Independent Solutions 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
Q1 | – | Sell |
-486
| Closed | -$251K | – | 181 |
|
|
2024
Q4 | $251K | Sell |
486
-118
| -20% | -$60.9K | 0.05% | 153 |
|
|
2024
Q3 | $325K | Sell |
604
-280
| -32% | -$151K | 0.07% | 134 |
|
|
2024
Q2 | $479K | Sell |
884
-22
| -2% | -$11.9K | 0.11% | 119 |
|
|
2024
Q1 | $556K | Sell |
906
-45
| -5% | -$27.6K | 0.13% | 112 |
|
|
2023
Q4 | $474K | Sell |
951
-26
| -3% | -$13K | 0.12% | 124 |
|
|
2023
Q3 | $401K | Hold |
977
| – | – | 0.1% | 142 |
|
|
2023
Q2 | $451K | Sell |
977
-100
| -9% | -$46.2K | 0.11% | 136 |
|
|
2023
Q1 | $382K | Hold |
1,077
| – | – | 0.11% | 136 |
|
|
2022
Q4 | $364K | Hold |
1,077
| – | – | 0.11% | 145 |
|
|
2022
Q3 | $347K | Hold |
1,077
| – | – | 0.11% | 144 |
|
|
2022
Q2 | $322K | Hold |
1,077
| – | – | 0.1% | 153 |
|
|
2022
Q1 | $415K | Hold |
1,077
| – | – | 0.1% | 148 |
|
|
2021
Q4 | $474K | Sell |
1,077
-100
| -8% | -$44.1K | 0.11% | 141 |
|
|
2021
Q3 | $402K | Hold |
1,177
| – | – | 0.1% | 154 |
|
|
2021
Q2 | $414K | Sell |
1,177
-50
| -4% | -$17.6K | 0.1% | 148 |
|
|
2021
Q1 | $412K | Hold |
1,227
| – | – | 0.11% | 127 |
|
|
2020
Q4 | $348K | Hold |
1,227
| – | – | 0.11% | 130 |
|
|
2020
Q3 | $289K | Hold |
1,227
| – | – | 0.11% | 130 |
|
|
2020
Q2 | $253K | Hold |
1,227
| – | – | 0.11% | 131 |
|
|
2020
Q1 | $232K | Sell |
1,227
-75
| -6% | -$14.2K | 0.13% | 115 |
|
|
2019
Q4 | $364K | Buy |
+1,302
| New | +$364K | 0.16% | 110 |
|