SWMP
Signature Wealth Management Partners’s Martin Marietta Materials MLM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $766K | Hold |
1,396
| – | – | 0.44% | 44 |
|
|
2025
Q1 | $667K | Hold |
1,396
| – | – | 0.44% | 43 |
|
|
2024
Q4 | $721K | Hold |
1,396
| – | – | 0.5% | 41 |
|
|
2024
Q3 | $751K | Hold |
1,396
| – | – | 0.54% | 41 |
|
|
2024
Q2 | $756K | Hold |
1,396
| – | – | 0.57% | 36 |
|
|
2024
Q1 | $857K | Sell |
1,396
-172
| -11% | -$106K | 0.7% | 31 |
|
|
2023
Q4 | $782K | Sell |
1,568
-28
| -2% | -$14K | 0.68% | 33 |
|
|
2023
Q3 | $655K | Sell |
1,596
-195
| -11% | -$80K | 0.64% | 38 |
|
|
2023
Q2 | $827K | Sell |
1,791
-174
| -9% | -$80.3K | 0.77% | 31 |
|
|
2023
Q1 | $698K | Sell |
1,965
-31
| -2% | -$11K | 0.65% | 42 |
|
|
2022
Q4 | $675K | Hold |
1,996
| – | – | 0.66% | 42 |
|
|
2022
Q3 | $643K | Hold |
1,996
| – | – | 0.71% | 39 |
|
|
2022
Q2 | $597K | Hold |
1,996
| – | – | 0.61% | 45 |
|
|
2022
Q1 | $768K | Sell |
1,996
-214
| -10% | -$82.3K | 0.65% | 42 |
|
|
2021
Q4 | $974K | Sell |
2,210
-50
| -2% | -$22K | 0.83% | 31 |
|
|
2021
Q3 | $772K | Hold |
2,260
| – | – | 0.7% | 35 |
|
|
2021
Q2 | $795K | Sell |
2,260
-120
| -5% | -$42.2K | 0.72% | 35 |
|
|
2021
Q1 | $799K | Hold |
2,380
| – | – | 0.77% | 36 |
|
|
2020
Q4 | $676K | Buy |
+2,380
| New | +$676K | 0.68% | 37 |
|