Baker Tilly Wealth Management’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-9,000
| Closed | -$798K | – | 362 |
|
|
2024
Q1 | $798K | Buy |
9,000
+342
| +4% | +$30.3K | 0.14% | 159 |
|
|
2023
Q4 | $791K | Sell |
8,658
-1,201
| -12% | -$110K | 0.13% | 175 |
|
|
2023
Q3 | $772K | Buy |
9,859
+3,689
| +60% | +$289K | 0.13% | 163 |
|
|
2023
Q2 | $516K | Sell |
6,170
-1,178
| -16% | -$98.6K | 0.05% | 330 |
|
|
2023
Q1 | $646K | Buy |
7,348
+1,911
| +35% | +$168K | 0.07% | 276 |
|
|
2022
Q4 | $545K | Sell |
5,437
-1,427
| -21% | -$143K | 0.07% | 298 |
|
|
2022
Q3 | $634K | Buy |
6,864
+194
| +3% | +$17.9K | 0.09% | 244 |
|
|
2022
Q2 | $722K | Sell |
6,670
-212
| -3% | -$22.9K | 0.09% | 229 |
|
|
2022
Q1 | $857K | Sell |
6,882
-52
| -0.7% | -$6.48K | 0.09% | 222 |
|
|
2021
Q4 | $1.03M | Buy |
6,934
+287
| +4% | +$42.6K | 0.11% | 191 |
|
|
2021
Q3 | $975K | Buy |
6,647
+586
| +10% | +$86K | 0.13% | 170 |
|
|
2021
Q2 | $1.01M | Buy |
6,061
+289
| +5% | +$48K | 0.16% | 141 |
|
|
2021
Q1 | $930K | Buy |
5,772
+1,331
| +30% | +$214K | 0.19% | 128 |
|
|
2020
Q4 | $649K | Buy |
+4,441
| New | +$649K | 0.2% | 120 |
|