Congress Wealth Management’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 Q2	$31.2M	Sell	56,797 -6,050	-10%	-$3.2M	0.3%	75
2025 Q1	$30.1M	Buy	62,847 +1,026	+2%	+$521K	0.36%	62
2024 Q4	$31.9M	Buy	61,821 +432	+0.7%	+$245K	0.44%	50
2024 Q3	$33M	Buy	61,389 +2,522	+4%	+$1.36M	0.44%	55
2024 Q2	$31.9M	Buy	58,867 +1,479	+3%	+$860K	0.51%	41
2024 Q1	$35.2M	Sell	57,388 -310	-0.5%	-$169K	0.61%	33
2023 Q4	$28.8M	Buy	57,698 +141	+0.2%	+$63.6K	0.53%	41
2023 Q3	$23.6M	Buy	57,557 +1,134	+2%	+$501K	0.49%	45
2023 Q2	$26.1M	Buy	56,423 +21,702	+63%	+$8.56M	0.6%	35
2023 Q1	$12.3M	Buy	34,721 +1,033	+3%	+$362K	0.3%	94
2022 Q4	$11.4M	Buy	33,688 +470	+1%	+$160K	0.29%	97
2022 Q3	$10.7M	Buy	33,218 +747	+2%	+$253K	0.29%	94
2022 Q2	$9.72M	Sell	32,471 -323	-1%	-$110K	0.25%	119
2022 Q1	$12.6M	Sell	32,794 -378	-1%	-$146K	0.28%	97
2021 Q4	$14.6M	Buy	+33,172	New	+$13.4M	0.29%	91