Doyle 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
Q3 | – | Sell |
-3,308
| Closed | -$358K | – | 211 |
|
|
2022
Q2 | $358K | Sell |
3,308
-18
| -0.5% | -$1.95K | 0.03% | 156 |
|
|
2022
Q1 | $414K | Sell |
3,326
-901
| -21% | -$112K | 0.03% | 164 |
|
|
2021
Q4 | $628K | Sell |
4,227
-132
| -3% | -$19.6K | 0.05% | 132 |
|
|
2021
Q3 | $639K | Buy |
4,359
+120
| +3% | +$17.6K | 0.05% | 127 |
|
|
2021
Q2 | $704K | Buy |
4,239
+67
| +2% | +$11.1K | 0.06% | 121 |
|
|
2021
Q1 | $672K | Sell |
4,172
-22
| -0.5% | -$3.54K | 0.06% | 123 |
|
|
2020
Q4 | $613K | Buy |
4,194
+1,095
| +35% | +$160K | 0.06% | 125 |
|
|
2020
Q3 | $415K | Buy |
3,099
+323
| +12% | +$43.3K | 0.05% | 134 |
|
|
2020
Q2 | $362K | Sell |
2,776
-355
| -11% | -$46.3K | 0.05% | 131 |
|
|
2020
Q1 | $357K | Sell |
3,131
-99
| -3% | -$11.3K | 0.06% | 125 |
|
|
2019
Q4 | $477K | Buy |
3,230
+21
| +0.7% | +$3.1K | 0.06% | 126 |
|
|
2019
Q3 | $441K | Buy |
3,209
+13
| +0.4% | +$1.79K | 0.06% | 127 |
|
|
2019
Q2 | $463K | Buy |
3,196
+214
| +7% | +$31K | 0.06% | 116 |
|
|
2019
Q1 | $438K | Buy |
2,982
+242
| +9% | +$35.5K | 0.06% | 118 |
|
|
2018
Q4 | $436K | Sell |
2,740
-855
| -24% | -$136K | 0.07% | 111 |
|
|
2018
Q3 | $633K | Sell |
3,595
-76
| -2% | -$13.4K | 0.1% | 93 |
|
|
2018
Q2 | $604K | Buy |
3,671
+155
| +4% | +$25.5K | 0.1% | 96 |
|
|
2018
Q1 | $645K | Buy |
3,516
+95
| +3% | +$17.4K | 0.11% | 86 |
|
|
2017
Q4 | $673K | Buy |
3,421
+241
| +8% | +$47.4K | 0.11% | 82 |
|
|
2017
Q3 | $558K | Hold |
3,180
| – | – | 0.1% | 87 |
|
|
2017
Q2 | $554K | Buy |
3,180
+31
| +1% | +$5.4K | 0.1% | 83 |
|
|
2017
Q1 | $504K | Buy |
+3,149
| New | +$504K | 0.1% | 81 |
|