Castleview Partners’s 3M MMM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-256
| Closed | -$33.2K | – | 417 |
|
2024
Q4 | $33.2K | Hold |
256
| – | – | 0.02% | 401 |
|
2024
Q3 | $34.9K | Buy |
256
+2
| +0.8% | +$273 | 0.02% | 376 |
|
2024
Q2 | $26K | Sell |
254
-1,381
| -84% | -$141K | 0.01% | 406 |
|
2024
Q1 | $145K | Buy |
1,635
+423
| +35% | +$37.5K | 0.08% | 214 |
|
2023
Q4 | $111K | Buy |
1,212
+266
| +28% | +$24.3K | 0.08% | 198 |
|
2023
Q3 | $74.1K | Buy |
946
+21
| +2% | +$1.64K | 0.07% | 204 |
|
2023
Q2 | $77.4K | Sell |
925
-564
| -38% | -$47.2K | 0.07% | 208 |
|
2023
Q1 | $131K | Buy |
1,489
+164
| +12% | +$14.4K | 0.12% | 154 |
|
2022
Q4 | $133K | Sell |
1,325
-172
| -11% | -$17.2K | 0.13% | 143 |
|
2022
Q3 | $138K | Sell |
1,497
-617,555
| -100% | -$56.9M | 0.13% | 151 |
|
2022
Q2 | $9.14M | Buy |
619,052
+617,303
| +35,295% | +$9.11M | 7.27% | 1 |
|
2022
Q1 | $217K | Sell |
1,749
-316,775
| -99% | -$39.3M | 0.14% | 149 |
|
2021
Q4 | $1.5K | Buy |
+318,524
| New | +$1.5K | 0.01% | 330 |
|
2021
Q2 | $346K | Buy |
+2,082
| New | +$346K | 0.15% | 137 |
|
2018
Q1 | $400K | Buy |
+2,180
| New | +$400K | 0.33% | 69 |
|