Evoke Wealth’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.08M | Buy |
13,650
+1,023
| +8% | +$156K | 0.05% | 139 |
|
|
2025
Q1 | $1.85M | Buy |
12,627
+425
| +3% | +$62.4K | 0.05% | 141 |
|
|
2024
Q4 | $1.58M | Buy |
12,202
+373
| +3% | +$48.2K | 0.04% | 151 |
|
|
2024
Q3 | $1.62M | Buy |
11,829
+3,701
| +46% | +$506K | 0.04% | 142 |
|
|
2024
Q2 | $831K | Sell |
8,128
-5,260
| -39% | -$537K | 0.98% | 18 |
|
|
2024
Q1 | $1.19M | Buy |
13,388
+3,668
| +38% | +$325K | 0.04% | 163 |
|
|
2023
Q4 | $888K | Buy |
9,720
+7,070
| +267% | +$646K | 1.44% | 11 |
|
|
2023
Q3 | $208K | Sell |
2,650
-1,032
| -28% | -$80.8K | 0.01% | 351 |
|
|
2023
Q2 | $308K | Sell |
3,682
-33
| -0.9% | -$2.76K | 0.01% | 283 |
|
|
2023
Q1 | $327K | Sell |
3,715
-3,346
| -47% | -$294K | 0.01% | 265 |
|
|
2022
Q4 | $708K | Sell |
7,061
-523
| -7% | -$52.4K | 0.03% | 185 |
|
|
2022
Q3 | $701K | Sell |
7,584
-46
| -0.6% | -$4.25K | 0.03% | 180 |
|
|
2022
Q2 | $826K | Sell |
7,630
-823
| -10% | -$89.1K | 0.03% | 174 |
|
|
2022
Q1 | $1.05M | Buy |
8,453
+7
| +0.1% | +$871 | 0.03% | 172 |
|
|
2021
Q4 | $1.25M | Buy |
8,446
+3
| +0% | +$445 | 0.04% | 156 |
|
|
2021
Q3 | $1.24M | Sell |
8,443
-253
| -3% | -$37.1K | 0.05% | 155 |
|
|
2021
Q2 | $1.44M | Sell |
8,696
-1,855
| -18% | -$308K | 0.05% | 139 |
|
|
2021
Q1 | $1.7M | Sell |
10,551
-1,337
| -11% | -$215K | 0.08% | 116 |
|
|
2020
Q4 | $1.74M | Buy |
11,888
+948
| +9% | +$139K | 0.12% | 59 |
|
|
2020
Q3 | $1.47M | Buy |
10,940
+31
| +0.3% | +$4.15K | 0.12% | 56 |
|
|
2020
Q2 | $1.42M | Sell |
10,909
-1,314
| -11% | -$171K | 0.14% | 46 |
|
|
2020
Q1 | $1.4M | Buy |
12,223
+6,921
| +131% | +$790K | 0.2% | 39 |
|
|
2019
Q4 | $782K | Sell |
5,302
-576
| -10% | -$85K | 0.1% | 91 |
|
|
2019
Q3 | $808K | Buy |
+5,878
| New | +$808K | 0.1% | 105 |
|