Wealthspire Advisors (New York)’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 | $3.55M | Sell |
13,003
-545
| -4% | -$149K | 0.02% | 197 |
|
2025
Q1 | $3.23M | Buy |
13,548
+111
| +0.8% | +$26.4K | 0.02% | 200 |
|
2024
Q4 | $3.75M | Sell |
13,437
-3
| -0% | -$837 | 0.04% | 169 |
|
2024
Q3 | $3.34M | Buy |
13,440
+1,397
| +12% | +$347K | 0.03% | 177 |
|
2024
Q2 | $2.91M | Buy |
12,043
+4
| +0% | +$967 | 0.04% | 153 |
|
2024
Q1 | $3.04M | Sell |
12,039
-123
| -1% | -$31K | 0.04% | 148 |
|
2023
Q4 | $2.74M | Buy |
12,162
+389
| +3% | +$87.7K | 0.04% | 152 |
|
2023
Q3 | $2.31M | Buy |
11,773
+3,144
| +36% | +$618K | 0.04% | 154 |
|
2023
Q2 | $1.58M | Buy |
8,629
+124
| +1% | +$22.8K | 0.03% | 174 |
|
2023
Q1 | $1.41M | Sell |
8,505
-644
| -7% | -$107K | 0.02% | 192 |
|
2022
Q4 | $1.36M | Buy |
9,149
+731
| +9% | +$109K | 0.02% | 205 |
|
2022
Q3 | $1.18M | Sell |
8,418
-67
| -0.8% | -$9.39K | 0.02% | 197 |
|
2022
Q2 | $1.15M | Buy |
8,485
+2,509
| +42% | +$341K | 0.02% | 199 |
|
2022
Q1 | $1.05M | Sell |
5,976
-843
| -12% | -$148K | 0.02% | 184 |
|
2021
Q4 | $1.13M | Buy |
6,819
+3,627
| +114% | +$599K | 0.02% | 216 |
|
2021
Q3 | $473K | Buy |
3,192
+1,586
| +99% | +$235K | 0.01% | 365 |
|
2021
Q2 | $219K | Sell |
1,606
-4,042
| -72% | -$551K | 0.01% | 343 |
|
2021
Q1 | $837K | Buy |
5,648
+1,970
| +54% | +$292K | 0.02% | 292 |
|
2020
Q4 | $485K | Buy |
+3,678
| New | +$485K | 0.01% | 317 |
|
2020
Q2 | – | Sell |
-3,387
| Closed | -$253K | – | 429 |
|
2020
Q1 | $253K | Buy |
+3,387
| New | +$253K | 0.01% | 427 |
|
2019
Q1 | – | Sell |
-178
| Closed | -$19K | – | 489 |
|
2018
Q4 | $19K | Buy |
+178
| New | +$19K | ﹤0.01% | 352 |
|