Shakespeare 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	$919K	Buy	3,365 +15	+0.4%	+$4.1K	0.25%	44
2025 Q1	$798K	Buy	3,350 +3	+0.1%	+$715	0.21%	45
2024 Q4	$934K	Buy	3,347 +2	+0.1%	+$558	0.25%	42
2024 Q3	$832K	Buy	3,345 +9	+0.3%	+$2.24K	0.22%	44
2024 Q2	$807K	Sell	3,336 -64	-2%	-$15.5K	0.23%	43
2024 Q1	$858K	Buy	3,400 +2	+0.1%	+$505	0.25%	39
2023 Q4	$766K	Buy	3,398 +3	+0.1%	+$677	0.24%	40
2023 Q3	$667K	Buy	3,395 +3	+0.1%	+$590	0.23%	39
2023 Q2	$623K	Buy	3,392 +2	+0.1%	+$367	0.21%	42
2023 Q1	$563K	Buy	3,390 +3	+0.1%	+$498	0.2%	41
2022 Q4	$504K	Buy	3,387 +2	+0.1%	+$298	0.19%	48
2022 Q3	$474K	Hold	3,385	–	–	0.2%	48
2022 Q2	$466K	Hold	3,385	–	–	0.19%	48
2022 Q1	$591K	Buy	3,385 +2	+0.1%	+$349	0.21%	43
2021 Q4	$559K	Hold	3,383	–	–	0.2%	44
2021 Q3	$528K	Hold	3,383	–	–	0.2%	47
2021 Q2	$479K	Hold	3,383	–	–	0.18%	46
2021 Q1	$501K	Hold	3,383	–	–	0.21%	46
2020 Q4	$446K	Hold	3,383	–	–	0.19%	46
2020 Q3	$313K	Hold	3,383	–	–	0.16%	49
2020 Q2	$290K	Sell	3,383 -1,072	-24%	-$91.9K	0.17%	49
2020 Q1	$333K	Hold	4,455	–	–	0.23%	45
2019 Q4	$675K	Hold	4,455	–	–	0.37%	41
2019 Q3	$554K	Hold	4,455	–	–	0.32%	42
2019 Q2	$625K	Buy	4,455 +311	+8%	+$43.6K	0.4%	38
2019 Q1	$518K	Hold	4,144	–	–	0.39%	32
2018 Q4	$450K	Hold	4,144	–	–	0.35%	35
2018 Q3	$547K	Hold	4,144	–	–	0.42%	28
2018 Q2	$525K	Hold	4,144	–	–	0.47%	26
2018 Q1	$564K	Hold	4,144	–	–	0.49%	27
2017 Q4	$562K	Buy	+4,144	New	+$562K	0.53%	26