Connecticut 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 | $225K | Hold |
1,479
| – | – | 0.01% | 292 |
|
|
2025
Q1 | $217K | Buy |
+1,479
| New | +$217K | 0.01% | 288 |
|
|
2024
Q4 | – | Sell |
-1,579
| Closed | -$216K | – | 290 |
|
|
2024
Q3 | $216K | Buy |
+1,579
| New | +$216K | 0.01% | 308 |
|
|
2023
Q1 | – | Sell |
-2,751
| Closed | -$276K | – | 256 |
|
|
2022
Q4 | $276K | Buy |
2,751
+18
| +0.7% | +$1.81K | 0.02% | 163 |
|
|
2022
Q3 | $252K | Sell |
2,733
-753
| -22% | -$69.4K | 0.02% | 165 |
|
|
2022
Q2 | $377K | Buy |
3,486
+381
| +12% | +$41.2K | 0.03% | 133 |
|
|
2022
Q1 | $387K | Sell |
3,105
-38
| -1% | -$4.74K | 0.03% | 135 |
|
|
2021
Q4 | $467K | Sell |
3,143
-29
| -0.9% | -$4.31K | 0.04% | 124 |
|
|
2021
Q3 | $465K | Sell |
3,172
-60
| -2% | -$8.8K | 0.04% | 122 |
|
|
2021
Q2 | $537K | Sell |
3,232
-2,056
| -39% | -$342K | 0.05% | 117 |
|
|
2021
Q1 | $852K | Sell |
5,288
-77
| -1% | -$12.4K | 0.08% | 73 |
|
|
2020
Q4 | $784K | Sell |
5,365
-167
| -3% | -$24.4K | 0.08% | 90 |
|
|
2020
Q3 | $741K | Buy |
5,532
+1,242
| +29% | +$166K | 0.08% | 100 |
|
|
2020
Q2 | $560K | Buy |
4,290
+1,246
| +41% | +$163K | 0.07% | 83 |
|
|
2020
Q1 | $347K | Buy |
3,044
+3
| +0.1% | +$342 | 0.05% | 111 |
|
|
2019
Q4 | $449K | Buy |
3,041
+284
| +10% | +$41.9K | 0.05% | 113 |
|
|
2019
Q3 | $379K | Buy |
2,757
+33
| +1% | +$4.54K | 0.05% | 115 |
|
|
2019
Q2 | $395K | Buy |
2,724
+217
| +9% | +$31.5K | 0.05% | 110 |
|
|
2019
Q1 | $435K | Sell |
2,507
-35
| -1% | -$6.07K | 0.15% | 45 |
|
|
2018
Q4 | $405K | Sell |
2,542
-15
| -0.6% | -$2.39K | 0.18% | 43 |
|
|
2018
Q3 | $454K | Buy |
2,557
+1
| +0% | +$178 | 0.2% | 43 |
|
|
2018
Q2 | $418K | Hold |
2,556
| – | – | 0.2% | 40 |
|
|
2018
Q1 | $454K | Buy |
2,556
+98
| +4% | +$17.4K | 0.26% | 35 |
|
|
2017
Q4 | $493K | Sell |
2,458
-31
| -1% | -$6.22K | 0.26% | 33 |
|
|
2017
Q3 | $451K | Sell |
2,489
-354
| -12% | -$64.1K | 0.27% | 36 |
|
|
2017
Q2 | $500K | Sell |
2,843
-68
| -2% | -$12K | 0.3% | 34 |
|
|
2017
Q1 | $463K | Buy |
2,911
+1
| +0% | +$159 | 0.28% | 37 |
|
|
2016
Q4 | $433K | Buy |
2,910
+18
| +0.6% | +$2.68K | 0.28% | 35 |
|
|
2016
Q3 | $415K | Buy |
+2,892
| New | +$415K | 0.3% | 34 |
|