CWS Financial Advisors’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 | $395K | Sell |
719
-71
| -9% | -$39K | 0.11% | 97 |
|
|
2025
Q1 | $378K | Hold |
790
| – | – | 0.12% | 94 |
|
|
2024
Q4 | $408K | Buy |
790
+71
| +10% | +$36.7K | 0.13% | 87 |
|
|
2024
Q3 | $387K | Hold |
719
| – | – | 0.14% | 85 |
|
|
2024
Q2 | $390K | Hold |
719
| – | – | 0.15% | 73 |
|
|
2024
Q1 | $441K | Sell |
719
-186
| -21% | -$114K | 0.18% | 60 |
|
|
2023
Q4 | $452K | Buy |
905
+180
| +25% | +$89.8K | 0.17% | 89 |
|
|
2023
Q3 | $298K | Hold |
725
| – | – | 0.12% | 113 |
|
|
2023
Q2 | $335K | Hold |
725
| – | – | 0.13% | 109 |
|
|
2023
Q1 | $257K | Buy |
725
+6
| +0.8% | +$2.13K | 0.1% | 122 |
|
|
2022
Q4 | $241K | Sell |
719
-6
| -0.8% | -$2.01K | 0.1% | 122 |
|
|
2022
Q3 | $234K | Hold |
725
| – | – | 0.11% | 117 |
|
|
2022
Q2 | $217K | Hold |
725
| – | – | 0.1% | 132 |
|
|
2022
Q1 | $279K | Hold |
725
| – | – | 0.11% | 120 |
|
|
2021
Q4 | $319K | Buy |
+725
| New | +$319K | 0.11% | 109 |
|
|
2021
Q2 | $253K | Hold |
719
| – | – | 0.1% | 129 |
|
|
2021
Q1 | $241K | Hold |
719
| – | – | 0.1% | 122 |
|
|
2020
Q4 | $204K | Buy |
+719
| New | +$204K | 0.12% | 129 |
|