Kapstone Financial 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 | $722K | Hold |
1,315
| – | – | 0.36% | 41 |
|
|
2025
Q1 | $629K | Hold |
1,315
| – | – | 0.36% | 45 |
|
|
2024
Q4 | $710K | Sell |
1,315
-2
| -0.2% | -$1.08K | 0.38% | 42 |
|
|
2024
Q3 | $710K | Sell |
1,317
-120
| -8% | -$64.7K | 0.43% | 41 |
|
|
2024
Q2 | $779K | Hold |
1,437
| – | – | 0.51% | 35 |
|
|
2024
Q1 | $882K | Hold |
1,437
| – | – | 0.6% | 33 |
|
|
2023
Q4 | $725K | Sell |
1,437
-9
| -0.6% | -$4.54K | 0.57% | 34 |
|
|
2023
Q3 | $594K | Sell |
1,446
-55
| -4% | -$22.6K | 0.53% | 36 |
|
|
2023
Q2 | $680K | Sell |
1,501
-141
| -9% | -$63.9K | 0.56% | 33 |
|
|
2023
Q1 | $573K | Buy |
1,642
+22
| +1% | +$7.67K | 0.52% | 42 |
|
|
2022
Q4 | $600K | Buy |
+1,620
| New | +$600K | 0.55% | 40 |
|