CWM
Campbell Wealth Management’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $315K | Buy |
+2,438
| New | +$315K | 0.03% | 65 |
|
|
2024
Q3 | – | Sell |
-2,409
| Closed | -$246K | – | 80 |
|
|
2024
Q2 | $246K | Buy |
2,409
+15
| +0.6% | +$1.53K | 0.08% | 39 |
|
|
2024
Q1 | $254K | Buy |
+2,394
| New | +$254K | 0.03% | 72 |
|
|
2023
Q4 | – | Sell |
-2,330
| Closed | -$218K | – | 69 |
|
|
2023
Q3 | $218K | Buy |
2,330
+30
| +1% | +$2.81K | 0.03% | 70 |
|
|
2023
Q2 | $230K | Buy |
2,300
+30
| +1% | +$3K | 0.03% | 62 |
|
|
2023
Q1 | $239K | Buy |
2,270
+22
| +1% | +$2.32K | 0.03% | 59 |
|
|
2022
Q4 | $270K | Sell |
2,248
-34
| -1% | -$4.08K | 0.04% | 62 |
|
|
2022
Q3 | $252K | Buy |
+2,282
| New | +$252K | 0.04% | 60 |
|
|
2022
Q2 | – | Sell |
-2,237
| Closed | -$333K | – | 65 |
|
|
2022
Q1 | $333K | Buy |
2,237
+20
| +0.9% | +$2.98K | 0.04% | 45 |
|
|
2021
Q4 | $394K | Buy |
2,217
+4
| +0.2% | +$711 | 0.05% | 40 |
|
|
2021
Q3 | $388K | Buy |
2,213
+28
| +1% | +$4.91K | 0.05% | 34 |
|
|
2021
Q2 | $434K | Buy |
2,185
+8
| +0.4% | +$1.59K | 0.06% | 32 |
|
|
2021
Q1 | $420K | Buy |
2,177
+20
| +0.9% | +$3.86K | 0.06% | 32 |
|
|
2020
Q4 | $377K | Sell |
2,157
-103
| -5% | -$18K | 0.06% | 33 |
|
|
2020
Q3 | $362K | Buy |
2,260
+17
| +0.8% | +$2.72K | 0.06% | 34 |
|
|
2020
Q2 | $350K | Buy |
2,243
+19
| +0.9% | +$2.97K | 0.06% | 33 |
|
|
2020
Q1 | $304K | Sell |
2,224
-58
| -3% | -$7.93K | 0.07% | 32 |
|
|
2019
Q4 | $403K | Sell |
2,282
-281
| -11% | -$49.6K | 0.08% | 31 |
|
|
2019
Q3 | $421K | Sell |
2,563
-4
| -0.2% | -$657 | 0.09% | 28 |
|
|
2019
Q2 | $445K | Sell |
2,567
-23
| -0.9% | -$3.99K | 0.11% | 28 |
|
|
2019
Q1 | $538K | Buy |
2,590
+206
| +9% | +$42.8K | 0.14% | 22 |
|
|
2018
Q4 | $454K | Buy |
+2,384
| New | +$454K | 0.14% | 25 |
|