CWG
Cornerstone Wealth Group’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $214K | Buy |
+1,403
| New | +$214K | 0.02% | 304 |
|
|
2024
Q1 | – | Sell |
-39,340
| Closed | -$4.3M | – | 250 |
|
|
2023
Q4 | $4.3M | Sell |
39,340
-1,840
| -4% | -$201K | 0.62% | 50 |
|
|
2023
Q3 | $3.86M | Buy |
+41,180
| New | +$3.86M | 0.68% | 48 |
|
|
2022
Q3 | – | Sell |
-37,195
| Closed | -$4.81M | – | 140 |
|
|
2022
Q2 | $4.81M | Buy |
+37,195
| New | +$4.81M | 1.01% | 33 |
|
|
2022
Q1 | – | Sell |
-18,056
| Closed | -$3.21M | – | 154 |
|
|
2021
Q4 | $3.21M | Buy |
18,056
+801
| +5% | +$142K | 0.55% | 68 |
|
|
2021
Q3 | $3.03M | Buy |
17,255
+598
| +4% | +$105K | 0.53% | 67 |
|
|
2021
Q2 | $3.29M | Buy |
16,657
+597
| +4% | +$118K | 0.67% | 52 |
|
|
2021
Q1 | $3.23M | Buy |
16,060
+90
| +0.6% | +$18.1K | 0.66% | 53 |
|
|
2020
Q4 | $2.79M | Buy |
+15,970
| New | +$2.79M | 0.69% | 50 |
|
|
2020
Q1 | – | Sell |
-14,500
| Closed | -$2.56M | – | 138 |
|
|
2019
Q4 | $2.56M | Sell |
14,500
-28
| -0.2% | -$4.94K | 0.69% | 50 |
|
|
2019
Q3 | $2.39M | Buy |
14,528
+4,512
| +45% | +$742K | 0.6% | 52 |
|
|
2019
Q2 | $1.74M | Buy |
+10,016
| New | +$1.74M | 0.47% | 63 |
|