Halpern Financial’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $23.8K | Hold |
176
| – | – | 0.01% | 117 |
|
|
2024
Q2 | $18K | Sell |
176
-34
| -16% | -$3.47K | ﹤0.01% | 131 |
|
|
2024
Q1 | $16.4K | Hold |
210
| – | – | ﹤0.01% | 145 |
|
|
2023
Q4 | $19K | Hold |
210
| – | – | 0.01% | 147 |
|
|
2023
Q3 | $16.5K | Sell |
210
-24
| -10% | -$1.88K | 0.01% | 132 |
|
|
2023
Q2 | $19.6K | Sell |
234
-6
| -3% | -$503 | 0.01% | 117 |
|
|
2023
Q1 | $21.1K | Hold |
240
| – | – | 0.01% | 109 |
|
|
2022
Q4 | $24.1K | Hold |
240
| – | – | 0.01% | 110 |
|
|
2022
Q3 | $22.2K | Buy |
240
+24
| +11% | +$2.22K | 0.01% | 112 |
|
|
2022
Q2 | $23.4K | Hold |
216
| – | – | 0.01% | 114 |
|
|
2022
Q1 | $26.9K | Hold |
216
| – | – | 0.01% | 121 |
|
|
2021
Q4 | $32.2K | Sell |
216
-113
| -34% | -$16.8K | 0.01% | 107 |
|
|
2021
Q3 | $48.2K | Buy |
329
+196
| +147% | +$28.7K | 0.02% | 72 |
|
|
2021
Q2 | $22K | Hold |
133
| – | – | 0.01% | 95 |
|
|
2021
Q1 | $21.4K | Hold |
133
| – | – | 0.01% | 92 |
|
|
2020
Q4 | $19.4K | Hold |
133
| – | – | 0.01% | 85 |
|
|
2020
Q3 | $17.8K | Hold |
133
| – | – | 0.01% | 84 |
|
|
2020
Q2 | $17.3K | Hold |
133
| – | – | 0.01% | 78 |
|
|
2020
Q1 | $15.2K | Hold |
133
| – | – | 0.01% | 69 |
|
|
2019
Q4 | $19.6K | Buy |
+133
| New | +$19.6K | 0.02% | 83 |
|