Altium 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
Q2 | $2.18M | Buy |
20,136
+3,070
| +18% | +$332K | 0.16% | 79 |
|
|
2022
Q1 | $2.12M | Buy |
17,066
+879
| +5% | +$109K | 0.14% | 85 |
|
|
2021
Q4 | $2.4M | Buy |
16,187
+522
| +3% | +$77.5K | 0.15% | 77 |
|
|
2021
Q3 | $2.3M | Sell |
15,665
-47
| -0.3% | -$6.9K | 0.16% | 72 |
|
|
2021
Q2 | $2.61M | Buy |
15,712
+834
| +6% | +$138K | 0.19% | 60 |
|
|
2021
Q1 | $2.4M | Buy |
14,878
+1,862
| +14% | +$300K | 0.19% | 61 |
|
|
2020
Q4 | $1.9M | Buy |
13,016
+248
| +2% | +$36.2K | 0.17% | 69 |
|
|
2020
Q3 | $1.71M | Buy |
12,768
+131
| +1% | +$17.5K | 0.18% | 70 |
|
|
2020
Q2 | $1.65M | Buy |
12,637
+590
| +5% | +$76.9K | 0.19% | 63 |
|
|
2020
Q1 | $1.38M | Buy |
12,047
+3,406
| +39% | +$389K | 0.19% | 66 |
|
|
2019
Q4 | $1.28M | Buy |
8,641
+210
| +2% | +$31K | 0.15% | 77 |
|
|
2019
Q3 | $1.16M | Sell |
8,431
-242
| -3% | -$33.3K | 0.16% | 77 |
|
|
2019
Q2 | $1.26M | Sell |
8,673
-1,262
| -13% | -$183K | 0.18% | 70 |
|
|
2019
Q1 | $1.73M | Buy |
9,935
+208
| +2% | +$36.1K | 0.28% | 55 |
|
|
2018
Q4 | $1.55M | Buy |
9,727
+336
| +4% | +$53.5K | 0.3% | 51 |
|
|
2018
Q3 | $1.65M | Buy |
9,391
+2,457
| +35% | +$433K | 0.32% | 49 |
|
|
2018
Q2 | $1.14M | Buy |
6,934
+2,962
| +75% | +$487K | 0.3% | 59 |
|
|
2018
Q1 | $730K | Buy |
3,972
+421
| +12% | +$77.4K | 0.29% | 57 |
|
|
2017
Q4 | $699K | Buy |
+3,551
| New | +$699K | 0.32% | 59 |
|