Valeo 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 | $1.3M | Buy |
4,755
+602
| +14% | +$164K | 0.03% | 239 |
|
|
2025
Q1 | $989K | Buy |
4,153
+97
| +2% | +$23.1K | 0.03% | 264 |
|
|
2024
Q4 | $1.13M | Sell |
4,056
-28
| -0.7% | -$7.81K | 0.03% | 235 |
|
|
2024
Q3 | $1.02M | Buy |
4,084
+1,198
| +42% | +$298K | 0.03% | 258 |
|
|
2024
Q2 | $698K | Buy |
2,886
+52
| +2% | +$12.6K | 0.02% | 300 |
|
|
2024
Q1 | $692K | Buy |
2,834
+635
| +29% | +$155K | 0.02% | 294 |
|
|
2023
Q4 | $496K | Buy |
2,199
+597
| +37% | +$135K | 0.02% | 368 |
|
|
2023
Q3 | $315K | Buy |
1,602
+410
| +34% | +$80.6K | 0.01% | 447 |
|
|
2023
Q2 | $219K | Buy |
+1,192
| New | +$219K | 0.01% | 519 |
|
|
2022
Q2 | – | Sell |
-390
| Closed | -$69K | – | 551 |
|
|
2022
Q1 | $69K | Buy |
+390
| New | +$69K | ﹤0.01% | 553 |
|
|
2021
Q4 | – | Sell |
-233
| Closed | -$35K | – | 558 |
|
|
2021
Q3 | $35K | Buy |
+233
| New | +$35K | ﹤0.01% | 522 |
|
|
2021
Q2 | – | Sell |
-201
| Closed | -$30K | – | 1179 |
|
|
2021
Q1 | $30K | Buy |
201
+3
| +2% | +$448 | ﹤0.01% | 979 |
|
|
2020
Q4 | $26K | Buy |
198
+173
| +692% | +$22.7K | ﹤0.01% | 940 |
|
|
2020
Q3 | $2K | Sell |
25
-112
| -82% | -$8.96K | ﹤0.01% | 1365 |
|
|
2020
Q2 | $12K | Buy |
137
+25
| +22% | +$2.19K | ﹤0.01% | 1162 |
|
|
2020
Q1 | $9K | Buy |
112
+15
| +15% | +$1.21K | ﹤0.01% | 1085 |
|
|
2019
Q4 | $15K | Hold |
97
| – | – | ﹤0.01% | 971 |
|
|
2019
Q3 | $12K | Buy |
97
+19
| +24% | +$2.35K | ﹤0.01% | 967 |
|
|
2019
Q2 | $11K | Buy |
+78
| New | +$11K | ﹤0.01% | 995 |
|
|
2018
Q4 | – | Sell |
-46
| Closed | -$5K | – | 1612 |
|
|
2018
Q3 | $5K | Sell |
46
-91
| -66% | -$9.89K | ﹤0.01% | 1187 |
|
|
2018
Q2 | $16K | Sell |
137
-849
| -86% | -$99.2K | ﹤0.01% | 816 |
|
|
2018
Q1 | $134K | Buy |
986
+248
| +34% | +$33.7K | 0.02% | 313 |
|
|
2017
Q4 | $100K | Buy |
738
+580
| +367% | +$78.6K | 0.02% | 340 |
|
|
2017
Q3 | $17K | Buy |
+158
| New | +$17K | ﹤0.01% | 583 |
|