Sendero 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 | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-1,251
| Closed | -$316K | – | 164 |
|
2024
Q1 | $316K | Sell |
1,251
-2,426
| -66% | -$612K | 0.05% | 141 |
|
2023
Q4 | $829K | Buy |
3,677
+152
| +4% | +$34.3K | 0.16% | 96 |
|
2023
Q3 | $693K | Sell |
3,525
-926
| -21% | -$182K | 0.15% | 91 |
|
2023
Q2 | $818K | Buy |
4,451
+336
| +8% | +$61.7K | 0.18% | 88 |
|
2023
Q1 | $683K | Buy |
4,115
+101
| +3% | +$16.8K | 0.21% | 65 |
|
2022
Q4 | $598K | Sell |
4,014
-1,012
| -20% | -$151K | 0.21% | 70 |
|
2022
Q3 | $704K | Buy |
5,026
+939
| +23% | +$132K | 0.29% | 54 |
|
2022
Q2 | $556K | Buy |
4,087
+1,730
| +73% | +$235K | 0.53% | 45 |
|
2022
Q1 | $414K | Sell |
2,357
-848
| -26% | -$149K | 0.19% | 57 |
|
2021
Q4 | $530K | Buy |
+3,205
| New | +$530K | 0.24% | 50 |
|