4% +$804 0.17% 37
2019
Q3
$210K Buy
1,684
+6
+0.4% +$796 0.14% 39
2019
Q2
$235K Buy
1,678
+6
+0.4% +$796 0.16% 39
2019
Q1
$209K Buy
1,672
+5
+0.3% +$588 0.15% 40
2018
Q4
$181K Buy
1,667
+7
+0.4% +$804 0.17% 40
2018
Q3
$219K Buy
1,660
+5
+0.3% +$638 0.15% 39
2018
Q2
$210K Buy
1,655
+5
+0.3% +$680 0.22% 40
2018
Q1
$224K Buy
1,650
+5
+0.3% +$701 0.17% 41
2017
Q4
$223K Buy
1,645
+3
+0.2% +$368 0.16% 42
2017
Q3
$181K Buy
1,642
+5
+0.3% +$515 0.13% 43
2017
Q2
$164K Buy
1,637
+5
+0.3% +$500 0.13% 47
2017
Q1
$154K Buy
1,632
+6
+0.4% +$521 0.12% 48
2016
Q4
$134K Buy
1,626
+5
+0.3% +$376 0.11% 48
2016
Q3
$109K Buy
1,621
+8
+0.5% +$564 0.1% 42
2016
Q2
$107K Buy
1,613
+7
+0.4% +$469 0.1% 44
2016
Q1
$114K Buy
1,606
+6
+0.4% +$392 0.11% 43
2015
Q4
$107K Buy
+1,600
New +$116K 0.11% 44

Other funds holding MAR

Regal Wealth Group's MAR Position: Q4 2023 in Review

Regal Wealth Group increased its Marriott International (MAR) stake by 0.23% in Q4 2023, buying an estimated $811 and bringing the position to 1,726 shares worth $380K. The position accounts for 0.23% of the portfolio, ranked #31.

Regal Wealth Group first reported a position in MAR in Q4 2015 and has held it in 33 quarters since. 1,344 funds tracked by Wall St. Rank hold MAR as of Q4 2023.

  • Regal Wealth Group held 1,726 shares of Marriott International worth $380K as of Q4 2023.
  • Regal Wealth Group bought 4 Marriott International shares in Q4 2023, an estimated $811.
  • Marriott International made up 0.23% of Regal Wealth Group's portfolio in Q4 2023, its #31 holding.
  • Regal Wealth Group first reported a position in Marriott International in Q4 2015 and has held it in 33 quarters since.
  • 1,344 funds tracked by Wall St. Rank held Marriott International as of Q4 2023.

Based on Regal Wealth Group's 13F filing for Q4 2023, filed 23 Feb 2024.