Bogart Wealth LLC’s 3M MMM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $184K | Sell |
1,207
-94
| -7% | -$14.3K | 0.01% | 247 |
|
2025
Q1 | $191K | Sell |
1,301
-22
| -2% | -$3.23K | 0.01% | 230 |
|
2024
Q4 | $171K | Buy |
1,323
+11
| +0.8% | +$1.42K | 0.01% | 235 |
|
2024
Q3 | $179K | Sell |
1,312
-172
| -12% | -$23.5K | 0.01% | 224 |
|
2024
Q2 | $152K | Sell |
1,484
-169
| -10% | -$17.3K | 0.01% | 236 |
|
2024
Q1 | $147K | Buy |
1,653
+500
| +43% | +$44.4K | 0.01% | 225 |
|
2023
Q4 | $105K | Buy |
1,153
+106
| +10% | +$9.69K | 0.01% | 264 |
|
2023
Q3 | $81.9K | Buy |
1,047
+205
| +24% | +$16K | 0.01% | 270 |
|
2023
Q2 | $70.4K | Sell |
842
-160
| -16% | -$13.4K | ﹤0.01% | 287 |
|
2023
Q1 | $88K | Sell |
1,002
-120
| -11% | -$10.5K | 0.01% | 242 |
|
2022
Q4 | $112K | Sell |
1,122
-30,845
| -96% | -$3.09M | 0.01% | 220 |
|
2022
Q3 | $2.95M | Buy |
31,967
+5,962
| +23% | +$551K | 0.25% | 81 |
|
2022
Q2 | $2.81M | Buy |
26,005
+4,792
| +23% | +$519K | 0.25% | 81 |
|
2022
Q1 | $2.64M | Buy |
21,213
+3,462
| +20% | +$431K | 0.23% | 88 |
|
2021
Q4 | $2.64M | Buy |
17,751
+2,795
| +19% | +$415K | 0.24% | 86 |
|
2021
Q3 | $2.19M | Buy |
14,956
+2,649
| +22% | +$389K | 0.22% | 86 |
|
2021
Q2 | $2.04M | Buy |
12,307
+2,257
| +22% | +$375K | 0.22% | 77 |
|
2021
Q1 | $1.62M | Buy |
10,050
+2,891
| +40% | +$466K | 0.23% | 81 |
|
2020
Q4 | $1.05M | Buy |
7,159
+885
| +14% | +$129K | 0.19% | 86 |
|
2020
Q3 | $840K | Buy |
6,274
+300
| +5% | +$40.2K | 0.19% | 77 |
|
2020
Q2 | $779K | Buy |
5,974
+653
| +12% | +$85.2K | 0.18% | 77 |
|
2020
Q1 | $607K | Buy |
5,321
+715
| +16% | +$81.6K | 0.17% | 76 |
|
2019
Q4 | $679K | Buy |
4,606
+91
| +2% | +$13.4K | 0.22% | 71 |
|
2019
Q3 | $621K | Buy |
4,515
+311
| +7% | +$42.8K | 0.31% | 59 |
|
2019
Q2 | $609K | Buy |
4,204
+788
| +23% | +$114K | 0.37% | 55 |
|
2019
Q1 | $593K | Buy |
3,416
+159
| +5% | +$27.6K | 0.29% | 54 |
|
2018
Q4 | $519K | Buy |
3,257
+58
| +2% | +$9.24K | 0.26% | 45 |
|
2018
Q3 | $564K | Buy |
3,199
+459
| +17% | +$80.9K | 0.33% | 51 |
|
2018
Q2 | $450K | Buy |
2,740
+222
| +9% | +$36.5K | 0.27% | 55 |
|
2018
Q1 | $460K | Buy |
2,518
+658
| +35% | +$120K | 0.27% | 56 |
|
2017
Q4 | $366K | Buy |
1,860
+1,653
| +799% | +$325K | 0.23% | 56 |
|
2017
Q3 | $37K | Buy |
+207
| New | +$37K | 0.03% | 156 |
|