Valmark Advisers’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 | $673K | Buy |
2,462
+39
| +2% | +$10.7K | 0.01% | 400 |
|
|
2025
Q1 | $577K | Buy |
2,423
+2
| +0.1% | +$476 | 0.01% | 397 |
|
|
2024
Q4 | $675K | Buy |
2,421
+10
| +0.4% | +$2.79K | 0.01% | 372 |
|
|
2024
Q3 | $599K | Buy |
2,411
+281
| +13% | +$69.9K | 0.01% | 385 |
|
|
2024
Q2 | $515K | Buy |
2,130
+13
| +0.6% | +$3.14K | 0.01% | 380 |
|
|
2024
Q1 | $534K | Buy |
2,117
+100
| +5% | +$25.2K | 0.01% | 370 |
|
|
2023
Q4 | $455K | Buy |
2,017
+100
| +5% | +$22.6K | 0.01% | 360 |
|
|
2023
Q3 | $377K | Hold |
1,917
| – | – | 0.01% | 367 |
|
|
2023
Q2 | $352K | Buy |
1,917
+255
| +15% | +$46.9K | 0.01% | 378 |
|
|
2023
Q1 | $276K | Buy |
1,662
+19
| +1% | +$3.16K | 0.01% | 410 |
|
|
2022
Q4 | $245K | Buy |
1,643
+203
| +14% | +$30.2K | 0.01% | 396 |
|
|
2022
Q3 | $202K | Buy |
+1,440
| New | +$202K | ﹤0.01% | 401 |
|
|
2022
Q2 | – | Sell |
-1,402
| Closed | -$246K | – | 421 |
|
|
2022
Q1 | $246K | Buy |
1,402
+18
| +1% | +$3.16K | ﹤0.01% | 393 |
|
|
2021
Q4 | $229K | Hold |
1,384
| – | – | ﹤0.01% | 383 |
|
|
2021
Q3 | $205K | Sell |
1,384
-168
| -11% | -$24.9K | ﹤0.01% | 377 |
|
|
2021
Q2 | $212K | Buy |
1,552
+134
| +9% | +$18.3K | ﹤0.01% | 370 |
|
|
2021
Q1 | $210K | Buy |
+1,418
| New | +$210K | ﹤0.01% | 356 |
|