CWM
Chesapeake Wealth Management’s 3M MMM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $441K | Hold |
2,900
| – | – | 0.15% | 114 |
|
2025
Q1 | $426K | Hold |
2,900
| – | – | 0.15% | 116 |
|
2024
Q4 | $374K | Hold |
2,900
| – | – | 0.13% | 122 |
|
2024
Q3 | $396K | Hold |
2,900
| – | – | 0.14% | 118 |
|
2024
Q2 | $296K | Hold |
2,900
| – | – | 0.11% | 129 |
|
2024
Q1 | $308K | Hold |
2,900
| – | – | 0.11% | 127 |
|
2023
Q4 | $317K | Hold |
2,900
| – | – | 0.12% | 125 |
|
2023
Q3 | $271K | Hold |
2,900
| – | – | 0.11% | 131 |
|
2023
Q2 | $290K | Hold |
2,900
| – | – | 0.11% | 131 |
|
2023
Q1 | $305K | Hold |
2,900
| – | – | 0.13% | 128 |
|
2022
Q4 | $348K | Sell |
2,900
-10
| -0.3% | -$1.2K | 0.15% | 120 |
|
2022
Q3 | $321K | Hold |
2,910
| – | – | 0.15% | 124 |
|
2022
Q2 | $377K | Hold |
2,910
| – | – | 0.16% | 124 |
|
2022
Q1 | $433K | Hold |
2,910
| – | – | 0.16% | 127 |
|
2021
Q4 | $517K | Buy |
2,910
+10
| +0.3% | +$1.78K | 0.17% | 119 |
|
2021
Q3 | $509K | Sell |
2,900
-52
| -2% | -$9.13K | 0.18% | 119 |
|
2021
Q2 | $587K | Hold |
2,952
| – | – | 0.19% | 115 |
|
2021
Q1 | $569K | Hold |
2,952
| – | – | 0.19% | 118 |
|
2020
Q4 | $516K | Hold |
2,952
| – | – | 0.18% | 122 |
|
2020
Q3 | $473K | Hold |
2,952
| – | – | 0.18% | 120 |
|
2020
Q2 | $460K | Hold |
2,952
| – | – | 0.18% | 122 |
|
2020
Q1 | $403K | Hold |
2,952
| – | – | 0.19% | 112 |
|
2019
Q4 | $521K | Sell |
2,952
-54
| -2% | -$9.53K | 0.2% | 115 |
|
2019
Q3 | $494K | Sell |
3,006
-218
| -7% | -$35.8K | 0.2% | 119 |
|
2019
Q2 | $559K | Sell |
3,224
-2,297
| -42% | -$398K | 0.23% | 111 |
|
2019
Q1 | $1.15M | Buy |
5,521
+2,466
| +81% | +$513K | 0.5% | 53 |
|
2018
Q4 | $582K | Buy |
3,055
+71
| +2% | +$13.5K | 0.29% | 89 |
|
2018
Q3 | $629K | Hold |
2,984
| – | – | 0.28% | 89 |
|
2018
Q2 | $587K | Hold |
2,984
| – | – | 0.27% | 96 |
|
2018
Q1 | $655K | Buy |
+2,984
| New | +$655K | 0.3% | 88 |
|