Concord Wealth Partners’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-739
| Closed | -$118K | – | 567 |
|
|
2025
Q4 | $118K | Sell |
739
-36
| -5% | -$5.89K | 0.02% | 237 |
|
|
2025
Q3 | $120K | Hold |
775
| – | – | 0.02% | 239 |
|
|
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% | -$131 | 0.02% | 233 |
|
|
2024
Q3 | $131K | Sell |
961
-158
| -14% | -$19.3K | 0.02% | 240 |
|
|
2024
Q2 | $114K | Sell |
1,119
-628
| -36% | -$61.2K | 0.02% | 232 |
|
|
2024
Q1 | $155K | Sell |
1,747
-1,659
| -49% | -$138K | 0.03% | 227 |
|
|
2023
Q4 | $311K | Sell |
3,406
-2,872
| -46% | -$230K | 0.06% | 158 |
|
|
2023
Q3 | $491K | Buy |
6,278
+815
| +15% | +$70K | 0.1% | 125 |
|
|
2023
Q2 | $457K | Buy |
5,463
+1,405
| +35% | +$119K | 0.1% | 117 |
|
|
2023
Q1 | $357K | Sell |
4,058
-1,349
| -25% | -$127K | 0.1% | 106 |
|
|
2022
Q4 | $542K | Sell |
5,407
-337
| -6% | -$34.4K | 0.16% | 81 |
|
|
2022
Q3 | $531K | Buy |
5,744
+15
| +0.3% | +$1.65K | 0.17% | 85 |
|
|
2022
Q2 | $620K | Buy |
5,729
+683
| +14% | +$82.5K | 0.17% | 83 |
|
|
2022
Q1 | $628K | Buy |
5,046
+374
| +8% | +$49.7K | 0.16% | 84 |
|
|
2021
Q4 | $694K | Buy |
4,672
+3,542
| +313% | +$528K | 0.17% | 76 |
|
|
2021
Q3 | $166K | Sell |
1,130
-2,172
| -66% | -$352K | 0.07% | 102 |
|
|
2021
Q2 | $548K | Buy |
3,302
+544
| +20% | +$90.8K | 0.16% | 62 |
|
|
2021
Q1 | $444K | Buy |
2,758
+2,112
| +327% | +$316K | 0.15% | 66 |
|
|
2020
Q4 | $94K | Buy |
+646
| New | +$91.7K | 0.07% | 139 |
|
Other funds holding MMM
VCM
VPM
