EWM
Evermay Wealth Management’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $145K | Hold |
950
| – | – | 0.02% | 229 |
|
|
2025
Q1 | $140K | Sell |
950
-150
| -14% | -$22K | 0.02% | 223 |
|
|
2024
Q4 | $142K | Hold |
1,100
| – | – | 0.02% | 222 |
|
|
2024
Q3 | $150K | Hold |
1,100
| – | – | 0.02% | 226 |
|
|
2024
Q2 | $112K | Sell |
1,100
-59
| -5% | -$6.03K | 0.02% | 255 |
|
|
2024
Q1 | $123K | Sell |
1,159
-208
| -15% | -$22.1K | 0.02% | 253 |
|
|
2023
Q4 | $149K | Sell |
1,367
-265
| -16% | -$29K | 0.03% | 203 |
|
|
2023
Q3 | $153K | Hold |
1,632
| – | – | 0.03% | 190 |
|
|
2023
Q2 | $163K | Sell |
1,632
-316
| -16% | -$31.6K | 0.03% | 196 |
|
|
2023
Q1 | $205K | Sell |
1,948
-59
| -3% | -$6.2K | 0.04% | 170 |
|
|
2022
Q4 | $241K | Sell |
2,007
-800
| -29% | -$95.9K | 0.05% | 151 |
|
|
2022
Q3 | $310K | Sell |
2,807
-375
| -12% | -$41.4K | 0.06% | 129 |
|
|
2022
Q2 | $412K | Sell |
3,182
-130
| -4% | -$16.8K | 0.08% | 104 |
|
|
2022
Q1 | $493K | Sell |
3,312
-89
| -3% | -$13.2K | 0.08% | 112 |
|
|
2021
Q4 | $604K | Sell |
3,401
-345
| -9% | -$61.3K | 0.11% | 78 |
|
|
2021
Q3 | $657K | Sell |
3,746
-2,703
| -42% | -$474K | 0.13% | 63 |
|
|
2021
Q2 | $1.28M | Sell |
6,449
-37
| -0.6% | -$7.35K | 0.24% | 40 |
|
|
2021
Q1 | $1.25M | Sell |
6,486
-61
| -0.9% | -$11.8K | 0.25% | 39 |
|
|
2020
Q4 | $1.14M | Sell |
6,547
-162
| -2% | -$28.3K | 0.25% | 38 |
|
|
2020
Q3 | $1.08M | Buy |
6,709
+35
| +0.5% | +$5.61K | 0.26% | 38 |
|
|
2020
Q2 | $1.04M | Buy |
6,674
+2,256
| +51% | +$352K | 0.27% | 39 |
|
|
2020
Q1 | $603K | Buy |
4,418
+1,015
| +30% | +$139K | 0.18% | 58 |
|
|
2019
Q4 | $600K | Buy |
3,403
+888
| +35% | +$157K | 0.15% | 76 |
|
|
2019
Q3 | $413K | Sell |
2,515
-235
| -9% | -$38.6K | 0.11% | 92 |
|
|
2019
Q2 | $477K | Sell |
2,750
-1,899
| -41% | -$329K | 0.13% | 78 |
|
|
2019
Q1 | $966K | Sell |
4,649
-185
| -4% | -$38.4K | 0.27% | 44 |
|
|
2018
Q4 | $921K | Sell |
4,834
-312
| -6% | -$59.4K | 0.3% | 40 |
|
|
2018
Q3 | $1.08M | Sell |
5,146
-200
| -4% | -$42.1K | 0.34% | 35 |
|
|
2018
Q2 | $1.05M | Sell |
5,346
-398
| -7% | -$78.3K | 0.35% | 34 |
|
|
2018
Q1 | $1.26M | Buy |
5,744
+1,595
| +38% | +$350K | 0.43% | 28 |
|
|
2017
Q4 | $977K | Buy |
4,149
+2,150
| +108% | +$506K | 0.36% | 35 |
|
|
2017
Q3 | $420K | Hold |
1,999
| – | – | 0.18% | 51 |
|
|
2017
Q2 | $416K | Hold |
1,999
| – | – | 0.18% | 45 |
|
|
2017
Q1 | $382K | Buy |
+1,999
| New | +$382K | 0.17% | 50 |
|
|
2015
Q3 | – | Sell |
-1,354
| Closed | -$209K | – | 83 |
|
|
2015
Q2 | $209K | Sell |
1,354
-25
| -2% | -$3.86K | 0.12% | 78 |
|
|
2015
Q1 | $227K | Hold |
1,379
| – | – | 0.13% | 77 |
|
|
2014
Q4 | $227K | Sell |
1,379
-81
| -6% | -$13.3K | 0.15% | 78 |
|
|
2014
Q3 | $207K | Buy |
1,460
+30
| +2% | +$4.25K | 0.18% | 79 |
|
|
2014
Q2 | $205K | Buy |
+1,430
| New | +$205K | 0.18% | 78 |
|