RKL 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 | $469K | Buy |
1,717
+1
| +0.1% | +$273 | 0.04% | 131 |
|
|
2025
Q1 | $409K | Buy |
1,716
+1
| +0.1% | +$238 | 0.04% | 134 |
|
|
2024
Q4 | $478K | Buy |
1,715
+1
| +0.1% | +$279 | 0.04% | 125 |
|
|
2024
Q3 | $426K | Sell |
1,714
-61
| -3% | -$15.2K | 0.04% | 114 |
|
|
2024
Q2 | $429K | Sell |
1,775
-3
| -0.2% | -$725 | 0.04% | 105 |
|
|
2024
Q1 | $449K | Buy |
1,778
+189
| +12% | +$47.7K | 0.04% | 105 |
|
|
2023
Q4 | $358K | Buy |
1,589
+92
| +6% | +$20.7K | 0.04% | 111 |
|
|
2023
Q3 | $294K | Buy |
1,497
+43
| +3% | +$8.45K | 0.04% | 110 |
|
|
2023
Q2 | $267K | Sell |
1,454
-35
| -2% | -$6.43K | 0.03% | 117 |
|
|
2023
Q1 | $247K | Buy |
1,489
+1
| +0.1% | +$166 | 0.03% | 121 |
|
|
2022
Q4 | $222K | Sell |
1,488
-1
| -0.1% | -$149 | 0.03% | 124 |
|
|
2022
Q3 | $209K | Buy |
1,489
+1
| +0.1% | +$140 | 0.03% | 127 |
|
|
2022
Q2 | $202K | Buy |
1,488
+40
| +3% | +$5.43K | 0.03% | 134 |
|
|
2022
Q1 | $255K | Hold |
1,448
| – | – | 0.03% | 127 |
|
|
2021
Q4 | $239K | Sell |
1,448
-18
| -1% | -$2.97K | 0.03% | 118 |
|
|
2021
Q3 | $217K | Sell |
1,466
-72
| -5% | -$10.7K | 0.03% | 121 |
|
|
2021
Q2 | $210K | Hold |
1,538
| – | – | 0.03% | 126 |
|
|
2021
Q1 | $228K | Sell |
1,538
-196
| -11% | -$29.1K | 0.03% | 122 |
|
|
2020
Q4 | $229K | Sell |
1,734
-581
| -25% | -$76.7K | 0.03% | 118 |
|
|
2020
Q3 | $214K | Sell |
2,315
-140
| -6% | -$12.9K | 0.03% | 114 |
|
|
2020
Q2 | $211K | Buy |
+2,455
| New | +$211K | 0.04% | 110 |
|
|
2020
Q1 | – | Sell |
-3,695
| Closed | -$560K | – | 117 |
|
|
2019
Q4 | $560K | Sell |
3,695
-285
| -7% | -$43.2K | 0.1% | 89 |
|
|
2019
Q3 | $494K | Sell |
3,980
-45
| -1% | -$5.59K | 0.09% | 93 |
|
|
2019
Q2 | $566K | Sell |
4,025
-572
| -12% | -$80.4K | 0.1% | 92 |
|
|
2019
Q1 | $578K | Sell |
4,597
-322
| -7% | -$40.5K | 0.11% | 94 |
|
|
2018
Q4 | $535K | Buy |
4,919
+34
| +0.7% | +$3.7K | 0.12% | 92 |
|
|
2018
Q3 | $645K | Sell |
4,885
-308
| -6% | -$40.7K | 0.14% | 90 |
|
|
2018
Q2 | $657K | Sell |
5,193
-842
| -14% | -$107K | 0.15% | 88 |
|
|
2018
Q1 | $820K | Sell |
6,035
-1,387
| -19% | -$188K | 0.19% | 84 |
|
|
2017
Q4 | $1.01M | Sell |
7,422
-2,486
| -25% | -$338K | 0.25% | 78 |
|
|
2017
Q3 | $1.09M | Sell |
9,908
-3,644
| -27% | -$402K | 0.31% | 67 |
|
|
2017
Q2 | $1.37M | Sell |
13,552
-1,508
| -10% | -$152K | 0.43% | 53 |
|
|
2017
Q1 | $1.42M | Sell |
15,060
-2,750
| -15% | -$259K | 0.57% | 43 |
|
|
2016
Q4 | $1.47M | Buy |
17,810
+690
| +4% | +$57.1K | 0.71% | 38 |
|
|
2016
Q3 | $1.15M | Buy |
+17,120
| New | +$1.15M | 0.58% | 43 |
|