AllSquare Wealth Management’s 3M MMM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $30.4K | Hold |
200
| – | – | 0.02% | 270 |
|
2025
Q1 | $29.4K | Hold |
200
| – | – | 0.02% | 268 |
|
2024
Q4 | $25.8K | Hold |
200
| – | – | 0.01% | 278 |
|
2024
Q3 | $27.3K | Hold |
200
| – | – | 0.02% | 273 |
|
2024
Q2 | $20.4K | Sell |
200
-39
| -16% | -$3.99K | 0.01% | 300 |
|
2024
Q1 | $21.2K | Hold |
239
| – | – | 0.01% | 292 |
|
2023
Q4 | $21.9K | Hold |
239
| – | – | 0.01% | 285 |
|
2023
Q3 | $18.7K | Hold |
239
| – | – | 0.01% | 300 |
|
2023
Q2 | $19.2K | Buy |
239
+119
| +99% | +$9.57K | 0.01% | 304 |
|
2023
Q1 | $10.5K | Hold |
120
| – | – | 0.01% | 368 |
|
2022
Q4 | $12K | Hold |
120
| – | – | 0.01% | 346 |
|
2022
Q3 | $11K | Hold |
120
| – | – | 0.01% | 347 |
|
2022
Q2 | $13K | Hold |
120
| – | – | 0.01% | 341 |
|
2022
Q1 | $15K | Hold |
120
| – | – | 0.01% | 344 |
|
2021
Q4 | $18K | Hold |
120
| – | – | 0.01% | 335 |
|
2021
Q3 | $18K | Hold |
120
| – | – | 0.01% | 316 |
|
2021
Q2 | $20K | Hold |
120
| – | – | 0.01% | 317 |
|
2021
Q1 | $19K | Hold |
120
| – | – | 0.01% | 311 |
|
2020
Q4 | $17K | Hold |
120
| – | – | 0.01% | 297 |
|
2020
Q3 | $16K | Hold |
120
| – | – | 0.01% | 282 |
|
2020
Q2 | $16K | Hold |
120
| – | – | 0.01% | 278 |
|
2020
Q1 | $14K | Hold |
120
| – | – | 0.01% | 269 |
|
2019
Q4 | $18K | Sell |
120
-88
| -42% | -$13.2K | 0.01% | 269 |
|
2019
Q3 | $29K | Hold |
208
| – | – | 0.02% | 236 |
|
2019
Q2 | $30K | Sell |
208
-120
| -37% | -$17.3K | 0.02% | 238 |
|
2019
Q1 | $57K | Hold |
328
| – | – | 0.04% | 172 |
|
2018
Q4 | $52K | Hold |
328
| – | – | 0.04% | 161 |
|
2018
Q3 | $58K | Hold |
328
| – | – | 0.04% | 167 |
|
2018
Q2 | $54K | Buy |
328
+89
| +37% | +$14.7K | 0.04% | 169 |
|
2018
Q1 | $44K | Hold |
239
| – | – | 0.03% | 156 |
|
2017
Q4 | $47K | Hold |
239
| – | – | 0.04% | 150 |
|
2017
Q3 | $42K | Buy |
+239
| New | +$42K | 0.03% | 154 |
|
2017
Q2 | – | Sell |
-239
| Closed | -$38K | – | 311 |
|
2017
Q1 | $38K | Sell |
239
-233
| -49% | -$37K | 0.03% | 153 |
|
2016
Q4 | $71K | Hold |
472
| – | – | 0.07% | 112 |
|
2016
Q3 | $70K | Hold |
472
| – | – | 0.07% | 101 |
|
2016
Q2 | $69K | Hold |
472
| – | – | 0.07% | 97 |
|
2016
Q1 | $66K | Hold |
472
| – | – | 0.07% | 97 |
|
2015
Q4 | $60K | Hold |
472
| – | – | 0.06% | 106 |
|
2015
Q3 | $56K | Buy |
472
+233
| +97% | +$27.6K | 0.06% | 107 |
|
2015
Q2 | $31K | Hold |
239
| – | – | 0.03% | 145 |
|
2015
Q1 | $33K | Hold |
239
| – | – | 0.03% | 145 |
|
2014
Q4 | $33K | Buy |
+239
| New | +$33K | 0.03% | 147 |
|