Adams Chetwood Wealth Management’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $268K | Sell |
2,150
-2,999
| -58% | -$374K | 0.15% | 73 |
|
|
2021
Q4 | $765K | Sell |
5,149
-5
| -0.1% | -$743 | 0.52% | 40 |
|
|
2021
Q3 | $756K | Sell |
5,154
-238
| -4% | -$34.9K | 0.55% | 40 |
|
|
2021
Q2 | $895K | Sell |
5,392
-499
| -8% | -$82.8K | 0.63% | 33 |
|
|
2021
Q1 | $949K | Buy |
5,891
+290
| +5% | +$46.7K | 0.72% | 33 |
|
|
2020
Q4 | $818K | Buy |
5,601
+14
| +0.3% | +$2.05K | 0.68% | 32 |
|
|
2020
Q3 | $748K | Buy |
5,587
+575
| +11% | +$77K | 0.72% | 31 |
|
|
2020
Q2 | $654K | Buy |
5,012
+7
| +0.1% | +$913 | 0.67% | 33 |
|
|
2020
Q1 | $622K | Buy |
5,005
+2,960
| +145% | +$368K | 0.73% | 33 |
|
|
2019
Q4 | $302K | Buy |
+2,045
| New | +$302K | 0.31% | 58 |
|