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KCS Wealth Advisory

SEC CIK
0001697719
Latest filing
Nov 3, 2023

MAR holding history

Marriott International Inc in every 13F filed by KCS Wealth Advisory, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MAR overviewAll 13F holders of MARFull Q3 2023 holdings

Shares (Q3 2023)
5,812
Value
$1.14M
% of portfolio
0.5%
Quarters held
11
Since Q1 2021
Holdings of MAR by KCS Wealth Advisory, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20235,812$1.14M0.5%−497−7.9%ReducedHolders
Q2 20236,309$1.16M0.4%+5+0.1%AddedHolders
Q1 20236,304$1.05M0.4%−138−2.1%ReducedHolders
Q4 20226,442$959.1K0.4%−47−0.7%ReducedHolders
Q3 20226,489$909.0K0.4%−4,040−38.4%ReducedHolders
Q2 202210,529$1.43M0.6%−589−5.3%ReducedHolders
Q1 202211,118$1.95M0.9%+441+4.1%AddedHolders
Q4 202110,677$1.76M0.7%+124+1.2%AddedHolders
Q3 202110,553$1.56M0.7%−593−5.3%ReducedHolders
Q2 202111,146$1.52M0.7%+915+8.9%AddedHolders
Q1 202110,231$1.51M0.8%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.