Elk River Wealth Management’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $450K | Hold |
2,959
| – | – | 0.08% | 73 |
|
|
2025
Q1 | $435K | Sell |
2,959
-57
| -2% | -$8.37K | 0.08% | 72 |
|
|
2024
Q4 | $389K | Sell |
3,016
-79
| -3% | -$10.2K | 0.07% | 77 |
|
|
2024
Q3 | $423K | Hold |
3,095
| – | – | 0.08% | 75 |
|
|
2024
Q2 | $316K | Sell |
3,095
-607
| -16% | -$62K | 0.06% | 75 |
|
|
2024
Q1 | $328K | Hold |
3,702
| – | – | 0.07% | 78 |
|
|
2023
Q4 | $338K | Hold |
3,702
| – | – | 0.07% | 90 |
|
|
2023
Q3 | $290K | Sell |
3,702
-53
| -1% | -$4.15K | 0.06% | 88 |
|
|
2023
Q2 | $314K | Sell |
3,755
-216
| -5% | -$18.1K | 0.07% | 88 |
|
|
2023
Q1 | $349K | Sell |
3,971
-60
| -1% | -$5.27K | 0.08% | 87 |
|
|
2022
Q4 | $404K | Hold |
4,031
| – | – | 0.1% | 83 |
|
|
2022
Q3 | $372K | Sell |
4,031
-187
| -4% | -$17.3K | 0.1% | 80 |
|
|
2022
Q2 | $456K | Sell |
4,218
-20,344
| -83% | -$2.2M | 0.12% | 78 |
|
|
2022
Q1 | $3.06M | Sell |
24,562
-320
| -1% | -$39.8K | 0.67% | 47 |
|
|
2021
Q4 | $3.7M | Sell |
24,882
-73
| -0.3% | -$10.8K | 0.84% | 41 |
|
|
2021
Q3 | $3.66M | Buy |
24,955
+836
| +3% | +$123K | 0.93% | 37 |
|
|
2021
Q2 | $4.01M | Buy |
24,119
+476
| +2% | +$79.1K | 1.04% | 34 |
|
|
2021
Q1 | $3.81M | Buy |
23,643
+2,180
| +10% | +$351K | 1.08% | 32 |
|
|
2020
Q4 | $3.14M | Buy |
+21,463
| New | +$3.14M | 1.04% | 33 |
|