Financial Synergies Wealth Advisors’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-292
| Closed | -$25.9K | – | 297 |
|
|
2024
Q1 | $25.9K | Buy |
292
+236
| +421% | +$21K | ﹤0.01% | 170 |
|
|
2023
Q4 | $5.61K | Sell |
56
-3
| -5% | -$300 | ﹤0.01% | 213 |
|
|
2023
Q3 | $4.57K | Sell |
59
-18
| -23% | -$1.4K | ﹤0.01% | 268 |
|
|
2023
Q2 | $6.38K | Sell |
77
-16
| -17% | -$1.33K | ﹤0.01% | 251 |
|
|
2023
Q1 | $8.29K | Buy |
93
+37
| +66% | +$3.3K | ﹤0.01% | 240 |
|
|
2022
Q4 | $5.61K | Buy |
56
+1
| +2% | +$100 | ﹤0.01% | 213 |
|
|
2022
Q3 | $5.11K | Buy |
55
+25
| +83% | +$2.32K | ﹤0.01% | 187 |
|
|
2022
Q2 | $3.23K | Buy |
+30
| New | +$3.23K | ﹤0.01% | 209 |
|