Clarity Wealth Advisors’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-5,737
| Closed | -$524K | – | 88 |
|
|
2023
Q4 | $524K | Sell |
5,737
-16,391
| -74% | -$1.5M | 0.2% | 48 |
|
|
2023
Q3 | $1.73M | Buy |
22,128
+1,021
| +5% | +$79.9K | 0.79% | 31 |
|
|
2023
Q2 | $1.77M | Buy |
21,107
+958
| +5% | +$80.2K | 0.79% | 30 |
|
|
2023
Q1 | $1.77M | Buy |
20,149
+666
| +3% | +$58.5K | 0.9% | 26 |
|
|
2022
Q4 | $1.95M | Sell |
19,483
-2,355
| -11% | -$236K | 1.13% | 22 |
|
|
2022
Q3 | $2.02M | Buy |
21,838
+1,768
| +9% | +$163K | 1.22% | 22 |
|
|
2022
Q2 | $2.17M | Sell |
20,070
-370
| -2% | -$40K | 1.24% | 22 |
|
|
2022
Q1 | $2.54M | Buy |
20,440
+1,483
| +8% | +$185K | 1.21% | 23 |
|
|
2021
Q4 | $2.82M | Buy |
18,957
+1,048
| +6% | +$156K | 1.31% | 23 |
|
|
2021
Q3 | $2.63M | Buy |
17,909
+1,427
| +9% | +$209K | 1.29% | 24 |
|
|
2021
Q2 | $2.74M | Buy |
16,482
+1,014
| +7% | +$168K | 1.42% | 20 |
|
|
2021
Q1 | $2.49M | Buy |
15,468
+1,427
| +10% | +$230K | 1.42% | 22 |
|
|
2020
Q4 | $2.05M | Buy |
14,041
+953
| +7% | +$139K | 1.24% | 25 |
|
|
2020
Q3 | $1.75M | Sell |
13,088
-93
| -0.7% | -$12.4K | 1.26% | 24 |
|
|
2020
Q2 | $1.72M | Buy |
13,181
+500
| +4% | +$65.2K | 1.36% | 24 |
|
|
2020
Q1 | $1.45M | Sell |
12,681
-159
| -1% | -$18.1K | 1.51% | 22 |
|
|
2019
Q4 | $1.89M | Buy |
+12,840
| New | +$1.89M | 1.59% | 20 |
|