SWM
Segment 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 | $16.4M | Sell |
59,864
-100
| -0.2% | -$27.3K | 1.04% | 31 |
|
|
2025
Q1 | $14.3M | Buy |
59,964
+1,344
| +2% | +$320K | 0.97% | 36 |
|
|
2024
Q4 | $16.4M | Buy |
58,620
+233
| +0.4% | +$65K | 1.11% | 28 |
|
|
2024
Q3 | $14.5M | Buy |
58,387
+1,100
| +2% | +$273K | 1% | 39 |
|
|
2024
Q2 | $13.9M | Buy |
57,287
+7,732
| +16% | +$1.87M | 1.02% | 35 |
|
|
2024
Q1 | $12.5M | Buy |
49,555
+2,090
| +4% | +$527K | 0.95% | 41 |
|
|
2023
Q4 | $10.7M | Sell |
47,465
-3,052
| -6% | -$688K | 0.95% | 39 |
|
|
2023
Q3 | $9.93M | Buy |
50,517
+48,767
| +2,787% | +$9.59M | 1.01% | 37 |
|
|
2023
Q2 | $321K | Sell |
1,750
-1,400
| -44% | -$257K | 0.03% | 177 |
|
|
2023
Q1 | $523K | Hold |
3,150
| – | – | 0.06% | 141 |
|
|
2022
Q4 | $469K | Hold |
3,150
| – | – | 0.05% | 146 |
|
|
2022
Q3 | $441K | Hold |
3,150
| – | – | 0.06% | 147 |
|
|
2022
Q2 | $428K | Hold |
3,150
| – | – | 0.05% | 150 |
|
|
2022
Q1 | $554K | Buy |
3,150
+300
| +11% | +$52.8K | 0.06% | 155 |
|
|
2021
Q4 | $471K | Hold |
2,850
| – | – | 0.05% | 173 |
|
|
2021
Q3 | $422K | Sell |
2,850
-400
| -12% | -$59.2K | 0.05% | 167 |
|
|
2021
Q2 | $444K | Buy |
3,250
+1,000
| +44% | +$137K | 0.05% | 165 |
|
|
2021
Q1 | $333K | Buy |
2,250
+21
| +0.9% | +$3.11K | 0.04% | 184 |
|
|
2020
Q4 | $294K | Buy |
+2,229
| New | +$294K | 0.04% | 180 |
|