RSWM
Robertson Stephens Wealth Management’s Marriott International Class A Common Stock MAR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $428K | Sell |
1,565
-2,802
| -64% | -$766K | 0.01% | 389 |
|
|
2025
Q1 | $1.04M | Buy |
4,367
+2,592
| +146% | +$617K | 0.04% | 259 |
|
|
2024
Q4 | $495K | Sell |
1,775
-1,242
| -41% | -$346K | 0.02% | 358 |
|
|
2024
Q3 | $750K | Buy |
3,017
+3
| +0.1% | +$746 | 0.03% | 328 |
|
|
2024
Q2 | $729K | Sell |
3,014
-35
| -1% | -$8.46K | 0.04% | 272 |
|
|
2024
Q1 | $769K | Hold |
3,049
| – | – | 0.04% | 273 |
|
|
2023
Q4 | $688K | Hold |
3,049
| – | – | 0.04% | 265 |
|
|
2023
Q3 | $599K | Buy |
3,049
+80
| +3% | +$15.7K | 0.04% | 277 |
|
|
2023
Q2 | $545K | Buy |
2,969
+3
| +0.1% | +$551 | 0.04% | 265 |
|
|
2023
Q1 | $492K | Sell |
2,966
-7
| -0.2% | -$1.16K | 0.04% | 288 |
|
|
2022
Q4 | $443K | Buy |
2,973
+177
| +6% | +$26.4K | 0.04% | 274 |
|
|
2022
Q3 | $391K | Buy |
2,796
+14
| +0.5% | +$1.96K | 0.04% | 242 |
|
|
2022
Q2 | $378K | Sell |
2,782
-4
| -0.1% | -$543 | 0.04% | 271 |
|
|
2022
Q1 | $489K | Buy |
2,786
+3
| +0.1% | +$527 | 0.04% | 251 |
|
|
2021
Q4 | $459K | Buy |
2,783
+8
| +0.3% | +$1.32K | 0.04% | 266 |
|
|
2021
Q3 | $410K | Sell |
2,775
-1
| -0% | -$148 | 0.05% | 223 |
|
|
2021
Q2 | $378K | Sell |
2,776
-16
| -0.6% | -$2.18K | 0.05% | 232 |
|
|
2021
Q1 | $413K | Buy |
2,792
+297
| +12% | +$43.9K | 0.07% | 196 |
|
|
2020
Q4 | $329K | Hold |
2,495
| – | – | 0.07% | 177 |
|
|
2020
Q3 | $230K | Hold |
2,495
| – | – | 0.06% | 209 |
|
|
2020
Q2 | $213K | Buy |
+2,495
| New | +$213K | 0.06% | 177 |
|