WFAG
Wescott Financial Advisory Group’s Marriott International Class A Common Stock MAR Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.44M | Buy |
5,253
+21
| +0.4% | +$5.74K | 0.14% | 73 |
|
2025
Q1 | $1.25M | Sell |
5,232
-322
| -6% | -$76.7K | 0.13% | 74 |
|
2024
Q4 | $1.55M | Buy |
5,554
+35
| +0.6% | +$9.76K | 0.16% | 68 |
|
2024
Q3 | $1.37M | Sell |
5,519
-9
| -0.2% | -$2.24K | 0.15% | 72 |
|
2024
Q2 | $1.34M | Buy |
5,528
+5
| +0.1% | +$1.21K | 0.16% | 71 |
|
2024
Q1 | $1.39M | Sell |
5,523
-271
| -5% | -$68.4K | 0.17% | 64 |
|
2023
Q4 | $1.31M | Sell |
5,794
-26
| -0.4% | -$5.86K | 0.18% | 64 |
|
2023
Q3 | $1.14M | Buy |
5,820
+26
| +0.4% | +$5.11K | 0.21% | 63 |
|
2023
Q2 | $1.06M | Hold |
5,794
| – | – | 0.19% | 66 |
|
2023
Q1 | $962K | Sell |
5,794
-298
| -5% | -$49.5K | 0.21% | 65 |
|
2022
Q4 | $907K | Hold |
6,092
| – | – | 0.2% | 67 |
|
2022
Q3 | $854K | Buy |
6,092
+6
| +0.1% | +$841 | 0.24% | 57 |
|
2022
Q2 | $828K | Hold |
6,086
| – | – | 0.22% | 59 |
|
2022
Q1 | $1.07M | Buy |
+6,086
| New | +$1.07M | 0.28% | 51 |
|