CreativeOne Wealth’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.86M | Buy |
18,799
+2,134
| +13% | +$325K | 0.08% | 249 |
|
|
2025
Q1 | $2.45M | Buy |
16,665
+153
| +0.9% | +$22.5K | 0.07% | 261 |
|
|
2024
Q4 | $2.13M | Buy |
16,512
+3,079
| +23% | +$397K | 0.07% | 277 |
|
|
2024
Q3 | $1.84M | Buy |
13,433
+4,605
| +52% | +$629K | 0.06% | 288 |
|
|
2024
Q2 | $902K | Sell |
8,828
-195
| -2% | -$19.9K | 0.05% | 351 |
|
|
2024
Q1 | $800K | Buy |
9,023
+3,071
| +52% | +$272K | 0.03% | 431 |
|
|
2023
Q4 | $544K | Buy |
5,952
+1,826
| +44% | +$167K | 0.03% | 352 |
|
|
2023
Q3 | $323K | Sell |
4,126
-2,747
| -40% | -$215K | 0.02% | 426 |
|
|
2023
Q2 | $576K | Buy |
6,873
+1,858
| +37% | +$156K | 0.03% | 456 |
|
|
2023
Q1 | $441K | Sell |
5,015
-497
| -9% | -$43.7K | 0.02% | 504 |
|
|
2022
Q4 | $553K | Sell |
5,512
-265
| -5% | -$26.6K | 0.03% | 400 |
|
|
2022
Q3 | $534K | Sell |
5,777
-4,456
| -44% | -$412K | 0.03% | 386 |
|
|
2022
Q2 | $1.11M | Buy |
10,233
+4,645
| +83% | +$502K | 0.06% | 244 |
|
|
2022
Q1 | $696K | Sell |
5,588
-202
| -3% | -$25.2K | 0.04% | 345 |
|
|
2021
Q4 | $860K | Buy |
5,790
+3,093
| +115% | +$459K | 0.04% | 320 |
|
|
2021
Q3 | $396K | Buy |
2,697
+43
| +2% | +$6.31K | 0.02% | 469 |
|
|
2021
Q2 | $441K | Buy |
2,654
+325
| +14% | +$54K | 0.03% | 418 |
|
|
2021
Q1 | $375K | Buy |
2,329
+399
| +21% | +$64.2K | 0.03% | 399 |
|
|
2020
Q4 | $282K | Buy |
+1,930
| New | +$282K | 0.02% | 382 |
|
|
2018
Q2 | – | Sell |
-1,213
| Closed | -$223K | – | 63 |
|
|
2018
Q1 | $223K | Buy |
+1,213
| New | +$223K | 0.11% | 50 |
|