RSWM
Robertson Stephens Wealth Management’s Martin Marietta Materials MLM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $328K | Sell |
597
-120
| -17% | -$65.9K | 0.01% | 434 |
|
|
2025
Q1 | $343K | Sell |
717
-472
| -40% | -$226K | 0.01% | 422 |
|
|
2024
Q4 | $614K | Buy |
1,189
+268
| +29% | +$138K | 0.02% | 329 |
|
|
2024
Q3 | $496K | Buy |
921
+282
| +44% | +$152K | 0.02% | 414 |
|
|
2024
Q2 | $346K | Buy |
639
+84
| +15% | +$45.5K | 0.02% | 388 |
|
|
2024
Q1 | $341K | Hold |
555
| – | – | 0.02% | 403 |
|
|
2023
Q4 | $277K | Buy |
555
+9
| +2% | +$4.49K | 0.02% | 390 |
|
|
2023
Q3 | $224K | Hold |
546
| – | – | 0.02% | 413 |
|
|
2023
Q2 | $252K | Buy |
+546
| New | +$252K | 0.02% | 374 |
|
|
2022
Q2 | – | Sell |
-606
| Closed | -$233K | – | 404 |
|
|
2022
Q1 | $233K | Sell |
606
-14
| -2% | -$5.38K | 0.02% | 355 |
|
|
2021
Q4 | $273K | Buy |
+620
| New | +$273K | 0.02% | 330 |
|