BWM
BerganKDV Wealth Management’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.07M | Sell |
10,643
-208
| -2% | -$20.8K | 0.11% | 129 |
|
|
2023
Q1 | $1.14M | Buy |
10,851
+1,579
| +17% | +$166K | 0.12% | 122 |
|
|
2022
Q4 | $1.11M | Sell |
9,272
-1,958
| -17% | -$235K | 0.12% | 118 |
|
|
2022
Q3 | $1.24M | Sell |
11,230
-3,457
| -24% | -$382K | 0.15% | 110 |
|
|
2022
Q2 | $1.9M | Buy |
14,687
+645
| +5% | +$83.5K | 0.22% | 91 |
|
|
2022
Q1 | $2.09M | Sell |
14,042
-997
| -7% | -$148K | 0.22% | 92 |
|
|
2021
Q4 | $2.67M | Sell |
15,039
-46
| -0.3% | -$8.17K | 0.28% | 76 |
|
|
2021
Q3 | $2.65M | Buy |
15,085
+518
| +4% | +$90.9K | 0.3% | 72 |
|
|
2021
Q2 | $2.89M | Buy |
14,567
+271
| +2% | +$53.8K | 0.34% | 61 |
|
|
2021
Q1 | $2.76M | Sell |
14,296
-186
| -1% | -$35.8K | 0.35% | 60 |
|
|
2020
Q4 | $2.53M | Sell |
14,482
-396
| -3% | -$69.2K | 0.36% | 58 |
|
|
2020
Q3 | $2.38M | Sell |
14,878
-116
| -0.8% | -$18.6K | 0.38% | 55 |
|
|
2020
Q2 | $2.34M | Sell |
14,994
-524
| -3% | -$81.7K | 0.4% | 50 |
|
|
2020
Q1 | $2.12M | Sell |
15,518
-10,142
| -40% | -$1.38M | 0.43% | 49 |
|
|
2019
Q4 | $4.53M | Sell |
25,660
-377
| -1% | -$66.5K | 0.81% | 22 |
|
|
2019
Q3 | $4.28M | Sell |
26,037
-713
| -3% | -$117K | 0.85% | 21 |
|
|
2019
Q2 | $4.64M | Buy |
26,750
+9,660
| +57% | +$1.67M | 0.92% | 19 |
|
|
2019
Q1 | $3.55M | Sell |
17,090
-650
| -4% | -$135K | 0.73% | 23 |
|
|
2018
Q4 | $3.38M | Buy |
17,740
+166
| +0.9% | +$31.6K | 0.79% | 21 |
|
|
2018
Q3 | $3.7M | Buy |
17,574
+188
| +1% | +$39.6K | 0.8% | 19 |
|
|
2018
Q2 | $3.42M | Buy |
17,386
+927
| +6% | +$182K | 0.77% | 18 |
|
|
2018
Q1 | $3.61M | Sell |
16,459
-209
| -1% | -$45.9K | 0.99% | 16 |
|
|
2017
Q4 | $3.92M | Sell |
16,668
-668
| -4% | -$157K | 0.93% | 18 |
|
|
2017
Q3 | $3.64M | Buy |
17,336
+1,627
| +10% | +$342K | 0.91% | 19 |
|
|
2017
Q2 | $3.27M | Buy |
15,709
+49
| +0.3% | +$10.2K | 0.93% | 17 |
|
|
2017
Q1 | $3M | Buy |
15,660
+676
| +5% | +$129K | 0.89% | 16 |
|
|
2016
Q4 | $2.68M | Buy |
14,984
+643
| +4% | +$115K | 0.89% | 16 |
|
|
2016
Q3 | $2.53M | Buy |
14,341
+70
| +0.5% | +$12.3K | 0.87% | 16 |
|
|
2016
Q2 | $2.5M | Buy |
14,271
+5,703
| +67% | +$999K | 1.07% | 18 |
|
|
2016
Q1 | $1.43M | Buy |
+8,568
| New | +$1.43M | 0.86% | 25 |
|