SWA
SFMG Wealth Advisors’s Martin Marietta Materials MLM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $569K | Buy |
1,037
+13
| +1% | +$7.14K | 0.04% | 140 |
|
|
2025
Q1 | $490K | Hold |
1,024
| – | – | 0.04% | 152 |
|
|
2024
Q4 | $529K | Hold |
1,024
| – | – | 0.04% | 142 |
|
|
2024
Q3 | $551K | Hold |
1,024
| – | – | 0.04% | 133 |
|
|
2024
Q2 | $555K | Hold |
1,024
| – | – | 0.05% | 127 |
|
|
2024
Q1 | $629K | Buy |
1,024
+2
| +0.2% | +$1.23K | 0.05% | 119 |
|
|
2023
Q4 | $510K | Sell |
1,022
-1
| -0.1% | -$499 | 0.05% | 137 |
|
|
2023
Q3 | $420K | Buy |
1,023
+1
| +0.1% | +$410 | 0.04% | 147 |
|
|
2023
Q2 | $472K | Sell |
1,022
-8
| -0.8% | -$3.69K | 0.05% | 133 |
|
|
2023
Q1 | $366K | Buy |
1,030
+36
| +4% | +$12.8K | 0.04% | 159 |
|
|
2022
Q4 | $336K | Hold |
994
| – | – | 0.04% | 170 |
|
|
2022
Q3 | $310K | Sell |
994
-28
| -3% | -$8.73K | 0.04% | 168 |
|
|
2022
Q2 | $306K | Buy |
1,022
+28
| +3% | +$8.38K | 0.04% | 177 |
|
|
2022
Q1 | $383K | Sell |
994
-51
| -5% | -$19.7K | 0.04% | 171 |
|
|
2021
Q4 | $460K | Sell |
1,045
-35
| -3% | -$15.4K | 0.04% | 159 |
|
|
2021
Q3 | $369K | Sell |
1,080
-30
| -3% | -$10.3K | 0.04% | 174 |
|
|
2021
Q2 | $391K | Hold |
1,110
| – | – | 0.04% | 173 |
|
|
2021
Q1 | $373K | Sell |
1,110
-56
| -5% | -$18.8K | 0.04% | 169 |
|
|
2020
Q4 | $331K | Sell |
1,166
-27
| -2% | -$7.67K | 0.04% | 160 |
|
|
2020
Q3 | $281K | Sell |
1,193
-69
| -5% | -$16.3K | 0.04% | 141 |
|
|
2020
Q2 | $261K | Hold |
1,262
| – | – | 0.04% | 136 |
|
|
2020
Q1 | $239K | Sell |
1,262
-884
| -41% | -$167K | 0.04% | 113 |
|
|
2019
Q4 | $600K | Sell |
2,146
-6
| -0.3% | -$1.68K | 0.07% | 95 |
|
|
2019
Q3 | $590K | Sell |
2,152
-50
| -2% | -$13.7K | 0.08% | 80 |
|
|
2019
Q2 | $493K | Sell |
2,202
-93
| -4% | -$20.8K | 0.07% | 92 |
|
|
2019
Q1 | $462K | Hold |
2,295
| – | – | 0.07% | 87 |
|
|
2018
Q4 | $394K | Sell |
2,295
-82
| -3% | -$14.1K | 0.06% | 90 |
|
|
2018
Q3 | $422K | Sell |
2,377
-8
| -0.3% | -$1.42K | 0.06% | 81 |
|
|
2018
Q2 | $533K | Hold |
2,385
| – | – | 0.09% | 68 |
|
|
2018
Q1 | $494K | Sell |
2,385
-17
| -0.7% | -$3.52K | 0.08% | 71 |
|
|
2017
Q4 | $531K | Sell |
2,402
-7
| -0.3% | -$1.55K | 0.09% | 69 |
|
|
2017
Q3 | $497K | Sell |
2,409
-10
| -0.4% | -$2.06K | 0.1% | 67 |
|
|
2017
Q2 | $538K | Buy |
2,419
+1,109
| +85% | +$247K | 0.11% | 59 |
|
|
2017
Q1 | $286K | Sell |
1,310
-316
| -19% | -$69K | 0.06% | 91 |
|
|
2016
Q4 | $360K | Sell |
1,626
-278
| -15% | -$61.6K | 0.08% | 73 |
|
|
2016
Q3 | $341K | Sell |
1,904
-3,455
| -64% | -$619K | 0.07% | 76 |
|
|
2016
Q2 | $1.03M | Sell |
5,359
-12,000
| -69% | -$2.3M | 0.23% | 46 |
|
|
2016
Q1 | $2.77M | Sell |
17,359
-9
| -0.1% | -$1.44K | 0.61% | 20 |
|
|
2015
Q4 | $2.37M | Sell |
17,368
-7
| -0% | -$956 | 0.54% | 20 |
|
|
2015
Q3 | $2.64M | Sell |
17,375
-60
| -0.3% | -$9.12K | 0.64% | 19 |
|
|
2015
Q2 | $2.47M | Sell |
17,435
-15,055
| -46% | -$2.13M | 0.55% | 19 |
|
|
2015
Q1 | $4.54M | Buy |
32,490
+15,985
| +97% | +$2.23M | 0.37% | 25 |
|
|
2014
Q4 | $1.82M | Sell |
16,505
-9
| -0.1% | -$993 | 0.41% | 29 |
|
|
2014
Q3 | $2.13M | Buy |
+16,514
| New | +$2.13M | 0.67% | 19 |
|