LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Martin Marietta Materials MLM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1
| Closed | -$498 | – | 547 |
|
|
2025
Q1 | $498 | Hold |
1
| – | – | ﹤0.01% | 546 |
|
|
2024
Q4 | $546 | Sell |
1
-4
| -80% | -$2.18K | ﹤0.01% | 545 |
|
|
2024
Q3 | $2.85K | Buy |
+5
| New | +$2.85K | ﹤0.01% | 539 |
|
|
2024
Q2 | – | Sell |
-15
| Closed | -$8.77K | – | 568 |
|
|
2024
Q1 | $8.77K | Buy |
+15
| New | +$8.77K | ﹤0.01% | 501 |
|
|
2022
Q1 | – | Sell |
-522
| Closed | -$230K | – | 686 |
|
|
2021
Q4 | $230K | Buy |
+522
| New | +$230K | ﹤0.01% | 296 |
|
|
2019
Q3 | – | Sell |
-5
| Closed | -$1K | – | 714 |
|
|
2019
Q2 | $1K | Hold |
5
| – | – | ﹤0.01% | 694 |
|
|
2019
Q1 | $1K | Sell |
5
-1
| -17% | -$200 | ﹤0.01% | 682 |
|
|
2018
Q4 | $1K | Hold |
6
| – | – | ﹤0.01% | 672 |
|
|
2018
Q3 | $1K | Hold |
6
| – | – | ﹤0.01% | 634 |
|
|
2018
Q2 | $1K | Hold |
6
| – | – | ﹤0.01% | 649 |
|
|
2018
Q1 | $1K | Hold |
6
| – | – | ﹤0.01% | 698 |
|
|
2017
Q4 | $1K | Hold |
6
| – | – | ﹤0.01% | 702 |
|
|
2017
Q3 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 723 |
|
|
2014
Q1 | – | Sell |
-400
| Closed | -$40K | – | 633 |
|
|
2013
Q4 | $40K | Hold |
400
| – | – | ﹤0.01% | 408 |
|
|
2013
Q3 | $39K | Hold |
400
| – | – | ﹤0.01% | 387 |
|
|
2013
Q2 | $39K | Buy |
+400
| New | +$39K | ﹤0.01% | 410 |
|