Golden State Wealth Management’s 3M MMM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $174K | Buy |
1,142
+519
| +83% | +$79.1K | 0.02% | 383 |
|
2025
Q1 | $91.6K | Sell |
623
-638
| -51% | -$93.8K | 0.01% | 467 |
|
2024
Q4 | $163K | Buy |
+1,261
| New | +$163K | 0.02% | 356 |
|
2022
Q1 | – | Sell |
-2,555
| Closed | -$379K | – | 340 |
|
2021
Q4 | $379K | Buy |
+2,555
| New | +$379K | 0.07% | 255 |
|
2020
Q3 | – | Sell |
-2,079
| Closed | -$271K | – | 446 |
|
2020
Q2 | $271K | Buy |
2,079
+256
| +14% | +$33.4K | 0.09% | 149 |
|
2020
Q1 | $208K | Buy |
+1,823
| New | +$208K | 0.09% | 152 |
|
2019
Q4 | – | Sell |
-1,219
| Closed | -$168K | – | 588 |
|
2019
Q3 | $168K | Sell |
1,219
-394
| -24% | -$54.3K | 0.06% | 224 |
|
2019
Q2 | $233K | Buy |
1,613
+464
| +40% | +$67K | 0.07% | 202 |
|
2019
Q1 | $200K | Buy |
+1,149
| New | +$200K | 0.07% | 224 |
|