CWS Financial Advisors’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $271K | Buy |
1,778
+1
| +0.1% | +$152 | 0.08% | 115 |
|
|
2025
Q1 | $261K | Hold |
1,777
| – | – | 0.08% | 112 |
|
|
2024
Q4 | $229K | Hold |
1,777
| – | – | 0.07% | 119 |
|
|
2024
Q3 | $243K | Buy |
+1,777
| New | +$243K | 0.09% | 102 |
|
|
2024
Q1 | – | Sell |
-2,521
| Closed | -$230K | – | 133 |
|
|
2023
Q4 | $230K | Sell |
2,521
-214
| -8% | -$19.6K | 0.09% | 133 |
|
|
2023
Q3 | $214K | Buy |
+2,735
| New | +$214K | 0.09% | 133 |
|
|
2023
Q1 | – | Sell |
-5,808
| Closed | -$936K | – | 153 |
|
|
2022
Q4 | $936K | Buy |
+5,808
| New | +$936K | 0.4% | 38 |
|
|
2022
Q3 | – | Sell |
-3,941
| Closed | -$426K | – | 159 |
|
|
2022
Q2 | $426K | Sell |
3,941
-1,982
| -33% | -$214K | 0.19% | 88 |
|
|
2022
Q1 | $737K | Sell |
5,923
-431
| -7% | -$53.6K | 0.28% | 63 |
|
|
2021
Q4 | $944K | Buy |
+6,354
| New | +$944K | 0.33% | 52 |
|
|
2021
Q2 | $969K | Buy |
5,832
+24
| +0.4% | +$3.99K | 0.39% | 39 |
|
|
2021
Q1 | $936K | Buy |
5,808
+299
| +5% | +$48.2K | 0.4% | 38 |
|
|
2020
Q4 | $805K | Hold |
5,509
| – | – | 0.47% | 44 |
|
|
2020
Q3 | $738K | Hold |
5,509
| – | – | 0.49% | 39 |
|
|
2020
Q2 | $718K | Buy |
5,509
+544
| +11% | +$70.9K | 0.52% | 38 |
|
|
2020
Q1 | $732K | Hold |
4,965
| – | – | 0.54% | 26 |
|
|
2019
Q4 | $732K | Buy |
+4,965
| New | +$732K | 0.53% | 26 |
|