EWM
Echo Wealth Management’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $259K | Hold |
1,700
| – | – | 0.16% | 42 |
|
|
2025
Q1 | $250K | Hold |
1,700
| – | – | 0.17% | 44 |
|
|
2024
Q4 | $219K | Hold |
1,700
| – | – | 0.15% | 48 |
|
|
2024
Q3 | $230K | Buy |
+1,700
| New | +$230K | 0.16% | 45 |
|
|
2023
Q1 | – | Sell |
-1,821
| Closed | -$236K | – | 43 |
|
|
2022
Q4 | $236K | Hold |
1,821
| – | – | 0.25% | 39 |
|
|
2022
Q3 | $216K | Hold |
1,821
| – | – | 0.28% | 41 |
|
|
2022
Q2 | $237K | Buy |
1,821
+8
| +0.4% | +$1.04K | 0.32% | 40 |
|
|
2022
Q1 | $265K | Hold |
1,813
| – | – | 0.31% | 43 |
|
|
2021
Q4 | $322K | Sell |
1,813
-30
| -2% | -$5.33K | 0.37% | 41 |
|
|
2021
Q3 | $326K | Sell |
1,843
-80
| -4% | -$14.2K | 0.39% | 39 |
|
|
2021
Q2 | $381K | Hold |
1,923
| – | – | 0.49% | 38 |
|
|
2021
Q1 | $371K | Sell |
1,923
-260
| -12% | -$50.2K | 0.47% | 41 |
|
|
2020
Q4 | $382K | Buy |
+2,183
| New | +$382K | 0.5% | 35 |
|