Waverly 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 | $2.1M | Sell |
7,679
-519
| -6% | -$142K | 0.02% | 481 |
|
|
2025
Q1 | $1.95M | Buy |
8,198
+256
| +3% | +$61K | 0.02% | 482 |
|
|
2024
Q4 | $2.22M | Buy |
7,942
+2,813
| +55% | +$785K | 0.03% | 361 |
|
|
2024
Q3 | $1.28M | Buy |
5,129
+52
| +1% | +$12.9K | 0.02% | 407 |
|
|
2024
Q2 | $1.23M | Buy |
5,077
+1,792
| +55% | +$433K | 0.02% | 404 |
|
|
2024
Q1 | $829K | Buy |
3,285
+968
| +42% | +$244K | 0.02% | 398 |
|
|
2023
Q4 | $523K | Buy |
2,317
+4
| +0.2% | +$902 | 0.02% | 291 |
|
|
2023
Q3 | $455K | Hold |
2,313
| – | – | 0.02% | 272 |
|
|
2023
Q2 | $425K | Buy |
2,313
+1,024
| +79% | +$188K | 0.02% | 260 |
|
|
2023
Q1 | $214K | Buy |
+1,289
| New | +$214K | 0.01% | 270 |
|
|
2022
Q2 | – | Sell |
-1,201
| Closed | -$212K | – | 217 |
|
|
2022
Q1 | $212K | Buy |
1,201
+9
| +0.8% | +$1.59K | 0.02% | 190 |
|
|
2021
Q4 | $203K | Buy |
+1,192
| New | +$203K | 0.02% | 193 |
|
|
2014
Q4 | – | Sell |
-382
| Closed | -$27K | – | 563 |
|
|
2014
Q3 | $27K | Sell |
382
-243
| -39% | -$17.2K | 0.01% | 293 |
|
|
2014
Q2 | $40K | Sell |
625
-338
| -35% | -$21.6K | 0.02% | 260 |
|
|
2014
Q1 | $54K | Sell |
963
-286
| -23% | -$16K | 0.02% | 213 |
|
|
2013
Q4 | $62K | Buy |
+1,249
| New | +$62K | 0.02% | 297 |
|