BWM
BerganKDV Wealth Management’s Martin Marietta Materials MLM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $732K | Sell |
1,587
-424
| -21% | -$196K | 0.07% | 150 |
|
|
2023
Q1 | $714K | Sell |
2,011
-39
| -2% | -$13.9K | 0.07% | 152 |
|
|
2022
Q4 | $693K | Sell |
2,050
-421
| -17% | -$142K | 0.08% | 149 |
|
|
2022
Q3 | $796K | Sell |
2,471
-235
| -9% | -$75.7K | 0.1% | 133 |
|
|
2022
Q2 | $810K | Sell |
2,706
-1,998
| -42% | -$598K | 0.09% | 136 |
|
|
2022
Q1 | $1.81M | Buy |
4,704
+167
| +4% | +$64.3K | 0.19% | 98 |
|
|
2021
Q4 | $2M | Buy |
4,537
+267
| +6% | +$118K | 0.21% | 94 |
|
|
2021
Q3 | $1.46M | Buy |
4,270
+80
| +2% | +$27.3K | 0.17% | 102 |
|
|
2021
Q2 | $1.47M | Buy |
4,190
+26
| +0.6% | +$9.15K | 0.17% | 97 |
|
|
2021
Q1 | $1.4M | Sell |
4,164
-91
| -2% | -$30.6K | 0.18% | 99 |
|
|
2020
Q4 | $1.21M | Sell |
4,255
-8
| -0.2% | -$2.27K | 0.17% | 101 |
|
|
2020
Q3 | $1M | Sell |
4,263
-14
| -0.3% | -$3.29K | 0.16% | 103 |
|
|
2020
Q2 | $883K | Buy |
4,277
+35
| +0.8% | +$7.23K | 0.15% | 104 |
|
|
2020
Q1 | $803K | Buy |
4,242
+233
| +6% | +$44.1K | 0.16% | 100 |
|
|
2019
Q4 | $1.12M | Sell |
4,009
-352
| -8% | -$98.4K | 0.2% | 97 |
|
|
2019
Q3 | $1.2M | Sell |
4,361
-1,300
| -23% | -$356K | 0.24% | 86 |
|
|
2019
Q2 | $1.3M | Sell |
5,661
-629
| -10% | -$145K | 0.26% | 77 |
|
|
2019
Q1 | $1.27M | Sell |
6,290
-118
| -2% | -$23.7K | 0.26% | 73 |
|
|
2018
Q4 | $1.1M | Buy |
6,408
+1,245
| +24% | +$214K | 0.26% | 72 |
|
|
2018
Q3 | $939K | Sell |
5,163
-439
| -8% | -$79.8K | 0.2% | 89 |
|
|
2018
Q2 | $1.25M | Buy |
5,602
+162
| +3% | +$36.2K | 0.28% | 68 |
|
|
2018
Q1 | $1.13M | Buy |
5,440
+37
| +0.7% | +$7.67K | 0.31% | 68 |
|
|
2017
Q4 | $1.19M | Sell |
5,403
-306
| -5% | -$67.6K | 0.28% | 68 |
|
|
2017
Q3 | $1.18M | Buy |
5,709
+1,146
| +25% | +$236K | 0.29% | 69 |
|
|
2017
Q2 | $1.02M | Sell |
4,563
-120
| -3% | -$26.7K | 0.29% | 62 |
|
|
2017
Q1 | $1.02M | Buy |
4,683
+24
| +0.5% | +$5.24K | 0.3% | 58 |
|
|
2016
Q4 | $1.03M | Buy |
4,659
+979
| +27% | +$217K | 0.34% | 53 |
|
|
2016
Q3 | $659K | Buy |
+3,680
| New | +$659K | 0.23% | 87 |
|