Angeles 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 | $533K | Sell |
3,501
-42
| -1% | -$6.39K | 0.04% | 179 |
|
2025
Q1 | $520K | Buy |
3,543
+763
| +27% | +$112K | 0.04% | 135 |
|
2024
Q4 | $359K | Buy |
2,780
+899
| +48% | +$116K | 0.03% | 177 |
|
2024
Q3 | $257K | Buy |
+1,881
| New | +$257K | 0.02% | 225 |
|
2023
Q1 | – | Sell |
-2,329
| Closed | -$233K | – | 219 |
|
2022
Q4 | $233K | Buy |
2,329
+165
| +8% | +$16.5K | 0.04% | 154 |
|
2022
Q3 | $200K | Buy |
2,164
+26
| +1% | +$2.4K | 0.04% | 165 |
|
2022
Q2 | $231K | Buy |
2,138
+59
| +3% | +$6.38K | 0.05% | 151 |
|
2022
Q1 | $259K | Buy |
+2,079
| New | +$259K | 0.05% | 145 |
|