9258 Wealth Management’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $278K | Sell |
2,035
-454
| -18% | -$62.1K | 0.04% | 282 |
|
|
2024
Q2 | $254K | Sell |
2,489
-1,763
| -41% | -$180K | 0.04% | 284 |
|
|
2024
Q1 | $377K | Sell |
4,252
-32
| -0.7% | -$2.84K | 0.06% | 235 |
|
|
2023
Q4 | $392K | Sell |
4,284
-280
| -6% | -$25.6K | 0.07% | 218 |
|
|
2023
Q3 | $357K | Buy |
4,564
+201
| +5% | +$15.7K | 0.07% | 221 |
|
|
2023
Q2 | $365K | Sell |
4,363
-377
| -8% | -$31.6K | 0.07% | 229 |
|
|
2023
Q1 | $417K | Buy |
4,740
+1,035
| +28% | +$91K | 0.08% | 203 |
|
|
2022
Q4 | $372K | Sell |
3,705
-498
| -12% | -$49.9K | 0.08% | 213 |
|
|
2022
Q3 | $388K | Sell |
4,203
-715
| -15% | -$66K | 0.1% | 193 |
|
|
2022
Q2 | $532K | Buy |
4,918
+569
| +13% | +$61.6K | 0.14% | 164 |
|
|
2022
Q1 | $541K | Buy |
4,349
+1,373
| +46% | +$171K | 0.13% | 181 |
|
|
2021
Q4 | $442K | Sell |
2,976
-357
| -11% | -$53K | 0.1% | 213 |
|
|
2021
Q3 | $489K | Buy |
3,333
+270
| +9% | +$39.6K | 0.13% | 173 |
|
|
2021
Q2 | $509K | Buy |
3,063
+98
| +3% | +$16.3K | 0.14% | 165 |
|
|
2021
Q1 | $478K | Buy |
2,965
+74
| +3% | +$11.9K | 0.14% | 159 |
|
|
2020
Q4 | $422K | Buy |
2,891
+4
| +0.1% | +$584 | 0.14% | 169 |
|
|
2020
Q3 | $386K | Buy |
2,887
+191
| +7% | +$25.5K | 0.15% | 163 |
|
|
2020
Q2 | $352K | Buy |
2,696
+232
| +9% | +$30.3K | 0.14% | 177 |
|
|
2020
Q1 | $317K | Buy |
2,464
+442
| +22% | +$56.9K | 0.14% | 179 |
|
|
2019
Q4 | $298K | Buy |
+2,022
| New | +$298K | 0.11% | 212 |
|