Williams Jones Wealth Management’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 | $1.89M | Hold |
6,921
| – | – | 0.02% | 195 |
|
2025
Q1 | $1.65M | Sell |
6,921
-90
| -1% | -$21.4K | 0.02% | 198 |
|
2024
Q4 | $1.96M | Sell |
7,011
-325
| -4% | -$90.7K | 0.02% | 187 |
|
2024
Q3 | $1.82M | Buy |
7,336
+147
| +2% | +$36.5K | 0.02% | 204 |
|
2024
Q2 | $1.74M | Hold |
7,189
| – | – | 0.02% | 205 |
|
2024
Q1 | $1.81M | Sell |
7,189
-1,233
| -15% | -$311K | 0.02% | 203 |
|
2023
Q4 | $1.9M | Buy |
8,422
+4
| +0% | +$902 | 0.03% | 198 |
|
2023
Q3 | $1.65M | Sell |
8,418
-9
| -0.1% | -$1.77K | 0.03% | 205 |
|
2023
Q2 | $1.55M | Hold |
8,427
| – | – | 0.02% | 217 |
|
2023
Q1 | $1.4M | Buy |
8,427
+1,288
| +18% | +$214K | 0.02% | 234 |
|
2022
Q4 | $1.06M | Buy |
7,139
+4
| +0.1% | +$596 | 0.02% | 260 |
|
2022
Q3 | $1M | Sell |
7,135
-145
| -2% | -$20.3K | 0.02% | 269 |
|
2022
Q2 | $990K | Buy |
7,280
+1,514
| +26% | +$206K | 0.02% | 274 |
|
2022
Q1 | $1.01M | Buy |
5,766
+4,266
| +284% | +$749K | 0.01% | 260 |
|
2021
Q4 | $248K | Hold |
1,500
| – | – | ﹤0.01% | 432 |
|
2021
Q3 | $222K | Sell |
1,500
-521
| -26% | -$77.1K | ﹤0.01% | 445 |
|
2021
Q2 | $276K | Buy |
2,021
+1
| +0% | +$137 | ﹤0.01% | 418 |
|
2021
Q1 | $299K | Buy |
2,020
+50
| +3% | +$7.4K | ﹤0.01% | 394 |
|
2020
Q4 | $260K | Sell |
1,970
-694
| -26% | -$91.6K | ﹤0.01% | 395 |
|
2020
Q3 | $247K | Hold |
2,664
| – | – | ﹤0.01% | 364 |
|
2020
Q2 | $228K | Buy |
+2,664
| New | +$228K | ﹤0.01% | 355 |
|
2020
Q1 | – | Sell |
-2,885
| Closed | -$437K | – | 415 |
|
2019
Q4 | $437K | Sell |
2,885
-250
| -8% | -$37.9K | 0.01% | 297 |
|
2019
Q3 | $390K | Buy |
+3,135
| New | +$390K | 0.01% | 303 |
|