CAM
CPA Asset Management’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,869
| Closed | -$314K | – | 78 |
|
|
2023
Q4 | $314K | Sell |
2,869
-929
| -24% | -$102K | 0.19% | 57 |
|
|
2023
Q3 | $356K | Hold |
3,798
| – | – | 0.25% | 53 |
|
|
2023
Q2 | $380K | Hold |
3,798
| – | – | 0.27% | 47 |
|
|
2023
Q1 | $399K | Hold |
3,798
| – | – | 0.3% | 46 |
|
|
2022
Q4 | $455K | Buy |
+3,798
| New | +$455K | 0.35% | 42 |
|