Destination Wealth Management’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,582
| Closed | -$235K | – | 203 |
|
|
2021
Q4 | $235K | Sell |
1,582
-61
| -4% | -$9.06K | 0.01% | 187 |
|
|
2021
Q3 | $241K | Buy |
1,643
+19
| +1% | +$2.79K | 0.01% | 165 |
|
|
2021
Q2 | $270K | Sell |
1,624
-264
| -14% | -$43.9K | 0.01% | 165 |
|
|
2021
Q1 | $304K | Sell |
1,888
-10
| -0.5% | -$1.61K | 0.01% | 152 |
|
|
2020
Q4 | $277K | Sell |
1,898
-96
| -5% | -$14K | 0.01% | 147 |
|
|
2020
Q3 | $267K | Buy |
1,994
+10
| +0.5% | +$1.34K | 0.01% | 129 |
|
|
2020
Q2 | $259K | Sell |
1,984
-238
| -11% | -$31.1K | 0.01% | 131 |
|
|
2020
Q1 | $254K | Buy |
2,222
+3
| +0.1% | +$343 | 0.02% | 146 |
|
|
2019
Q4 | $327K | Buy |
+2,219
| New | +$327K | 0.02% | 130 |
|
|
2019
Q3 | – | Sell |
-2,202
| Closed | -$319K | – | 361 |
|
|
2019
Q2 | $319K | Buy |
2,202
+71
| +3% | +$10.3K | 0.02% | 118 |
|
|
2019
Q1 | $370K | Buy |
2,131
+64
| +3% | +$11.1K | 0.02% | 120 |
|
|
2018
Q4 | $329K | Buy |
2,067
+92
| +5% | +$14.6K | 0.02% | 117 |
|
|
2018
Q3 | $348K | Buy |
1,975
+704
| +55% | +$124K | 0.02% | 125 |
|
|
2018
Q2 | $209K | Sell |
1,271
-973
| -43% | -$160K | 0.01% | 137 |
|
|
2018
Q1 | $412K | Sell |
2,244
-364
| -14% | -$66.8K | 0.03% | 118 |
|
|
2017
Q4 | $513K | Buy |
2,608
+86
| +3% | +$16.9K | 0.03% | 112 |
|
|
2017
Q3 | $443K | Buy |
2,522
+6
| +0.2% | +$1.05K | 0.03% | 116 |
|
|
2017
Q2 | $438K | Sell |
2,516
-244
| -9% | -$42.5K | 0.03% | 116 |
|
|
2017
Q1 | $442K | Buy |
2,760
+311
| +13% | +$49.8K | 0.03% | 114 |
|
|
2016
Q4 | $366K | Buy |
2,449
+559
| +30% | +$83.5K | 0.03% | 126 |
|
|
2016
Q3 | $278K | Sell |
1,890
-99
| -5% | -$14.6K | 0.02% | 139 |
|
|
2016
Q2 | $291K | Buy |
+1,989
| New | +$291K | 0.02% | 126 |
|
|
2015
Q3 | – | Sell |
-16,061
| Closed | -$2.07M | – | 183 |
|
|
2015
Q2 | $2.07M | Buy |
+16,061
| New | +$2.07M | 0.14% | 100 |
|