Heritage Wealth 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 | $2.2K | Hold |
4
| – | – | ﹤0.01% | 511 |
|
|
2025
Q1 | $1.91K | Sell |
4
-6
| -60% | -$2.87K | ﹤0.01% | 507 |
|
|
2024
Q4 | $5.17K | Buy |
10
+2
| +25% | +$1.03K | ﹤0.01% | 489 |
|
|
2024
Q3 | $4.31K | Buy |
+8
| New | +$4.31K | ﹤0.01% | 496 |
|
|
2023
Q1 | – | Sell |
-60
| Closed | -$20.3K | – | 589 |
|
|
2022
Q4 | $20.3K | Hold |
60
| – | – | ﹤0.01% | 411 |
|
|
2022
Q3 | $19.3K | Sell |
60
-60
| -50% | -$19.3K | ﹤0.01% | 386 |
|
|
2022
Q2 | $36K | Hold |
120
| – | – | ﹤0.01% | 357 |
|
|
2022
Q1 | $46K | Hold |
120
| – | – | ﹤0.01% | 325 |
|
|
2021
Q4 | $53K | Hold |
120
| – | – | ﹤0.01% | 327 |
|
|
2021
Q3 | $41K | Hold |
120
| – | – | ﹤0.01% | 334 |
|
|
2021
Q2 | $42.2K | Hold |
120
| – | – | ﹤0.01% | 343 |
|
|
2021
Q1 | $40.3K | Hold |
120
| – | – | ﹤0.01% | 356 |
|
|
2020
Q4 | $34K | Hold |
120
| – | – | ﹤0.01% | 359 |
|
|
2020
Q3 | $28.2K | Hold |
120
| – | – | ﹤0.01% | 322 |
|
|
2020
Q2 | $24.8K | Hold |
120
| – | – | ﹤0.01% | 315 |
|
|
2020
Q1 | $22.7K | Sell |
120
-2
| -2% | -$378 | ﹤0.01% | 311 |
|
|
2019
Q4 | $34.1K | Buy |
+122
| New | +$34.1K | ﹤0.01% | 329 |
|