Elwood & Goetz Wealth Advisory Group’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $260K | Sell |
1,708
-100
| -6% | -$15.2K | 0.06% | 97 |
|
|
2025
Q1 | $266K | Buy |
1,808
+100
| +6% | +$14.7K | 0.06% | 81 |
|
|
2024
Q4 | $220K | Hold |
1,708
| – | – | 0.05% | 94 |
|
|
2024
Q3 | $233K | Buy |
+1,708
| New | +$233K | 0.06% | 95 |
|
|
2023
Q1 | – | Sell |
-2,043
| Closed | -$205K | – | 66 |
|
|
2022
Q4 | $205K | Buy |
+2,043
| New | +$205K | 0.06% | 65 |
|
|
2022
Q3 | – | Sell |
-2,043
| Closed | -$221K | – | 64 |
|
|
2022
Q2 | $221K | Hold |
2,043
| – | – | 0.07% | 57 |
|
|
2022
Q1 | $254K | Hold |
2,043
| – | – | 0.08% | 58 |
|
|
2021
Q4 | $303K | Sell |
2,043
-134
| -6% | -$19.9K | 0.09% | 47 |
|
|
2021
Q3 | $319K | Buy |
2,177
+134
| +7% | +$19.6K | 0.11% | 43 |
|
|
2021
Q2 | $339K | Hold |
2,043
| – | – | 0.13% | 37 |
|
|
2021
Q1 | $329K | Hold |
2,043
| – | – | 0.14% | 39 |
|
|
2020
Q4 | $299K | Hold |
2,043
| – | – | 0.14% | 41 |
|
|
2020
Q3 | $274K | Hold |
2,043
| – | – | 0.15% | 34 |
|
|
2020
Q2 | $266K | Hold |
2,043
| – | – | 0.16% | 32 |
|
|
2020
Q1 | $233K | Hold |
2,043
| – | – | 0.17% | 29 |
|
|
2019
Q4 | $301K | Hold |
2,043
| – | – | 0.22% | 27 |
|
|
2019
Q3 | $281K | Hold |
2,043
| – | – | 0.22% | 29 |
|
|
2019
Q2 | $296K | Hold |
2,043
| – | – | 0.25% | 27 |
|
|
2019
Q1 | $355K | Hold |
2,043
| – | – | 0.33% | 21 |
|
|
2018
Q4 | $325K | Buy |
+2,043
| New | +$325K | 0.34% | 23 |
|