Bard Financial Services’s Martin Marietta Materials MLM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.42M	Sell	2,250 -50	-2%	-$29.8K	0.16%	105
2025 Q2	$1.26M	Sell	2,300 -250	-10%	-$132K	0.15%	105
2025 Q1	$1.22M	Sell	2,550 -150	-6%	-$76.2K	0.15%	105
2024 Q4	$1.39M	Hold	2,700	–	–	0.17%	100
2024 Q3	$1.45M	Sell	2,700 -200	-7%	-$108K	0.17%	97
2024 Q2	$1.57M	Sell	2,900 -150	-5%	-$87.2K	0.16%	100
2024 Q1	$1.87M	Hold	3,050	–	–	0.2%	94
2023 Q4	$1.52M	Hold	3,050	–	–	0.17%	98
2023 Q3	$1.25M	Hold	3,050	–	–	0.15%	103
2023 Q2	$1.41M	Sell	3,050 -150	-5%	-$59.2K	0.11%	142
2023 Q1	$1.14M	Hold	3,200	–	–	0.09%	160
2022 Q4	$1.08M	Sell	3,200 -50	-2%	-$17.1K	0.09%	158
2022 Q3	$1.05M	Sell	3,250 -50	-2%	-$16.9K	0.1%	152
2022 Q2	$987K	Sell	3,300 -75	-2%	-$25.6K	0.09%	155
2022 Q1	$1.3M	Sell	3,375 -25	-0.7%	-$9.69K	0.11%	133
2021 Q4	$1.5M	Hold	3,400	–	–	0.12%	123
2021 Q3	$1.16M	Hold	3,400	–	–	0.1%	133
2021 Q2	$1.2M	Buy	3,400 +50	+1%	+$17.8K	0.11%	131
2021 Q1	$1.13M	Buy	3,350 +250	+8%	+$79.9K	0.11%	129
2020 Q4	$880K	Buy	+3,100	New	+$826K	0.09%	143