BDWM
Brewin Dolphin Wealth Management’s 3M MMM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | $1.06M | Sell |
8,177
-210
| -3% | -$27.2K | 0.12% | 70 |
|
2022
Q1 | $1.25M | Sell |
8,387
-150
| -2% | -$22.3K | 0.14% | 68 |
|
2021
Q4 | $1.52M | Sell |
8,537
-530
| -6% | -$94.1K | 0.16% | 64 |
|
2021
Q3 | $1.59M | Sell |
9,067
-285
| -3% | -$50K | 0.18% | 63 |
|
2021
Q2 | $1.86M | Sell |
9,352
-100
| -1% | -$19.9K | 0.23% | 58 |
|
2021
Q1 | $1.82M | Buy |
9,452
+200
| +2% | +$38.5K | 0.28% | 53 |
|
2020
Q4 | $1.62M | Sell |
9,252
-1,044
| -10% | -$182K | 0.27% | 54 |
|
2020
Q3 | $1.65M | Buy |
10,296
+666
| +7% | +$107K | 0.3% | 46 |
|
2020
Q2 | $1.5M | Buy |
9,630
+210
| +2% | +$32.8K | 0.32% | 47 |
|
2020
Q1 | $1.29M | Sell |
9,420
-305
| -3% | -$41.6K | 0.69% | 29 |
|
2019
Q4 | $1.72M | Sell |
9,725
-140
| -1% | -$24.7K | 0.79% | 27 |
|
2019
Q3 | $1.62M | Buy |
9,865
+315
| +3% | +$51.8K | 0.82% | 26 |
|
2019
Q2 | $1.66M | Buy |
9,550
+70
| +0.7% | +$12.1K | 0.86% | 27 |
|
2019
Q1 | $1.97M | Buy |
9,480
+35
| +0.4% | +$7.27K | 1.07% | 25 |
|
2018
Q4 | $1.8M | Buy |
9,445
+200
| +2% | +$38.1K | 1.09% | 25 |
|
2018
Q3 | $1.95M | Buy |
9,245
+1,855
| +25% | +$391K | 1.05% | 26 |
|
2018
Q2 | $1.45M | Sell |
7,390
-150
| -2% | -$29.5K | 0.86% | 29 |
|
2018
Q1 | $1.66M | Sell |
7,540
-475
| -6% | -$104K | 1.02% | 29 |
|
2017
Q4 | $1.89M | Hold |
8,015
| – | – | 1.2% | 25 |
|
2017
Q3 | $1.68M | Buy |
+8,015
| New | +$1.68M | 1.17% | 26 |
|