Cassaday & Co Wealth Management’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $733K | Sell |
4,813
-3
| -0.1% | -$457 | 0.02% | 164 |
|
|
2025
Q1 | $707K | Sell |
4,816
-176
| -4% | -$25.8K | 0.02% | 156 |
|
|
2024
Q4 | $644K | Buy |
4,992
+185
| +4% | +$23.9K | 0.02% | 170 |
|
|
2024
Q3 | $657K | Sell |
4,807
-172
| -3% | -$23.5K | 0.02% | 156 |
|
|
2024
Q2 | $509K | Sell |
4,979
-861
| -15% | -$88K | 0.02% | 169 |
|
|
2024
Q1 | $518K | Sell |
5,840
-255
| -4% | -$22.6K | 0.02% | 167 |
|
|
2023
Q4 | $557K | Sell |
6,095
-568
| -9% | -$51.9K | 0.02% | 156 |
|
|
2023
Q3 | $522K | Buy |
6,663
+227
| +4% | +$17.8K | 0.02% | 142 |
|
|
2023
Q2 | $539K | Buy |
6,436
+299
| +5% | +$25K | 0.02% | 146 |
|
|
2023
Q1 | $539K | Sell |
6,137
-30
| -0.5% | -$2.64K | 0.02% | 149 |
|
|
2022
Q4 | $618K | Buy |
+6,167
| New | +$618K | 0.03% | 133 |
|