BOK Financial Private Wealth’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25.3K | Hold |
166
| – | – | ﹤0.01% | 299 |
|
|
2025
Q1 | $24.4K | Hold |
166
| – | – | ﹤0.01% | 323 |
|
|
2024
Q4 | $21.4K | Sell |
166
-950
| -85% | -$123K | ﹤0.01% | 321 |
|
|
2024
Q3 | $153K | Buy |
1,116
+950
| +572% | +$130K | 0.01% | 183 |
|
|
2024
Q2 | $17K | Sell |
166
-33
| -17% | -$3.37K | ﹤0.01% | 347 |
|
|
2024
Q1 | $17.6K | Buy |
+199
| New | +$17.6K | ﹤0.01% | 333 |
|
|
2023
Q3 | – | Sell |
-203
| Closed | -$17K | – | 393 |
|
|
2023
Q2 | $17K | Hold |
203
| – | – | ﹤0.01% | 296 |
|
|
2023
Q1 | $17.9K | Hold |
203
| – | – | ﹤0.01% | 313 |
|
|
2022
Q4 | $20.4K | Sell |
203
-21
| -9% | -$2.11K | ﹤0.01% | 295 |
|
|
2022
Q3 | $21K | Hold |
224
| – | – | ﹤0.01% | 304 |
|
|
2022
Q2 | $24K | Sell |
224
-4,460
| -95% | -$478K | ﹤0.01% | 305 |
|
|
2022
Q1 | $583K | Sell |
4,684
-730
| -13% | -$90.9K | 0.04% | 163 |
|
|
2021
Q4 | $804K | Sell |
5,414
-14,564
| -73% | -$2.16M | 0.06% | 139 |
|
|
2021
Q3 | $2.93M | Sell |
19,978
-78
| -0.4% | -$11.4K | 0.23% | 72 |
|
|
2021
Q2 | $3.33M | Buy |
20,056
+894
| +5% | +$148K | 0.27% | 62 |
|
|
2021
Q1 | $3.09M | Sell |
19,162
-138
| -0.7% | -$22.2K | 0.28% | 59 |
|
|
2020
Q4 | $2.82M | Buy |
19,300
+79
| +0.4% | +$11.5K | 0.27% | 64 |
|
|
2020
Q3 | $2.57M | Sell |
19,221
-1,243
| -6% | -$166K | 0.27% | 66 |
|
|
2020
Q2 | $2.67M | Sell |
20,464
-816
| -4% | -$106K | 0.28% | 68 |
|
|
2020
Q1 | $2.43M | Buy |
21,280
+19,429
| +1,050% | +$2.22M | 0.3% | 70 |
|
|
2019
Q4 | $273K | Buy |
1,851
+57
| +3% | +$8.41K | 0.02% | 162 |
|
|
2019
Q3 | $247K | Buy |
1,794
+293
| +20% | +$40.3K | 0.03% | 113 |
|
|
2019
Q2 | $218K | Sell |
1,501
-51
| -3% | -$7.41K | 0.03% | 118 |
|
|
2019
Q1 | $270K | Sell |
1,552
-119
| -7% | -$20.7K | 0.04% | 94 |
|
|
2018
Q4 | $266K | Buy |
+1,671
| New | +$266K | 0.04% | 95 |
|
|
2018
Q1 | – | Sell |
-1,064
| Closed | -$209K | – | 120 |
|
|
2017
Q4 | $209K | Buy |
+1,064
| New | +$209K | 0.03% | 118 |
|