CWS
Confluence Wealth Services’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $466K | Buy |
3,062
+1
| +0% | +$152 | 0.03% | 255 |
|
|
2025
Q1 | $416K | Sell |
3,061
-22
| -0.7% | -$2.99K | 0.03% | 250 |
|
|
2024
Q4 | $461K | Buy |
3,083
+21
| +0.7% | +$3.14K | 0.03% | 229 |
|
|
2024
Q3 | $419K | Sell |
3,062
-115
| -4% | -$15.7K | 0.03% | 242 |
|
|
2024
Q2 | $325K | Sell |
3,177
-72
| -2% | -$7.36K | 0.03% | 285 |
|
|
2024
Q1 | $345K | Sell |
3,249
-3,332
| -51% | -$353K | 0.03% | 254 |
|
|
2023
Q4 | $719K | Sell |
6,581
-90
| -1% | -$9.84K | 0.08% | 144 |
|
|
2023
Q3 | $625K | Buy |
6,671
+883
| +15% | +$82.7K | 0.12% | 129 |
|
|
2023
Q2 | $579K | Buy |
5,788
+2,670
| +86% | +$267K | 0.12% | 134 |
|
|
2023
Q1 | $328K | Buy |
3,118
+1,334
| +75% | +$140K | 0.08% | 183 |
|
|
2022
Q4 | $214K | Sell |
1,784
-64
| -3% | -$7.68K | 0.06% | 222 |
|
|
2022
Q3 | $204K | Sell |
1,848
-2,475
| -57% | -$273K | 0.09% | 213 |
|
|
2022
Q2 | $646K | Buy |
4,323
+104
| +2% | +$15.5K | 0.28% | 119 |
|
|
2022
Q1 | $628K | Sell |
4,219
-18
| -0.4% | -$2.68K | 0.23% | 122 |
|
|
2021
Q4 | $752K | Buy |
+4,237
| New | +$752K | 0.24% | 102 |
|