EWM
Empirical Wealth Management’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $844K | Buy |
5,546
+711
| +15% | +$108K | 0.02% | 331 |
|
|
2025
Q1 | $710K | Buy |
4,835
+2,653
| +122% | +$390K | 0.02% | 346 |
|
|
2024
Q4 | $282K | Sell |
2,182
-322
| -13% | -$41.6K | 0.01% | 513 |
|
|
2024
Q3 | $342K | Sell |
2,504
-1,066
| -30% | -$146K | 0.01% | 440 |
|
|
2024
Q2 | $365K | Buy |
+3,570
| New | +$365K | 0.01% | 418 |
|
|
2024
Q1 | – | Sell |
-2,087
| Closed | -$228K | – | 538 |
|
|
2023
Q4 | $228K | Sell |
2,087
-262
| -11% | -$28.6K | 0.01% | 445 |
|
|
2023
Q3 | $220K | Sell |
2,349
-1,216
| -34% | -$114K | 0.01% | 429 |
|
|
2023
Q2 | $357K | Buy |
3,565
+841
| +31% | +$84.2K | 0.01% | 349 |
|
|
2023
Q1 | $286K | Sell |
2,724
-705
| -21% | -$74.1K | 0.01% | 397 |
|
|
2022
Q4 | $411K | Sell |
3,429
-35
| -1% | -$4.2K | 0.02% | 336 |
|
|
2022
Q3 | $383K | Sell |
3,464
-430
| -11% | -$47.5K | 0.02% | 337 |
|
|
2022
Q2 | $504K | Sell |
3,894
-2,638
| -40% | -$341K | 0.03% | 293 |
|
|
2022
Q1 | $972K | Buy |
6,532
+977
| +18% | +$145K | 0.05% | 218 |
|
|
2021
Q4 | $987K | Buy |
5,555
+1,425
| +35% | +$253K | 0.05% | 217 |
|
|
2021
Q3 | $724K | Sell |
4,130
-847
| -17% | -$148K | 0.04% | 237 |
|
|
2021
Q2 | $989K | Buy |
4,977
+834
| +20% | +$166K | 0.06% | 190 |
|
|
2021
Q1 | $798K | Buy |
4,143
+262
| +7% | +$50.5K | 0.06% | 187 |
|
|
2020
Q4 | $678K | Buy |
3,881
+348
| +10% | +$60.8K | 0.05% | 199 |
|
|
2020
Q3 | $566K | Sell |
3,533
-1,758
| -33% | -$282K | 0.05% | 194 |
|
|
2020
Q2 | $825K | Buy |
5,291
+1
| +0% | +$156 | 0.08% | 145 |
|
|
2020
Q1 | $722K | Buy |
5,290
+801
| +18% | +$109K | 0.08% | 137 |
|
|
2019
Q4 | $792K | Buy |
4,489
+396
| +10% | +$69.9K | 0.09% | 139 |
|
|
2019
Q3 | $673K | Buy |
4,093
+303
| +8% | +$49.8K | 0.08% | 138 |
|
|
2019
Q2 | $657K | Sell |
3,790
-126
| -3% | -$21.8K | 0.09% | 129 |
|
|
2019
Q1 | $814K | Buy |
3,916
+1,778
| +83% | +$370K | 0.12% | 107 |
|
|
2018
Q4 | $407K | Buy |
2,138
+562
| +36% | +$107K | 0.07% | 136 |
|
|
2018
Q3 | $332K | Sell |
1,576
-132
| -8% | -$27.8K | 0.06% | 155 |
|
|
2018
Q2 | $336K | Buy |
1,708
+150
| +10% | +$29.5K | 0.06% | 138 |
|
|
2018
Q1 | $342K | Buy |
1,558
+320
| +26% | +$70.2K | 0.07% | 122 |
|
|
2017
Q4 | $291K | Buy |
+1,238
| New | +$291K | 0.06% | 118 |
|
|
2017
Q2 | – | Sell |
-1,264
| Closed | -$242K | – | 135 |
|
|
2017
Q1 | $242K | Sell |
1,264
-1,294
| -51% | -$248K | 0.06% | 116 |
|
|
2016
Q4 | $457K | Sell |
2,558
-743
| -23% | -$133K | 0.11% | 80 |
|
|
2016
Q3 | $582K | Buy |
3,301
+1,437
| +77% | +$253K | 0.15% | 63 |
|
|
2016
Q2 | $326K | Sell |
1,864
-207
| -10% | -$36.2K | 0.09% | 86 |
|
|
2016
Q1 | $345K | Sell |
2,071
-1,614
| -44% | -$269K | 0.08% | 83 |
|
|
2015
Q4 | $555K | Sell |
3,685
-1,093
| -23% | -$165K | 0.14% | 68 |
|
|
2015
Q3 | $677K | Hold |
4,778
| – | – | 0.16% | 67 |
|
|
2015
Q2 | $737K | Buy |
4,778
+1,105
| +30% | +$170K | 0.17% | 56 |
|
|
2015
Q1 | $606K | Sell |
3,673
-844
| -19% | -$139K | 0.15% | 62 |
|
|
2014
Q4 | $742K | Buy |
4,517
+110
| +2% | +$18.1K | 0.18% | 57 |
|
|
2014
Q3 | $624K | Hold |
4,407
| – | – | 0.15% | 62 |
|
|
2014
Q2 | $631K | Hold |
4,407
| – | – | 0.16% | 60 |
|
|
2014
Q1 | $598K | Sell |
4,407
-37
| -0.8% | -$5.02K | 0.16% | 62 |
|
|
2013
Q4 | $623K | Hold |
4,444
| – | – | 0.18% | 53 |
|
|
2013
Q3 | $531K | Buy |
4,444
+31
| +0.7% | +$3.7K | 0.17% | 56 |
|
|
2013
Q2 | $483K | Buy |
+4,413
| New | +$483K | 0.16% | 56 |
|