Executive Wealth Management’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,071
| Closed | -$208K | – | 200 |
|
|
2022
Q4 | $208K | Buy |
+2,071
| New | +$208K | 0.03% | 185 |
|
|
2022
Q3 | – | Sell |
-1,859
| Closed | -$201K | – | 183 |
|
|
2022
Q2 | $201K | Sell |
1,859
-660
| -26% | -$71.4K | 0.03% | 175 |
|
|
2022
Q1 | $313K | Buy |
2,519
+1,035
| +70% | +$129K | 0.03% | 160 |
|
|
2021
Q4 | $220K | Sell |
1,484
-4
| -0.3% | -$593 | 0.02% | 181 |
|
|
2021
Q3 | $218K | Sell |
1,488
-78
| -5% | -$11.4K | 0.02% | 174 |
|
|
2021
Q2 | $260K | Sell |
1,566
-226
| -13% | -$37.5K | 0.03% | 167 |
|
|
2021
Q1 | $288K | Sell |
1,792
-118
| -6% | -$19K | 0.03% | 158 |
|
|
2020
Q4 | $279K | Sell |
1,910
-22
| -1% | -$3.21K | 0.03% | 146 |
|
|
2020
Q3 | $258K | Buy |
1,932
+20
| +1% | +$2.67K | 0.04% | 133 |
|
|
2020
Q2 | $249K | Sell |
1,912
-120
| -6% | -$15.6K | 0.04% | 121 |
|
|
2020
Q1 | $231K | Buy |
2,032
+185
| +10% | +$21K | 0.04% | 113 |
|
|
2019
Q4 | $272K | Buy |
1,847
+3
| +0.2% | +$442 | 0.04% | 128 |
|
|
2019
Q3 | $253K | Sell |
1,844
-22
| -1% | -$3.02K | 0.04% | 119 |
|
|
2019
Q2 | $270K | Buy |
1,866
+192
| +11% | +$27.8K | 0.04% | 141 |
|
|
2019
Q1 | $291K | Sell |
1,674
-207
| -11% | -$36K | 0.05% | 125 |
|
|
2018
Q4 | $300K | Buy |
+1,881
| New | +$300K | 0.05% | 123 |
|