Integrated Wealth Concepts’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 | – | Sell |
-794
| Closed | -$379K | – | 1969 |
|
|
2025
Q1 | $379K | Buy |
794
+49
| +7% | +$23.4K | ﹤0.01% | 1279 |
|
|
2024
Q4 | $385K | Sell |
745
-37
| -5% | -$19.1K | ﹤0.01% | 1242 |
|
|
2024
Q3 | $421K | Buy |
782
+19
| +2% | +$10.2K | 0.01% | 1165 |
|
|
2024
Q2 | $413K | Sell |
763
-125
| -14% | -$67.7K | 0.01% | 1140 |
|
|
2024
Q1 | $545K | Buy |
888
+4
| +0.5% | +$2.45K | 0.01% | 1020 |
|
|
2023
Q4 | $441K | Buy |
884
+19
| +2% | +$9.48K | 0.01% | 1051 |
|
|
2023
Q3 | $355K | Sell |
865
-13
| -1% | -$5.33K | 0.01% | 1145 |
|
|
2023
Q2 | $405K | Buy |
878
+49
| +6% | +$22.6K | 0.01% | 1089 |
|
|
2023
Q1 | $294K | Buy |
829
+81
| +11% | +$28.7K | 0.01% | 1064 |
|
|
2022
Q4 | $253K | Sell |
748
-24
| -3% | -$8.12K | 0.01% | 868 |
|
|
2022
Q3 | $249K | Buy |
772
+26
| +3% | +$8.39K | 0.01% | 801 |
|
|
2022
Q2 | $223K | Sell |
746
-70
| -9% | -$20.9K | 0.01% | 860 |
|
|
2022
Q1 | $314K | Sell |
816
-1,662
| -67% | -$640K | 0.01% | 722 |
|
|
2021
Q4 | $1.09M | Buy |
2,478
+32
| +1% | +$14.1K | 0.03% | 392 |
|
|
2021
Q3 | $836K | Sell |
2,446
-289
| -11% | -$98.8K | 0.03% | 446 |
|
|
2021
Q2 | $962K | Sell |
2,735
-26
| -0.9% | -$9.15K | 0.03% | 363 |
|
|
2021
Q1 | $927K | Buy |
2,761
+83
| +3% | +$27.9K | 0.04% | 309 |
|
|
2020
Q4 | $760K | Buy |
2,678
+318
| +13% | +$90.2K | 0.04% | 303 |
|
|
2020
Q3 | $555K | Buy |
2,360
+713
| +43% | +$168K | 0.03% | 324 |
|
|
2020
Q2 | $340K | Buy |
+1,647
| New | +$340K | 0.02% | 369 |
|