Plante Moran Financial Advisors’s Martin Marietta Materials MLM Stock Holding History

Plante Moran Financial Advisors’s Portfolio MLM Stock Details MLM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-37	Closed	-$20.3K	–	837
2025 Q2	$20.3K	Buy	37 +35	+1,750%	+$18.5K	﹤0.01%	470
2025 Q1	$956	Buy	+2	New	+$1.02K	﹤0.01%	727
2024 Q1	–	Sell	-6	Closed	-$2.99K	–	913
2023 Q4	$2.99K	Buy	+6	New	+$2.71K	﹤0.01%	689
2023 Q2	–	Hold	0	–	–	–	868
2023 Q1	–	Sell	-83	Closed	-$29.1K	–	890
2022 Q4	$28.1K	Buy	+83	New	+$28.3K	﹤0.01%	398
2022 Q3	–	Sell	-5	Closed	-$1K	–	1002
2022 Q2	$1K	Buy	+5	New	+$1.71K	﹤0.01%	925
2022 Q1	–	Sell	-6	Closed	-$3K	–	938
2021 Q4	$3K	Sell	6 -856	-99%	-$347K	﹤0.01%	888
2021 Q3	$295K	Hold	862	–	–	0.07%	141
2021 Q2	$303K	Sell	862 -9	-1%	-$3.21K	0.07%	130
2021 Q1	$292K	Hold	871	–	–	0.08%	131
2020 Q4	$247K	Hold	871	–	–	0.08%	142
2020 Q3	$205K	Sell	871 -862	-50%	-$186K	0.07%	144
2020 Q2	$358K	Hold	1,733	–	–	0.14%	87
2020 Q1	$328K	Hold	1,733	–	–	0.15%	87
2019 Q4	$485K	Sell	1,733 -40	-2%	-$10.7K	0.17%	84
2019 Q3	$486K	Hold	1,773	–	–	0.14%	89
2019 Q2	$408K	Sell	1,773 -6	-0.3%	-$1.3K	0.13%	98
2019 Q1	$358K	Hold	1,779	–	–	0.11%	102
2018 Q4	$306K	Sell	1,779 -3	-0.2%	-$533	0.11%	107
2018 Q3	$324K	Buy	1,782 +17	+1%	+$3.51K	0.11%	107
2018 Q2	$394K	Buy	1,765 +32	+2%	+$6.83K	0.2%	90
2018 Q1	$359K	Buy	1,733 +9	+0.5%	+$1.95K	0.2%	95
2017 Q4	$381K	Sell	1,724 -246	-12%	-$51.5K	0.21%	84
2017 Q3	$406K	Hold	1,970	–	–	0.24%	78
2017 Q2	$438K	Sell	1,970 -264	-12%	-$59.7K	0.27%	74
2017 Q1	$488K	Sell	2,234 -14	-0.6%	-$3.09K	0.3%	74
2016 Q4	$498K	Sell	2,248 -216	-9%	-$44.4K	0.31%	66
2016 Q3	$441K	Hold	2,464	–	–	0.3%	72
2016 Q2	$473K	Hold	2,464	–	–	0.34%	61
2016 Q1	$393K	Buy	2,464 +14	+0.6%	+$1.92K	0.3%	71
2015 Q4	$335K	Sell	2,450 -19	-0.8%	-$2.88K	0.25%	76
2015 Q3	$375K	Buy	2,469 +19	+0.8%	+$3.08K	0.3%	69
2015 Q2	$347K	Hold	2,450	–	–	0.25%	78
2015 Q1	$343K	Hold	2,450	–	–	0.24%	79
2014 Q4	$270K	Buy	+2,450	New	+$290K	0.2%	85