Congress 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 | $4.33M | Buy |
28,458
+4,972
| +21% | +$757K | 0.04% | 420 |
|
|
2025
Q1 | $3.49M | Buy |
23,486
+13,385
| +133% | +$1.99M | 0.04% | 382 |
|
|
2024
Q4 | $1.3M | Buy |
10,101
+641
| +7% | +$82.8K | 0.02% | 476 |
|
|
2024
Q3 | $1.29M | Buy |
9,460
+3,500
| +59% | +$479K | 0.02% | 477 |
|
|
2024
Q2 | $609K | Sell |
5,960
-1,483
| -20% | -$152K | 0.01% | 506 |
|
|
2024
Q1 | $660K | Sell |
7,443
-2,823
| -27% | -$250K | 0.01% | 420 |
|
|
2023
Q4 | $939K | Sell |
10,266
-1,960
| -16% | -$179K | 0.02% | 401 |
|
|
2023
Q3 | $957K | Sell |
12,226
-444
| -4% | -$34.8K | 0.02% | 383 |
|
|
2023
Q2 | $1.06M | Buy |
12,670
+517
| +4% | +$43.3K | 0.02% | 333 |
|
|
2023
Q1 | $1.07M | Sell |
12,153
-29
| -0.2% | -$2.55K | 0.03% | 329 |
|
|
2022
Q4 | $1.22M | Sell |
12,182
-442
| -4% | -$44.3K | 0.03% | 318 |
|
|
2022
Q3 | $1.17M | Sell |
12,624
-288
| -2% | -$26.6K | 0.03% | 325 |
|
|
2022
Q2 | $1.4M | Sell |
12,912
-85
| -0.7% | -$9.2K | 0.04% | 309 |
|
|
2022
Q1 | $1.62M | Buy |
12,997
+1,451
| +13% | +$181K | 0.04% | 306 |
|
|
2021
Q4 | $1.71M | Buy |
+11,546
| New | +$1.71M | 0.03% | 317 |
|