CWM
Circle Wealth Management’s Martin Marietta Materials MLM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $453K | Buy |
947
+107
| +13% | +$51.2K | 0.01% | 172 |
|
|
2024
Q4 | $434K | Hold |
840
| – | – | 0.01% | 177 |
|
|
2024
Q3 | $452K | Hold |
840
| – | – | 0.01% | 178 |
|
|
2024
Q2 | $455K | Sell |
840
-110
| -12% | -$59.6K | 0.01% | 167 |
|
|
2024
Q1 | $583K | Buy |
950
+186
| +24% | +$114K | 0.01% | 133 |
|
|
2023
Q4 | $381K | Sell |
764
-229
| -23% | -$114K | 0.01% | 151 |
|
|
2023
Q3 | $408K | Buy |
993
+237
| +31% | +$97.3K | 0.01% | 150 |
|
|
2023
Q2 | $349K | Hold |
756
| – | – | 0.05% | 125 |
|
|
2023
Q1 | $268K | Hold |
756
| – | – | 0.04% | 142 |
|
|
2022
Q4 | $256K | Buy |
756
+5
| +0.7% | +$1.69K | 0.04% | 143 |
|
|
2022
Q3 | $242K | Sell |
751
-5
| -0.7% | -$1.61K | 0.04% | 148 |
|
|
2022
Q2 | $226K | Sell |
756
-4
| -0.5% | -$1.2K | 0.04% | 153 |
|
|
2022
Q1 | $293K | Hold |
760
| – | – | 0.04% | 157 |
|
|
2021
Q4 | $335K | Sell |
760
-424
| -36% | -$187K | 0.04% | 153 |
|
|
2021
Q3 | $405K | Hold |
1,184
| – | – | 0.06% | 133 |
|
|
2021
Q2 | $417K | Sell |
1,184
-101
| -8% | -$35.6K | 0.06% | 142 |
|
|
2021
Q1 | $432K | Sell |
1,285
-409
| -24% | -$138K | 0.07% | 121 |
|
|
2020
Q4 | $481K | Hold |
1,694
| – | – | 0.07% | 150 |
|
|
2020
Q3 | $399K | Sell |
1,694
-163
| -9% | -$38.4K | 0.07% | 131 |
|
|
2020
Q2 | $384K | Sell |
1,857
-23
| -1% | -$4.76K | 0.07% | 133 |
|
|
2020
Q1 | $356K | Buy |
+1,880
| New | +$356K | 0.07% | 134 |
|