BBPWM
Blue Bell Private Wealth Management’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $53.9K | Hold |
354
| – | – | 0.01% | 383 |
|
|
2025
Q1 | $52K | Hold |
354
| – | – | 0.01% | 370 |
|
|
2024
Q4 | $45.7K | Hold |
354
| – | – | 0.01% | 366 |
|
|
2024
Q3 | $48.4K | Buy |
354
+28
| +9% | +$3.83K | 0.01% | 368 |
|
|
2024
Q2 | $33.3K | Hold |
326
| – | – | 0.01% | 406 |
|
|
2024
Q1 | $34.6K | Buy |
326
+2
| +0.6% | +$212 | 0.01% | 400 |
|
|
2023
Q4 | $35.4K | Buy |
324
+167
| +106% | +$18.3K | 0.01% | 365 |
|
|
2023
Q3 | $14.7K | Hold |
157
| – | – | ﹤0.01% | 392 |
|
|
2023
Q2 | $15.7K | Buy |
157
+57
| +57% | +$5.71K | ﹤0.01% | 375 |
|
|
2023
Q1 | $10.5K | Sell |
100
-50
| -33% | -$5.26K | ﹤0.01% | 374 |
|
|
2022
Q4 | $18K | Hold |
150
| – | – | 0.01% | 324 |
|
|
2022
Q3 | $17K | Hold |
150
| – | – | 0.01% | 316 |
|
|
2022
Q2 | $19K | Hold |
150
| – | – | 0.01% | 314 |
|
|
2022
Q1 | $22K | Hold |
150
| – | – | 0.01% | 309 |
|
|
2021
Q4 | $27K | Buy |
+150
| New | +$27K | 0.01% | 266 |
|
|
2020
Q3 | – | Sell |
-350
| Closed | -$50K | – | 191 |
|
|
2020
Q2 | $50K | Hold |
350
| – | – | 0.02% | 104 |
|
|
2020
Q1 | $48K | Sell |
350
-2,000
| -85% | -$274K | 0.03% | 96 |
|
|
2019
Q4 | $415K | Buy |
2,350
+2,000
| +571% | +$353K | 0.17% | 48 |
|
|
2019
Q3 | $58K | Hold |
350
| – | – | 0.03% | 95 |
|
|
2019
Q2 | $61K | Sell |
350
-175
| -33% | -$30.5K | 0.03% | 94 |
|
|
2019
Q1 | $109K | Hold |
525
| – | – | 0.05% | 74 |
|
|
2018
Q4 | $100K | Hold |
525
| – | – | 0.05% | 75 |
|
|
2018
Q3 | $111K | Hold |
525
| – | – | 0.05% | 83 |
|
|
2018
Q2 | $103K | Sell |
525
-2,000
| -79% | -$392K | 0.05% | 86 |
|
|
2018
Q1 | $554K | Buy |
2,525
+1,950
| +339% | +$428K | 0.24% | 43 |
|
|
2017
Q4 | $135K | Hold |
575
| – | – | 0.06% | 85 |
|
|
2017
Q3 | $121K | Sell |
575
-2,755
| -83% | -$580K | 0.06% | 90 |
|
|
2017
Q2 | $693K | Buy |
3,330
+2,017
| +154% | +$420K | 0.34% | 39 |
|
|
2017
Q1 | $251K | Hold |
1,313
| – | – | 0.14% | 62 |
|
|
2016
Q4 | $235K | Hold |
1,313
| – | – | 0.14% | 64 |
|
|
2016
Q3 | $232K | Sell |
1,313
-100
| -7% | -$17.7K | 0.14% | 80 |
|
|
2016
Q2 | $248K | Hold |
1,413
| – | – | 0.16% | 80 |
|
|
2016
Q1 | $235K | Sell |
1,413
-100
| -7% | -$16.6K | 0.16% | 86 |
|
|
2015
Q4 | $228K | Sell |
1,513
-100
| -6% | -$15.1K | 0.15% | 92 |
|
|
2015
Q3 | $229K | Sell |
1,613
-200
| -11% | -$28.4K | 0.16% | 88 |
|
|
2015
Q2 | $280K | Sell |
1,813
-50
| -3% | -$7.72K | 0.17% | 76 |
|
|
2015
Q1 | $307K | Sell |
1,863
-300
| -14% | -$49.4K | 0.18% | 68 |
|
|
2014
Q4 | $355K | Buy |
2,163
+63
| +3% | +$10.3K | 0.21% | 65 |
|
|
2014
Q3 | $298K | Sell |
2,100
-550
| -21% | -$78K | 0.18% | 76 |
|
|
2014
Q2 | $380K | Hold |
2,650
| – | – | 0.23% | 64 |
|
|
2014
Q1 | $359K | Hold |
2,650
| – | – | 0.24% | 61 |
|
|
2013
Q4 | $372K | Sell |
2,650
-2,200
| -45% | -$309K | 0.29% | 55 |
|
|
2013
Q3 | $579K | Buy |
4,850
+2,275
| +88% | +$272K | 0.58% | 35 |
|
|
2013
Q2 | $282K | Buy |
+2,575
| New | +$282K | 0.25% | 52 |
|