Modera 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
Q2 | $220K | Buy |
+401
| New | +$220K | ﹤0.01% | 605 |
|
2025
Q1 | – | Sell |
-431
| Closed | -$222K | – | 629 |
|
2024
Q4 | $222K | Buy |
431
+17
| +4% | +$8.77K | ﹤0.01% | 574 |
|
2024
Q3 | $223K | Hold |
414
| – | – | ﹤0.01% | 556 |
|
2024
Q2 | $224K | Buy |
414
+1
| +0.2% | +$542 | ﹤0.01% | 526 |
|
2024
Q1 | $254K | Buy |
+413
| New | +$254K | ﹤0.01% | 509 |
|