CFAM
Coury Firm Asset Management’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,035
| Closed | -$304K | – | 57 |
|
|
2023
Q2 | $304K | Buy |
3,035
+42
| +1% | +$4.2K | 0.44% | 38 |
|
|
2023
Q1 | $315K | Buy |
2,993
+288
| +11% | +$30.3K | 0.44% | 40 |
|
|
2022
Q4 | $324K | Sell |
2,705
-610
| -18% | -$73.2K | 0.48% | 34 |
|
|
2022
Q3 | $366K | Buy |
3,315
+3
| +0.1% | +$331 | 0.55% | 27 |
|
|
2022
Q2 | $429K | Buy |
3,312
+29
| +0.9% | +$3.76K | 0.57% | 25 |
|
|
2022
Q1 | $489K | Buy |
3,283
+294
| +10% | +$43.8K | 0.42% | 32 |
|
|
2021
Q4 | $531K | Buy |
+2,989
| New | +$531K | 0.4% | 35 |
|