Cassady Schiller Wealth Management’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $4.13K | Buy |
+32
| New | +$4.13K | ﹤0.01% | 447 |
|
|
2023
Q4 | – | Sell |
-444
| Closed | -$34.7K | – | 451 |
|
|
2023
Q3 | $34.7K | Sell |
444
-239
| -35% | -$18.7K | 0.02% | 222 |
|
|
2023
Q2 | $57.2K | Sell |
683
-777
| -53% | -$65K | 0.03% | 181 |
|
|
2023
Q1 | $128K | Sell |
1,460
-34
| -2% | -$2.99K | 0.06% | 129 |
|
|
2022
Q4 | $150K | Buy |
+1,494
| New | +$150K | 0.09% | 112 |
|
|
2022
Q3 | – | Sell |
-1,853
| Closed | -$200K | – | 109 |
|
|
2022
Q2 | $200K | Buy |
1,853
+42
| +2% | +$4.53K | 0.11% | 101 |
|
|
2022
Q1 | $225K | Buy |
1,811
+90
| +5% | +$11.2K | 0.11% | 101 |
|
|
2021
Q4 | $256K | Buy |
+1,721
| New | +$256K | 0.15% | 85 |
|