Baldwin Wealth Partners’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $281K | Sell |
1,848
-4,500
| -71% | -$685K | 0.02% | 189 |
|
|
2025
Q1 | $932K | Hold |
6,348
| – | – | 0.07% | 101 |
|
|
2024
Q4 | $819K | Buy |
6,348
+180
| +3% | +$23.2K | 0.06% | 114 |
|
|
2024
Q3 | $843K | Buy |
6,168
+56
| +0.9% | +$7.66K | 0.06% | 134 |
|
|
2024
Q2 | $625K | Sell |
6,112
-1,246
| -17% | -$127K | 0.05% | 122 |
|
|
2024
Q1 | $653K | Sell |
7,358
-914
| -11% | -$81.1K | 0.05% | 128 |
|
|
2023
Q4 | $756K | Sell |
8,272
-376
| -4% | -$34.4K | 0.06% | 116 |
|
|
2023
Q3 | $677K | Sell |
8,648
-210
| -2% | -$16.4K | 0.06% | 125 |
|
|
2023
Q2 | $741K | Sell |
8,858
-340
| -4% | -$28.5K | 0.06% | 127 |
|
|
2023
Q1 | $808K | Hold |
9,198
| – | – | 0.07% | 121 |
|
|
2022
Q4 | $922K | Buy |
9,198
+486
| +6% | +$48.7K | 0.08% | 117 |
|
|
2022
Q3 | $805K | Hold |
8,712
| – | – | 0.11% | 78 |
|
|
2022
Q2 | $943K | Sell |
8,712
-103
| -1% | -$11.1K | 0.12% | 76 |
|
|
2022
Q1 | $1.1M | Sell |
8,815
-238
| -3% | -$29.6K | 0.12% | 75 |
|
|
2021
Q4 | $1.34M | Hold |
9,053
| – | – | 0.13% | 69 |
|
|
2021
Q3 | $1.33M | Sell |
9,053
-59
| -0.6% | -$8.66K | 0.15% | 66 |
|
|
2021
Q2 | $1.51M | Sell |
9,112
-180
| -2% | -$29.9K | 0.17% | 64 |
|
|
2021
Q1 | $1.5M | Sell |
9,292
-119
| -1% | -$19.2K | 0.18% | 64 |
|
|
2020
Q4 | $1.38M | Sell |
9,411
-140
| -1% | -$20.5K | 0.17% | 67 |
|
|
2020
Q3 | $1.28M | Sell |
9,551
-120
| -1% | -$16.1K | 0.17% | 72 |
|
|
2020
Q2 | $1.26M | Sell |
9,671
-329
| -3% | -$42.9K | 0.19% | 71 |
|
|
2020
Q1 | $1.14M | Sell |
10,000
-375
| -4% | -$42.8K | 0.2% | 70 |
|
|
2019
Q4 | $1.53M | Sell |
10,375
-55
| -0.5% | -$8.12K | 0.21% | 68 |
|
|
2019
Q3 | $1.43M | Sell |
10,430
-1,567
| -13% | -$215K | 0.22% | 69 |
|
|
2019
Q2 | $1.74M | Sell |
11,997
-109
| -0.9% | -$15.8K | 0.26% | 68 |
|
|
2019
Q1 | $2.1M | Sell |
12,106
-585
| -5% | -$102K | 0.31% | 60 |
|
|
2018
Q4 | $2.02M | Buy |
12,691
+172
| +1% | +$27.4K | 0.34% | 56 |
|
|
2018
Q3 | $2.21M | Buy |
12,519
+1,280
| +11% | +$226K | 0.31% | 58 |
|
|
2018
Q2 | $1.85M | Buy |
11,239
+6
| +0.1% | +$987 | 0.29% | 61 |
|
|
2018
Q1 | $2.06M | Sell |
11,233
-1,805
| -14% | -$331K | 0.33% | 59 |
|
|
2017
Q4 | $2.57M | Buy |
13,038
+144
| +1% | +$28.3K | 0.4% | 56 |
|
|
2017
Q3 | $2.26M | Sell |
12,894
-233
| -2% | -$40.9K | 0.36% | 55 |
|
|
2017
Q2 | $2.29M | Sell |
13,127
-208
| -2% | -$36.2K | 0.37% | 53 |
|
|
2017
Q1 | $2.13M | Sell |
13,335
-737
| -5% | -$118K | 0.35% | 54 |
|
|
2016
Q4 | $2.1M | Hold |
14,072
| – | – | 0.38% | 47 |
|
|
2016
Q3 | $2.07M | Sell |
14,072
-1,069
| -7% | -$158K | 0.38% | 47 |
|
|
2016
Q2 | $2.22M | Buy |
15,141
+825
| +6% | +$121K | 0.46% | 42 |
|
|
2016
Q1 | $2M | Sell |
14,316
-577
| -4% | -$80.4K | 0.36% | 62 |
|
|
2015
Q4 | $1.88M | Sell |
14,893
-1,398
| -9% | -$176K | 0.31% | 78 |
|
|
2015
Q3 | $1.93M | Sell |
16,291
-18,214
| -53% | -$2.16M | 0.33% | 66 |
|
|
2015
Q2 | $4.45M | Buy |
34,505
+246
| +0.7% | +$31.7K | 0.66% | 45 |
|
|
2015
Q1 | $4.73M | Buy |
34,259
+806
| +2% | +$111K | 0.7% | 41 |
|
|
2014
Q4 | $4.6M | Buy |
33,453
+6,146
| +23% | +$844K | 0.66% | 44 |
|
|
2014
Q3 | $3.24M | Buy |
27,307
+8,033
| +42% | +$952K | 0.46% | 54 |
|
|
2014
Q2 | $2.31M | Buy |
19,274
+4,200
| +28% | +$503K | 0.34% | 68 |
|
|
2014
Q1 | $1.71M | Buy |
15,074
+134
| +0.9% | +$15.2K | 0.27% | 77 |
|
|
2013
Q4 | $1.75M | Buy |
14,940
+1,280
| +9% | +$150K | 0.28% | 83 |
|
|
2013
Q3 | $1.36M | Buy |
13,660
+7,536
| +123% | +$752K | 0.25% | 94 |
|
|
2013
Q2 | $560K | Buy |
+6,124
| New | +$560K | 0.11% | 141 |
|