CWP
Concord Wealth Partners’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $118K | Hold |
775
| – | – | 0.02% | 252 |
|
|
2025
Q1 | $114K | Sell |
775
-185
| -19% | -$27.2K | 0.02% | 233 |
|
|
2024
Q4 | $124K | Sell |
960
-1
| -0.1% | -$129 | 0.02% | 233 |
|
|
2024
Q3 | $131K | Sell |
961
-158
| -14% | -$21.6K | 0.02% | 240 |
|
|
2024
Q2 | $114K | Sell |
1,119
-342
| -23% | -$34.9K | 0.02% | 232 |
|
|
2024
Q1 | $155K | Sell |
1,461
-1,387
| -49% | -$147K | 0.03% | 227 |
|
|
2023
Q4 | $311K | Sell |
2,848
-2,401
| -46% | -$263K | 0.06% | 158 |
|
|
2023
Q3 | $491K | Buy |
5,249
+681
| +15% | +$63.8K | 0.1% | 125 |
|
|
2023
Q2 | $457K | Buy |
4,568
+1,175
| +35% | +$118K | 0.1% | 117 |
|
|
2023
Q1 | $357K | Sell |
3,393
-1,128
| -25% | -$119K | 0.1% | 106 |
|
|
2022
Q4 | $542K | Sell |
4,521
-282
| -6% | -$33.8K | 0.16% | 81 |
|
|
2022
Q3 | $531K | Buy |
4,803
+13
| +0.3% | +$1.44K | 0.17% | 85 |
|
|
2022
Q2 | $620K | Buy |
4,790
+571
| +14% | +$73.9K | 0.17% | 83 |
|
|
2022
Q1 | $628K | Buy |
4,219
+313
| +8% | +$46.6K | 0.16% | 84 |
|
|
2021
Q4 | $694K | Buy |
3,906
+2,961
| +313% | +$526K | 0.17% | 76 |
|
|
2021
Q3 | $166K | Sell |
945
-1,816
| -66% | -$319K | 0.07% | 102 |
|
|
2021
Q2 | $548K | Buy |
2,761
+455
| +20% | +$90.3K | 0.16% | 62 |
|
|
2021
Q1 | $444K | Buy |
2,306
+1,766
| +327% | +$340K | 0.15% | 66 |
|
|
2020
Q4 | $94K | Buy |
+540
| New | +$94K | 0.07% | 139 |
|