Summit Place Financial 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 | $3.42M | Buy |
6,235
+146
| +2% | +$80.2K | 1.72% | 23 |
|
|
2025
Q1 | $2.91M | Buy |
6,089
+227
| +4% | +$109K | 1.64% | 28 |
|
|
2024
Q4 | $3.03M | Buy |
5,862
+23
| +0.4% | +$11.9K | 1.72% | 23 |
|
|
2024
Q3 | $3.14M | Buy |
5,839
+106
| +2% | +$57.1K | 1.75% | 23 |
|
|
2024
Q2 | $3.11M | Sell |
5,733
-219
| -4% | -$119K | 1.84% | 19 |
|
|
2024
Q1 | $3.65M | Sell |
5,952
-130
| -2% | -$79.8K | 2.14% | 10 |
|
|
2023
Q4 | $3.03M | Buy |
6,082
+309
| +5% | +$154K | 1.98% | 15 |
|
|
2023
Q3 | $2.37M | Sell |
5,773
-180
| -3% | -$73.9K | 1.69% | 22 |
|
|
2023
Q2 | $2.75M | Buy |
5,953
+938
| +19% | +$433K | 1.78% | 15 |
|
|
2023
Q1 | $1.78M | Buy |
+5,015
| New | +$1.78M | 1.26% | 40 |
|
|
2022
Q4 | – | Sell |
-985
| Closed | -$317K | – | 90 |
|
|
2022
Q3 | $317K | Sell |
985
-4,475
| -82% | -$1.44M | 0.29% | 72 |
|
|
2022
Q2 | $1.63M | Sell |
5,460
-80
| -1% | -$23.9K | 1.37% | 27 |
|
|
2022
Q1 | $2.13M | Sell |
5,540
-858
| -13% | -$330K | 1.43% | 24 |
|
|
2021
Q4 | $2.82M | Buy |
6,398
+118
| +2% | +$52K | 1.95% | 8 |
|
|
2021
Q3 | $2.15M | Buy |
6,280
+317
| +5% | +$108K | 1.56% | 29 |
|
|
2021
Q2 | $2.1M | Buy |
5,963
+1,178
| +25% | +$414K | 1.54% | 31 |
|
|
2021
Q1 | $1.61M | Buy |
+4,785
| New | +$1.61M | 1.29% | 36 |
|