FWM
Focused Wealth Management’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.27M | Buy |
8,318
+5
| +0.1% | +$761 | 0.15% | 61 |
|
|
2025
Q1 | $1.22M | Sell |
8,313
-76
| -0.9% | -$11.2K | 0.17% | 52 |
|
|
2024
Q4 | $1.08M | Buy |
8,389
+1
| +0% | +$129 | 0.15% | 57 |
|
|
2024
Q3 | $1.15M | Buy |
8,388
+6
| +0.1% | +$820 | 0.15% | 63 |
|
|
2024
Q2 | $857K | Sell |
8,382
-35
| -0.4% | -$3.58K | 0.12% | 65 |
|
|
2024
Q1 | $893K | Buy |
8,417
+21
| +0.3% | +$2.23K | 0.14% | 63 |
|
|
2023
Q4 | $918K | Buy |
8,396
+3
| +0% | +$328 | 0.15% | 59 |
|
|
2023
Q3 | $786K | Buy |
8,393
+1
| +0% | +$94 | 0.14% | 60 |
|
|
2023
Q2 | $840K | Buy |
8,392
+53
| +0.6% | +$5.31K | 0.15% | 59 |
|
|
2023
Q1 | $876K | Buy |
8,339
+3
| +0% | +$315 | 0.18% | 55 |
|
|
2022
Q4 | $1,000K | Buy |
8,336
+2
| +0% | +$240 | 0.2% | 56 |
|
|
2022
Q3 | $921K | Buy |
8,334
+2
| +0% | +$221 | 0.19% | 56 |
|
|
2022
Q2 | $1.08M | Buy |
8,332
+85
| +1% | +$11K | 0.2% | 61 |
|
|
2022
Q1 | $1.23M | Buy |
8,247
+1
| +0% | +$149 | 0.19% | 56 |
|
|
2021
Q4 | $1.47M | Buy |
8,246
+2
| +0% | +$355 | 0.23% | 47 |
|
|
2021
Q3 | $1.45M | Buy |
8,244
+2
| +0% | +$351 | 0.24% | 46 |
|
|
2021
Q2 | $1.64M | Buy |
8,242
+101
| +1% | +$20.1K | 0.27% | 42 |
|
|
2021
Q1 | $1.57M | Sell |
8,141
-19
| -0.2% | -$3.66K | 0.28% | 41 |
|
|
2020
Q4 | $1.43M | Sell |
8,160
-33
| -0.4% | -$5.77K | 0.28% | 44 |
|
|
2020
Q3 | $1.31M | Buy |
8,193
+1
| +0% | +$160 | 0.29% | 44 |
|
|
2020
Q2 | $1.28M | Sell |
8,192
-225
| -3% | -$35.1K | 0.3% | 45 |
|
|
2020
Q1 | $1.15M | Sell |
8,417
-242
| -3% | -$33K | 0.33% | 41 |
|
|
2019
Q4 | $1.53M | Sell |
8,659
-17
| -0.2% | -$3K | 0.36% | 42 |
|
|
2019
Q3 | $1.43M | Sell |
8,676
-41
| -0.5% | -$6.74K | 0.39% | 40 |
|
|
2019
Q2 | $1.51M | Sell |
8,717
-243
| -3% | -$42.1K | 0.4% | 41 |
|
|
2019
Q1 | $1.86M | Buy |
8,960
+1
| +0% | +$208 | 0.56% | 31 |
|
|
2018
Q4 | $1.71M | Buy |
8,959
+425
| +5% | +$81K | 0.58% | 34 |
|
|
2018
Q3 | $1.8M | Buy |
8,534
+6,802
| +393% | +$1.43M | 0.61% | 30 |
|
|
2018
Q2 | $341K | Sell |
1,732
-322
| -16% | -$63.4K | 0.12% | 102 |
|
|
2018
Q1 | $451K | Hold |
2,054
| – | – | 0.14% | 94 |
|
|
2017
Q4 | $483K | Sell |
2,054
-301
| -13% | -$70.8K | 0.15% | 86 |
|
|
2017
Q3 | $494K | Buy |
2,355
+270
| +13% | +$56.6K | 0.16% | 83 |
|
|
2017
Q2 | $434K | Sell |
2,085
-1
| -0% | -$208 | 0.16% | 85 |
|
|
2017
Q1 | $399K | Buy |
2,086
+2
| +0.1% | +$383 | 0.16% | 91 |
|
|
2016
Q4 | $372K | Buy |
2,084
+2
| +0.1% | +$357 | 0.16% | 86 |
|
|
2016
Q3 | $367K | Buy |
2,082
+3
| +0.1% | +$529 | 0.16% | 90 |
|
|
2016
Q2 | $364K | Sell |
2,079
-98
| -5% | -$17.2K | 0.17% | 85 |
|
|
2016
Q1 | $363K | Buy |
2,177
+104
| +5% | +$17.3K | 0.2% | 79 |
|
|
2015
Q4 | $312K | Buy |
2,073
+3
| +0.1% | +$452 | 0.18% | 81 |
|
|
2015
Q3 | $294K | Buy |
2,070
+2
| +0.1% | +$284 | 0.19% | 75 |
|
|
2015
Q2 | $319K | Buy |
2,068
+2
| +0.1% | +$309 | 0.2% | 76 |
|
|
2015
Q1 | $341K | Buy |
2,066
+2
| +0.1% | +$330 | 0.21% | 74 |
|
|
2014
Q4 | $339K | Buy |
2,064
+2
| +0.1% | +$328 | 0.24% | 71 |
|
|
2014
Q3 | $292K | Buy |
2,062
+377
| +22% | +$53.4K | 0.22% | 72 |
|
|
2014
Q2 | $241K | Buy |
1,685
+2
| +0.1% | +$286 | 0.19% | 78 |
|
|
2014
Q1 | $228K | Buy |
1,683
+2
| +0.1% | +$271 | 0.19% | 73 |
|
|
2013
Q4 | $236K | Buy |
1,681
+2
| +0.1% | +$281 | 0.2% | 77 |
|
|
2013
Q3 | $201K | Buy |
+1,679
| New | +$201K | 0.19% | 77 |
|