DWM
Defined 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 | $530K | Buy |
965
+2
| +0.2% | +$1.1K | 0.33% | 70 |
|
|
2025
Q1 | $460K | Sell |
963
-5
| -0.5% | -$2.39K | 0.31% | 73 |
|
|
2024
Q4 | $500K | Buy |
968
+6
| +0.6% | +$3.1K | 0.33% | 65 |
|
|
2024
Q3 | $518K | Buy |
962
+28
| +3% | +$15.1K | 0.34% | 66 |
|
|
2024
Q2 | $506K | Buy |
934
+3
| +0.3% | +$1.63K | 0.35% | 63 |
|
|
2024
Q1 | $572K | Hold |
931
| – | – | 0.41% | 60 |
|
|
2023
Q4 | $464K | Buy |
931
+4
| +0.4% | +$2K | 0.36% | 69 |
|
|
2023
Q3 | $381K | Hold |
927
| – | – | 0.32% | 77 |
|
|
2023
Q2 | $428K | Hold |
927
| – | – | 0.36% | 71 |
|
|
2023
Q1 | $329K | Hold |
927
| – | – | 0.31% | 80 |
|
|
2022
Q4 | $313K | Hold |
927
| – | – | 0.29% | 84 |
|
|
2022
Q3 | $299K | Hold |
927
| – | – | 0.33% | 70 |
|
|
2022
Q2 | $277K | Hold |
927
| – | – | 0.28% | 76 |
|
|
2022
Q1 | $357K | Hold |
927
| – | – | 0.31% | 69 |
|
|
2021
Q4 | $408K | Hold |
927
| – | – | 0.33% | 66 |
|
|
2021
Q3 | $317K | Buy |
927
+12
| +1% | +$4.1K | 0.28% | 74 |
|
|
2021
Q2 | $322K | Hold |
915
| – | – | 0.29% | 75 |
|
|
2021
Q1 | $307K | Hold |
915
| – | – | 0.29% | 72 |
|
|
2020
Q4 | $260K | Buy |
+915
| New | +$260K | 0.26% | 75 |
|