Congress Wealth Management’s Martin Marietta Materials MLM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $31.2M | Sell |
56,797
-6,050
| -10% | -$3.32M | 0.3% | 75 |
|
|
2025
Q1 | $30.1M | Buy |
62,847
+1,026
| +2% | +$491K | 0.36% | 62 |
|
|
2024
Q4 | $31.9M | Buy |
61,821
+432
| +0.7% | +$223K | 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% | +$801K | 0.51% | 41 |
|
|
2024
Q1 | $35.2M | Sell |
57,388
-310
| -0.5% | -$190K | 0.61% | 33 |
|
|
2023
Q4 | $28.8M | Buy |
57,698
+141
| +0.2% | +$70.3K | 0.53% | 41 |
|
|
2023
Q3 | $23.6M | Buy |
57,557
+1,134
| +2% | +$465K | 0.49% | 45 |
|
|
2023
Q2 | $26.1M | Buy |
56,423
+21,702
| +63% | +$10M | 0.6% | 35 |
|
|
2023
Q1 | $12.3M | Buy |
34,721
+1,033
| +3% | +$367K | 0.3% | 94 |
|
|
2022
Q4 | $11.4M | Buy |
33,688
+470
| +1% | +$159K | 0.29% | 97 |
|
|
2022
Q3 | $10.7M | Buy |
33,218
+747
| +2% | +$241K | 0.29% | 94 |
|
|
2022
Q2 | $9.72M | Sell |
32,471
-323
| -1% | -$96.6K | 0.25% | 119 |
|
|
2022
Q1 | $12.6M | Sell |
32,794
-378
| -1% | -$145K | 0.28% | 97 |
|
|
2021
Q4 | $14.6M | Buy |
+33,172
| New | +$14.6M | 0.29% | 90 |
|