Badgley Phelps Wealth Managers’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $375K | Hold |
2,460
| – | – | 0.01% | 235 |
|
|
2025
Q1 | $361K | Sell |
2,460
-150
| -6% | -$22K | 0.01% | 240 |
|
|
2024
Q4 | $337K | Sell |
2,610
-190
| -7% | -$24.5K | 0.01% | 244 |
|
|
2024
Q3 | $383K | Sell |
2,800
-183
| -6% | -$25K | 0.01% | 228 |
|
|
2024
Q2 | $305K | Sell |
2,983
-644
| -18% | -$65.8K | 0.01% | 221 |
|
|
2024
Q1 | $322K | Sell |
3,627
-504
| -12% | -$44.7K | 0.01% | 212 |
|
|
2023
Q4 | $378K | Hold |
4,131
| – | – | 0.01% | 201 |
|
|
2023
Q3 | $323K | Sell |
4,131
-2,137
| -34% | -$167K | 0.01% | 191 |
|
|
2023
Q2 | $525K | Sell |
6,268
-227
| -3% | -$19K | 0.02% | 180 |
|
|
2023
Q1 | $571K | Sell |
6,495
-134
| -2% | -$11.8K | 0.02% | 150 |
|
|
2022
Q4 | $665K | Buy |
6,629
+96
| +1% | +$9.63K | 0.03% | 139 |
|
|
2022
Q3 | $604K | Sell |
6,533
-1,040
| -14% | -$96.2K | 0.03% | 132 |
|
|
2022
Q2 | $819K | Buy |
7,573
+1,524
| +25% | +$165K | 0.03% | 128 |
|
|
2022
Q1 | $753K | Buy |
6,049
+43
| +0.7% | +$5.35K | 0.03% | 141 |
|
|
2021
Q4 | $892K | Sell |
6,006
-1,227
| -17% | -$182K | 0.03% | 136 |
|
|
2021
Q3 | $1.06M | Buy |
+7,233
| New | +$1.06M | 0.04% | 133 |
|