Circle Wealth Management’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $854K | Hold |
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|
2023
Q1 | $897K | Sell |
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|
2022
Q4 | $1.02M | Buy |
|
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|
2022
Q3 | $943K | Sell |
|
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|
2022
Q2 | $1.11M | Sell |
|
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|
2022
Q1 | $1.33M | Sell |
|
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|
2021
Q4 | $1.6M | Sell |
|
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|
2021
Q3 | $1.59M | Buy |
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|
2021
Q2 | $1.81M | Buy |
|
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|
2021
Q1 | $1.75M | Sell |
|
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|
2020
Q4 | $3.74M | Buy |
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|
2020
Q3 | $3.33M | Buy |
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|
2020
Q2 | $3.17M | Buy |
|
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|
2020
Q1 | $2.7M | Sell |
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|
2019
Q4 | $6.49M | Buy |
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|
2019
Q3 | $2.95M | Sell |
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|
2019
Q2 | $3.11M | Buy |
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