CWM
Castle Wealth Management’s Martin Marietta Materials MLM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $644K | Buy |
1,173
+31
| +3% | +$17K | 0.23% | 70 |
|
|
2025
Q1 | $546K | Buy |
1,142
+65
| +6% | +$31.1K | 0.21% | 72 |
|
|
2024
Q4 | $556K | Buy |
1,077
+52
| +5% | +$26.9K | 0.22% | 72 |
|
|
2024
Q3 | $552K | Buy |
+1,025
| New | +$552K | 0.22% | 72 |
|
|
2022
Q4 | – | Sell |
-38
| Closed | -$12K | – | 414 |
|
|
2022
Q3 | $12K | Buy |
+38
| New | +$12K | 0.01% | 389 |
|