Abacus Wealth Partners’s 3M MMM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-2,019
| Closed | -$261K | – | 97 |
|
2024
Q4 | $261K | Sell |
2,019
-15
| -0.7% | -$1.94K | 0.04% | 70 |
|
2024
Q3 | $278K | Sell |
2,034
-46
| -2% | -$6.29K | 0.04% | 73 |
|
2024
Q2 | $213K | Sell |
2,080
-841
| -29% | -$85.9K | 0.04% | 79 |
|
2024
Q1 | $259K | Buy |
2,921
+213
| +8% | +$18.9K | 0.04% | 75 |
|
2023
Q4 | $248K | Buy |
+2,708
| New | +$248K | 0.04% | 67 |
|
2023
Q2 | – | Sell |
-2,410
| Closed | -$208K | – | 90 |
|
2023
Q1 | $208K | Buy |
+2,410
| New | +$208K | 0.07% | 85 |
|
2021
Q3 | – | Sell |
-1,215
| Closed | -$202K | – | 121 |
|
2021
Q2 | $202K | Sell |
1,215
-78
| -6% | -$13K | 0.08% | 112 |
|
2021
Q1 | $208K | Buy |
+1,293
| New | +$208K | 0.15% | 107 |
|