Compass Wealth Management’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-442
| Closed | -$64.9K | – | 299 |
|
|
2025
Q1 | $64.9K | Hold |
442
| – | – | 0.02% | 219 |
|
|
2024
Q4 | $57.1K | Hold |
442
| – | – | 0.01% | 233 |
|
|
2024
Q3 | $60.4K | Hold |
442
| – | – | 0.01% | 235 |
|
|
2024
Q2 | $45.2K | Sell |
442
-90
| -17% | -$9.2K | 0.01% | 257 |
|
|
2024
Q1 | $47.2K | Sell |
532
-126
| -19% | -$11.2K | 0.01% | 252 |
|
|
2023
Q4 | $60.1K | Sell |
658
-789
| -55% | -$72.1K | 0.02% | 231 |
|
|
2023
Q3 | $113K | Sell |
1,447
-486
| -25% | -$38K | 0.04% | 177 |
|
|
2023
Q2 | $162K | Sell |
1,933
-599
| -24% | -$50.1K | 0.05% | 160 |
|
|
2023
Q1 | $223K | Sell |
2,532
-663
| -21% | -$58.3K | 0.07% | 152 |
|
|
2022
Q4 | $320K | Buy |
+3,195
| New | +$320K | 0.11% | 127 |
|