Aevitas 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
Q4 | $263K | Buy |
2,623
+13
| +0.5% | +$1.3K | 0.16% | 103 |
|
|
2022
Q3 | $241K | Sell |
2,610
-63
| -2% | -$5.82K | 0.18% | 100 |
|
|
2022
Q2 | $289K | Sell |
2,673
-373
| -12% | -$40.3K | 0.2% | 96 |
|
|
2022
Q1 | $379K | Sell |
3,046
-3,985
| -57% | -$496K | 0.23% | 87 |
|
|
2021
Q4 | $1.04M | Sell |
7,031
-336
| -5% | -$49.9K | 0.62% | 44 |
|
|
2021
Q3 | $1.08M | Buy |
7,367
+21
| +0.3% | +$3.08K | 0.69% | 38 |
|
|
2021
Q2 | $1.22M | Buy |
7,346
+321
| +5% | +$53.3K | 0.78% | 35 |
|
|
2021
Q1 | $1.13M | Buy |
7,025
+58
| +0.8% | +$9.35K | 0.79% | 39 |
|
|
2020
Q4 | $1.02M | Sell |
6,967
-525
| -7% | -$76.7K | 0.75% | 39 |
|
|
2020
Q3 | $1M | Buy |
7,492
+21
| +0.3% | +$2.81K | 0.83% | 34 |
|
|
2020
Q2 | $974K | Sell |
7,471
-9
| -0.1% | -$1.17K | 0.9% | 29 |
|
|
2020
Q1 | $854K | Sell |
7,480
-98
| -1% | -$11.2K | 0.96% | 30 |
|
|
2019
Q4 | $1.12M | Buy |
7,578
+3,069
| +68% | +$453K | 1.05% | 29 |
|
|
2019
Q3 | $620K | Buy |
4,509
+8
| +0.2% | +$1.1K | 0.62% | 50 |
|
|
2019
Q2 | $652K | Sell |
4,501
-51
| -1% | -$7.39K | 0.66% | 46 |
|
|
2019
Q1 | $791K | Buy |
4,552
+6
| +0.1% | +$1.04K | 0.7% | 43 |
|
|
2018
Q4 | $724K | Buy |
4,546
+124
| +3% | +$19.7K | 0.74% | 40 |
|
|
2018
Q3 | $779K | Buy |
4,422
+243
| +6% | +$42.8K | 0.71% | 40 |
|
|
2018
Q2 | $687K | Buy |
4,179
+1,166
| +39% | +$192K | 0.67% | 44 |
|
|
2018
Q1 | $553K | Sell |
3,013
-103
| -3% | -$18.9K | 0.55% | 54 |
|
|
2017
Q4 | $613K | Buy |
+3,116
| New | +$613K | 0.58% | 53 |
|