180 Wealth Advisors’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $959K | Sell |
6,296
-289
| -4% | -$44K | 0.13% | 150 |
|
|
2025
Q1 | $967K | Buy |
6,585
+47
| +0.7% | +$6.9K | 0.15% | 143 |
|
|
2024
Q4 | $844K | Buy |
6,538
+292
| +5% | +$37.7K | 0.13% | 148 |
|
|
2024
Q3 | $854K | Buy |
6,246
+3,579
| +134% | +$489K | 0.13% | 157 |
|
|
2024
Q2 | $275K | Sell |
2,667
-798
| -23% | -$82.4K | 0.04% | 338 |
|
|
2024
Q1 | $264K | Buy |
3,465
+195
| +6% | +$14.8K | 0.05% | 322 |
|
|
2023
Q4 | $301K | Buy |
3,270
+200
| +7% | +$18.4K | 0.06% | 275 |
|
|
2023
Q3 | $240K | Buy |
3,070
+93
| +3% | +$7.28K | 0.05% | 297 |
|
|
2023
Q2 | $252K | Buy |
2,977
+156
| +6% | +$13.2K | 0.06% | 286 |
|
|
2023
Q1 | $248K | Buy |
2,821
+451
| +19% | +$39.6K | 0.06% | 296 |
|
|
2022
Q4 | $225K | Buy |
2,370
+17
| +0.7% | +$1.61K | 0.05% | 316 |
|
|
2022
Q3 | $217K | Buy |
+2,353
| New | +$217K | 0.06% | 306 |
|
|
2022
Q2 | – | Sell |
-1,677
| Closed | -$210K | – | 390 |
|
|
2022
Q1 | $210K | Buy |
1,677
+18
| +1% | +$2.25K | 0.05% | 342 |
|
|
2021
Q4 | $239K | Buy |
1,659
+40
| +2% | +$5.76K | 0.05% | 314 |
|
|
2021
Q3 | $246K | Sell |
1,619
-479
| -23% | -$72.8K | 0.05% | 321 |
|
|
2021
Q2 | $349K | Sell |
2,098
-46
| -2% | -$7.65K | 0.08% | 240 |
|
|
2021
Q1 | $362K | Buy |
2,144
+525
| +32% | +$88.6K | 0.09% | 213 |
|
|
2020
Q4 | $229K | Buy |
1,619
+69
| +4% | +$9.76K | 0.07% | 279 |
|
|
2020
Q3 | $222K | Hold |
1,550
| – | – | 0.08% | 236 |
|
|
2020
Q2 | $207K | Buy |
+1,550
| New | +$207K | 0.08% | 242 |
|
|
2020
Q1 | – | Sell |
-1,691
| Closed | -$254K | – | 246 |
|
|
2019
Q4 | $254K | Hold |
1,691
| – | – | 0.1% | 220 |
|
|
2019
Q3 | $224K | Sell |
1,691
-279
| -14% | -$37K | 0.1% | 223 |
|
|
2019
Q2 | $286K | Sell |
1,970
-18
| -0.9% | -$2.61K | 0.13% | 188 |
|
|
2019
Q1 | $298K | Buy |
1,988
+245
| +14% | +$36.7K | 0.14% | 190 |
|
|
2018
Q4 | $307K | Hold |
1,743
| – | – | 0.14% | 177 |
|
|
2018
Q3 | $307K | Sell |
1,743
-417
| -19% | -$73.4K | 0.14% | 178 |
|
|
2018
Q2 | $355K | Sell |
2,160
-1,057
| -33% | -$174K | 0.18% | 155 |
|
|
2018
Q1 | $593K | Sell |
3,217
-5,089
| -61% | -$938K | 0.31% | 100 |
|
|
2017
Q4 | $1.64M | Buy |
+8,306
| New | +$1.64M | 0.83% | 28 |
|