BWM
BKM Wealth Management’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $400K | Hold |
2,626
| – | – | 0.16% | 114 |
|
|
2025
Q1 | $386K | Buy |
2,626
+28
| +1% | +$4.11K | 0.16% | 117 |
|
|
2024
Q4 | $335K | Buy |
2,598
+478
| +23% | +$61.7K | 0.14% | 126 |
|
|
2024
Q3 | $290K | Buy |
+2,120
| New | +$290K | 0.12% | 138 |
|
|
2024
Q2 | – | Sell |
-2,120
| Closed | -$225K | – | 180 |
|
|
2024
Q1 | $225K | Sell |
2,120
-316
| -13% | -$33.5K | 0.1% | 151 |
|
|
2023
Q4 | $266K | Buy |
+2,436
| New | +$266K | 0.11% | 140 |
|