Summit Wealth & Retirement Planning’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 | $310K | Buy |
+1,135
| New | +$310K | 0.08% | 75 |
|
2020
Q1 | – | Sell |
-1,515
| Closed | -$229K | – | 125 |
|
2019
Q4 | $229K | Buy |
+1,515
| New | +$229K | 0.1% | 114 |
|
2019
Q3 | – | Sell |
-1,660
| Closed | -$233K | – | 128 |
|
2019
Q2 | $233K | Hold |
1,660
| – | – | 0.14% | 123 |
|
2019
Q1 | $208K | Buy |
+1,660
| New | +$208K | 0.12% | 126 |
|