Mount Yale Investment 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 | $463K | Buy |
+843
| New | +$463K | 0.04% | 358 |
|
|
2024
Q4 | – | Sell |
-710
| Closed | -$382K | – | 579 |
|
|
2024
Q3 | $382K | Sell |
710
-64
| -8% | -$34.5K | 0.04% | 380 |
|
|
2024
Q2 | $419K | Sell |
774
-784
| -50% | -$425K | 0.03% | 375 |
|
|
2024
Q1 | $957K | Sell |
1,558
-462
| -23% | -$284K | 0.07% | 229 |
|
|
2023
Q4 | $1.01M | Buy |
2,020
+413
| +26% | +$206K | 0.1% | 202 |
|
|
2023
Q3 | $660K | Sell |
1,607
-614
| -28% | -$252K | 0.07% | 259 |
|
|
2023
Q2 | $1.03M | Buy |
2,221
+143
| +7% | +$66K | 0.11% | 186 |
|
|
2023
Q1 | $738K | Buy |
+2,078
| New | +$738K | 0.08% | 242 |
|