CWM
CarsonAllaria Wealth Management’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.9K | Sell |
77
-1
| -1% | -$154 | 0.01% | 240 |
|
|
2025
Q1 | $11.5K | Hold |
78
| – | – | 0.01% | 244 |
|
|
2024
Q4 | $10.1K | Sell |
78
-26
| -25% | -$3.36K | 0.01% | 249 |
|
|
2024
Q3 | $14.2K | Buy |
104
+1
| +1% | +$137 | 0.01% | 230 |
|
|
2024
Q2 | $10.6K | Buy |
103
+1
| +1% | +$103 | 0.01% | 247 |
|
|
2024
Q1 | $10.9K | Buy |
102
+1
| +1% | +$107 | 0.01% | 238 |
|
|
2023
Q4 | $11.1K | Buy |
101
+2
| +2% | +$219 | 0.01% | 211 |
|
|
2023
Q3 | $9.34K | Hold |
99
| – | – | 0.01% | 211 |
|
|
2023
Q2 | $9.99K | Buy |
99
+1
| +1% | +$101 | 0.01% | 220 |
|
|
2023
Q1 | $10.3K | Buy |
98
+2
| +2% | +$211 | 0.01% | 212 |
|
|
2022
Q4 | $12K | Sell |
96
-25
| -21% | -$3.13K | 0.01% | 179 |
|
|
2022
Q3 | $13K | Buy |
121
+1
| +0.8% | +$107 | 0.01% | 172 |
|
|
2022
Q2 | $16K | Buy |
120
+1
| +0.8% | +$133 | 0.01% | 158 |
|
|
2022
Q1 | $18K | Buy |
119
+2
| +2% | +$303 | 0.02% | 165 |
|
|
2021
Q4 | $21K | Buy |
+117
| New | +$21K | 0.02% | 172 |
|