United Capital Financial Advisors’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 | $2.13M | Sell |
7,791
-7,759
| -50% | -$2.12M | 0.02% | 426 |
|
2025
Q1 | $3.7M | Sell |
15,550
-2,422
| -13% | -$577K | 0.03% | 312 |
|
2024
Q4 | $5.01M | Sell |
17,972
-212
| -1% | -$59.1K | 0.04% | 258 |
|
2024
Q3 | $4.52M | Sell |
18,184
-1,198
| -6% | -$298K | 0.04% | 284 |
|
2024
Q2 | $4.69M | Sell |
19,382
-1,908
| -9% | -$461K | 0.04% | 268 |
|
2024
Q1 | $5.37M | Sell |
21,290
-2,571
| -11% | -$649K | 0.04% | 271 |
|
2023
Q4 | $5.38M | Sell |
23,861
-18,535
| -44% | -$4.18M | 0.04% | 277 |
|
2023
Q3 | $8.33M | Sell |
42,396
-2,933
| -6% | -$577K | 0.05% | 246 |
|
2023
Q2 | $8.33M | Buy |
45,329
+4,178
| +10% | +$767K | 0.05% | 260 |
|
2023
Q1 | $6.83M | Sell |
41,151
-19,141
| -32% | -$3.18M | 0.04% | 288 |
|
2022
Q4 | $8.98M | Buy |
60,292
+6,492
| +12% | +$967K | 0.05% | 258 |
|
2022
Q3 | $7.54M | Sell |
53,800
-5,068
| -9% | -$710K | 0.04% | 273 |
|
2022
Q2 | $8.01M | Sell |
58,868
-194
| -0.3% | -$26.4K | 0.04% | 282 |
|
2022
Q1 | $10.4M | Sell |
59,062
-3,986
| -6% | -$701K | 0.05% | 272 |
|
2021
Q4 | $10.4M | Sell |
63,048
-405
| -0.6% | -$66.9K | 0.05% | 273 |
|
2021
Q3 | $9.4M | Buy |
63,453
+458
| +0.7% | +$67.8K | 0.05% | 287 |
|
2021
Q2 | $8.6M | Sell |
62,995
-6,242
| -9% | -$852K | 0.04% | 292 |
|
2021
Q1 | $10.3M | Buy |
69,237
+770
| +1% | +$114K | 0.06% | 255 |
|
2020
Q4 | $9.03M | Buy |
68,467
+4,559
| +7% | +$601K | 0.05% | 266 |
|
2020
Q3 | $5.92M | Sell |
63,908
-640
| -1% | -$59.3K | 0.04% | 313 |
|
2020
Q2 | $5.53M | Buy |
64,548
+360
| +0.6% | +$30.9K | 0.04% | 333 |
|
2020
Q1 | $4.8M | Sell |
64,188
-7,909
| -11% | -$592K | 0.04% | 346 |
|
2019
Q4 | $10.9M | Buy |
72,097
+18,548
| +35% | +$2.81M | 0.07% | 298 |
|
2019
Q3 | $6.66M | Sell |
53,549
-3,134
| -6% | -$390K | 0.05% | 348 |
|
2019
Q2 | $7.95M | Buy |
56,683
+941
| +2% | +$132K | 0.05% | 330 |
|
2019
Q1 | $6.97M | Sell |
55,742
-1,013
| -2% | -$127K | 0.05% | 344 |
|
2018
Q4 | $6.16M | Sell |
56,755
-576
| -1% | -$62.5K | 0.05% | 328 |
|
2018
Q3 | $7.57M | Buy |
57,331
+1
| +0% | +$132 | 0.05% | 354 |
|
2018
Q2 | $7.26M | Sell |
57,330
-16,870
| -23% | -$2.14M | 0.05% | 349 |
|
2018
Q1 | $10.1M | Sell |
74,200
-34,579
| -32% | -$4.7M | 0.08% | 288 |
|
2017
Q4 | $14.9M | Sell |
108,779
-5,693
| -5% | -$777K | 0.12% | 210 |
|
2017
Q3 | $12.6M | Sell |
114,472
-4,020
| -3% | -$443K | 0.11% | 232 |
|
2017
Q2 | $11.9M | Sell |
118,492
-1,220
| -1% | -$122K | 0.11% | 228 |
|
2017
Q1 | $11.3M | Sell |
119,712
-411
| -0.3% | -$38.7K | 0.11% | 230 |
|
2016
Q4 | $9.93M | Buy |
120,123
+57,861
| +93% | +$4.78M | 0.1% | 256 |
|
2016
Q3 | $4.19M | Buy |
62,262
+10,011
| +19% | +$674K | 0.04% | 415 |
|
2016
Q2 | $3.45M | Buy |
52,251
+813
| +2% | +$53.7K | 0.04% | 440 |
|
2016
Q1 | $3.66M | Buy |
51,438
+5,106
| +11% | +$363K | 0.04% | 406 |
|
2015
Q4 | $3.11M | Buy |
46,332
+3,963
| +9% | +$266K | 0.04% | 448 |
|
2015
Q3 | $2.89M | Buy |
42,369
+2,874
| +7% | +$196K | 0.03% | 444 |
|
2015
Q2 | $2.94M | Sell |
39,495
-1,776
| -4% | -$132K | 0.03% | 490 |
|
2015
Q1 | $3.3M | Buy |
41,271
+8,921
| +28% | +$714K | 0.04% | 438 |
|
2014
Q4 | $2.52M | Buy |
32,350
+6,319
| +24% | +$493K | 0.04% | 410 |
|
2014
Q3 | $1.82M | Sell |
26,031
-2,476
| -9% | -$173K | 0.03% | 456 |
|
2014
Q2 | $1.83M | Buy |
28,507
+390
| +1% | +$25K | 0.03% | 433 |
|
2014
Q1 | $1.58M | Buy |
28,117
+7,737
| +38% | +$433K | 0.03% | 402 |
|
2013
Q4 | $1.01M | Buy |
20,380
+10,161
| +99% | +$502K | 0.03% | 333 |
|
2013
Q3 | $430K | Sell |
10,219
-21,174
| -67% | -$891K | 0.01% | 476 |
|
2013
Q2 | $1.27M | Buy |
+31,393
| New | +$1.27M | 0.03% | 374 |
|