HWA
Heartwood Wealth Advisors’s Martin Marietta Materials MLM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $227K | Buy |
+413
| New | +$227K | 0.02% | 176 |
|
2025
Q1 | – | Sell |
-413
| Closed | -$213K | – | 177 |
|
2024
Q4 | $213K | Hold |
413
| – | – | 0.02% | 166 |
|
2024
Q3 | $222K | Hold |
413
| – | – | 0.02% | 164 |
|
2024
Q2 | $224K | Hold |
413
| – | – | 0.03% | 161 |
|
2024
Q1 | $254K | Hold |
413
| – | – | 0.03% | 133 |
|
2023
Q4 | $206K | Buy |
+413
| New | +$206K | 0.03% | 142 |
|