BWM
Benchmark Wealth Management’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $266K | Hold |
1,750
| – | – | 0.12% | 65 |
|
|
2025
Q1 | $257K | Hold |
1,750
| – | – | 0.12% | 60 |
|
|
2024
Q4 | $226K | Hold |
1,750
| – | – | 0.11% | 49 |
|
|
2024
Q3 | $239K | Buy |
+1,750
| New | +$239K | 0.12% | 48 |
|
|
2023
Q1 | – | Sell |
-1,871
| Closed | -$224K | – | 52 |
|
|
2022
Q4 | $224K | Hold |
1,871
| – | – | 0.16% | 49 |
|
|
2022
Q3 | $207K | Hold |
1,871
| – | – | 0.16% | 47 |
|
|
2022
Q2 | $242K | Hold |
1,871
| – | – | 0.18% | 41 |
|
|
2022
Q1 | $279K | Hold |
1,871
| – | – | 0.19% | 40 |
|
|
2021
Q4 | $332K | Hold |
1,871
| – | – | 0.21% | 34 |
|
|
2021
Q3 | $328K | Hold |
1,871
| – | – | 0.23% | 32 |
|
|
2021
Q2 | $372K | Hold |
1,871
| – | – | 0.26% | 28 |
|
|
2021
Q1 | $361K | Hold |
1,871
| – | – | 0.27% | 24 |
|
|
2020
Q4 | $327K | Sell |
1,871
-300
| -14% | -$52.4K | 0.25% | 28 |
|
|
2020
Q3 | $348K | Hold |
2,171
| – | – | 0.27% | 25 |
|
|
2020
Q2 | $339K | Sell |
2,171
-214
| -9% | -$33.4K | 0.29% | 24 |
|
|
2020
Q1 | $326K | Hold |
2,385
| – | – | 0.33% | 23 |
|
|
2019
Q4 | $421K | Buy |
+2,385
| New | +$421K | 0.36% | 25 |
|