Carson Wealth (CWM LLC)’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $16.9M | Sell |
116,373
-9,442
| -8% | -$1.5M | 0.04% | 378 |
|
|
2025
Q4 | $20.1M | Buy |
125,815
+45,794
| +57% | +$7.49M | 0.05% | 313 |
|
|
2025
Q3 | $12.4M | Buy |
80,021
+262
| +0.3% | +$40.4K | 0.04% | 399 |
|
|
2025
Q2 | $12.1M | Sell |
79,759
-9,953
| -11% | -$1.42M | 0.04% | 348 |
|
|
2025
Q1 | $13.2M | Buy |
89,712
+13,927
| +18% | +$2.05M | 0.05% | 293 |
|
|
2024
Q4 | $9.78M | Buy |
75,785
+28,624
| +61% | +$3.75M | 0.04% | 324 |
|
|
2024
Q3 | $6.45M | Buy |
47,161
+6,671
| +16% | +$817K | 0.03% | 395 |
|
|
2024
Q2 | $4.14M | Sell |
40,490
-2,314
| -5% | -$226K | 0.02% | 461 |
|
|
2024
Q1 | $3.8M | Buy |
42,804
+7,790
| +22% | +$646K | 0.02% | 468 |
|
|
2023
Q4 | $3.2M | Sell |
35,014
-885
| -2% | -$71K | 0.02% | 483 |
|
|
2023
Q3 | $2.81M | Buy |
35,899
+13,366
| +59% | +$1.15M | 0.02% | 472 |
|
|
2023
Q2 | $1.89M | Buy |
22,533
+2,062
| +10% | +$175K | 0.01% | 528 |
|
|
2023
Q1 | $1.8M | Buy |
20,471
+132
| +0.6% | +$12.4K | 0.01% | 496 |
|
|
2022
Q4 | $2.04M | Buy |
20,339
+1,915
| +10% | +$195K | 0.02% | 442 |
|
|
2022
Q3 | $1.7M | Sell |
18,424
-34,974
| -65% | -$3.84M | 0.01% | 443 |
|
|
2022
Q2 | $5.78M | Buy |
53,398
+3,559
| +7% | +$430K | 0.04% | 267 |
|
|
2022
Q1 | $6.2M | Buy |
49,839
+33,816
| +211% | +$4.5M | 0.04% | 275 |
|
|
2021
Q4 | $2.38M | Buy |
+16,023
| New | +$2.39M | 0.02% | 398 |
|
|
2021
Q2 | $2.35M | Hold |
14,170
| – | – | 0.02% | 387 |
|
|
2021
Q1 | $2.35M | Hold |
14,170
| – | – | 0.02% | 387 |
|
|
2020
Q4 | $2.35M | Hold |
14,170
| – | – | 0.02% | 387 |
|
|
2020
Q3 | $2.35M | Hold |
14,170
| – | – | 0.02% | 387 |
|
|
2020
Q2 | $2.35M | Hold |
14,170
| – | – | 0.02% | 387 |
|
|
2020
Q1 | $2.35M | Hold |
14,170
| – | – | 0.02% | 387 |
|
|
2019
Q4 | $2.35M | Hold |
14,170
| – | – | 0.02% | 387 |
|
|
2019
Q3 | $2.35M | Hold |
14,170
| – | – | 0.02% | 387 |
|
|
2019
Q2 | $2.35M | Hold |
14,170
| – | – | 0.02% | 387 |
|
|
2019
Q1 | $2.35M | Buy |
14,170
+8,915
| +170% | +$1.5M | 0.02% | 387 |
|
|
2018
Q4 | $837K | Buy |
5,255
+299
| +6% | +$49.6K | 0.02% | 385 |
|
|
2018
Q3 | $873K | Buy |
4,956
+4,059
| +453% | +$699K | 0.02% | 328 |
|
|
2018
Q2 | $148K | Buy |
897
+92
| +11% | +$15.7K | ﹤0.01% | 467 |
|
|
2018
Q1 | $148K | Sell |
805
-154
| -16% | -$30.5K | 0.01% | 401 |
|
|
2017
Q4 | $189K | Buy |
959
+11
| +1% | +$2.12K | 0.01% | 352 |
|
|
2017
Q3 | $166K | Buy |
948
+62
| +7% | +$10.7K | 0.01% | 346 |
|
|
2017
Q2 | $154K | Buy |
886
+129
| +17% | +$21.6K | 0.01% | 336 |
|
|
2017
Q1 | $121K | Sell |
757
-1,004
| -57% | -$154K | 0.01% | 346 |
|
|
2016
Q4 | $263K | Sell |
1,761
-258
| -13% | -$37.2K | 0.02% | 255 |
|
|
2016
Q3 | $297K | Buy |
2,019
+177
| +10% | +$26.4K | 0.02% | 228 |
|
|
2016
Q2 | $270K | Sell |
1,842
-239
| -11% | -$33.7K | 0.02% | 230 |
|
|
2016
Q1 | $290K | Sell |
2,081
-83
| -4% | -$10.7K | 0.03% | 211 |
|
|
2015
Q4 | $273K | Buy |
2,164
+619
| +40% | +$79.6K | 0.03% | 208 |
|
|
2015
Q3 | $183K | Buy |
+1,545
| New | +$190K | 0.02% | 213 |
|
|
2014
Q1 | – | Sell |
-1,658
| Closed | -$194K | – | 363 |
|
|
2013
Q4 | $194K | Sell |
1,658
-215
| -11% | -$22.9K | 0.03% | 161 |
|
|
2013
Q3 | $187K | Buy |
+1,873
| New | +$182K | 0.05% | 135 |
|
Other funds holding MMM
VCM
VPM
