Geneos 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 | $256K | Sell |
467
-76
| -14% | -$41.7K | 0.01% | 910 |
|
|
2025
Q1 | $260K | Buy |
543
+224
| +70% | +$107K | ﹤0.01% | 1124 |
|
|
2024
Q4 | $165K | Sell |
319
-2
| -0.6% | -$1.03K | 0.01% | 905 |
|
|
2024
Q3 | $173K | Buy |
321
+77
| +32% | +$41.4K | 0.01% | 810 |
|
|
2024
Q2 | $132K | Buy |
244
+9
| +4% | +$4.88K | 0.01% | 800 |
|
|
2024
Q1 | $144K | Hold |
235
| – | – | 0.01% | 773 |
|
|
2023
Q4 | $117K | Hold |
235
| – | – | 0.01% | 796 |
|
|
2023
Q3 | $96.5K | Buy |
235
+18
| +8% | +$7.39K | 0.01% | 883 |
|
|
2023
Q2 | $100K | Buy |
217
+200
| +1,176% | +$92.3K | 0.01% | 880 |
|
|
2023
Q1 | $6.04K | Sell |
17
-200
| -92% | -$71K | ﹤0.01% | 1687 |
|
|
2022
Q4 | $73.3K | Hold |
217
| – | – | ﹤0.01% | 916 |
|
|
2022
Q3 | $69K | Sell |
217
-100
| -32% | -$31.8K | ﹤0.01% | 924 |
|
|
2022
Q2 | $93K | Sell |
317
-205
| -39% | -$60.1K | ﹤0.01% | 1034 |
|
|
2022
Q1 | $200K | Sell |
522
-174
| -25% | -$66.7K | 0.01% | 806 |
|
|
2021
Q4 | $306K | Sell |
696
-21
| -3% | -$9.23K | 0.01% | 727 |
|
|
2021
Q3 | $254K | Hold |
717
| – | – | 0.01% | 766 |
|
|
2021
Q2 | $250K | Sell |
717
-380
| -35% | -$132K | 0.01% | 762 |
|
|
2021
Q1 | $387K | Hold |
1,097
| – | – | 0.01% | 703 |
|
|
2020
Q4 | $243K | Buy |
1,097
+380
| +53% | +$84.2K | 0.01% | 763 |
|
|
2020
Q3 | $162K | Buy |
717
+17
| +2% | +$3.84K | 0.01% | 758 |
|
|
2020
Q2 | $142K | Sell |
700
-60
| -8% | -$12.2K | 0.01% | 777 |
|
|
2020
Q1 | $137K | Hold |
760
| – | – | 0.01% | 739 |
|
|
2019
Q4 | $212K | Hold |
760
| – | – | 0.01% | 684 |
|
|
2019
Q3 | $205K | Sell |
760
-40
| -5% | -$10.8K | 0.01% | 656 |
|
|
2019
Q2 | $184K | Hold |
800
| – | – | 0.01% | 698 |
|
|
2019
Q1 | $161K | Hold |
800
| – | – | 0.01% | 718 |
|
|
2018
Q4 | $134K | Buy |
800
+19
| +2% | +$3.18K | 0.01% | 738 |
|
|
2018
Q3 | $142K | Buy |
781
+12
| +2% | +$2.18K | 0.01% | 769 |
|
|
2018
Q2 | $171K | Buy |
769
+200
| +35% | +$44.5K | 0.01% | 603 |
|
|
2018
Q1 | $118K | Buy |
569
+50
| +10% | +$10.4K | 0.01% | 695 |
|
|
2017
Q4 | $114K | Sell |
519
-37
| -7% | -$8.13K | 0.01% | 703 |
|
|
2017
Q3 | $114K | Buy |
556
+37
| +7% | +$7.59K | 0.01% | 665 |
|
|
2017
Q2 | $115K | Buy |
519
+79
| +18% | +$17.5K | 0.01% | 645 |
|
|
2017
Q1 | $96K | Buy |
440
+125
| +40% | +$27.3K | 0.01% | 671 |
|
|
2016
Q4 | $69K | Buy |
315
+1
| +0.3% | +$219 | 0.01% | 721 |
|
|
2016
Q3 | $56K | Buy |
314
+11
| +4% | +$1.96K | 0.01% | 773 |
|
|
2016
Q2 | $57K | Hold |
303
| – | – | 0.01% | 763 |
|
|
2016
Q1 | $49K | Buy |
+303
| New | +$49K | 0.01% | 806 |
|