HWM
HighMark Wealth Management’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.49M | Buy |
9,804
+1,110
| +13% | +$169K | 0.73% | 18 |
|
|
2025
Q1 | $1.28M | Buy |
8,694
+7
| +0.1% | +$1.03K | 0.75% | 18 |
|
|
2024
Q4 | $1.12M | Sell |
8,687
-1,094
| -11% | -$141K | 0.64% | 20 |
|
|
2024
Q3 | $1.34M | Buy |
9,781
+715
| +8% | +$97.7K | 0.73% | 20 |
|
|
2024
Q2 | $926K | Buy |
9,066
+1,530
| +20% | +$156K | 0.56% | 23 |
|
|
2024
Q1 | $799K | Sell |
7,536
-356
| -5% | -$37.8K | 0.5% | 25 |
|
|
2023
Q4 | $863K | Buy |
7,892
+406
| +5% | +$44.4K | 0.64% | 18 |
|
|
2023
Q3 | $701K | Sell |
7,486
-20
| -0.3% | -$1.87K | 0.58% | 20 |
|
|
2023
Q2 | $751K | Buy |
7,506
+305
| +4% | +$30.5K | 0.56% | 23 |
|
|
2023
Q1 | $757K | Buy |
7,201
+85
| +1% | +$8.94K | 0.59% | 23 |
|
|
2022
Q4 | $853K | Buy |
7,116
+28
| +0.4% | +$3.36K | 0.64% | 21 |
|
|
2022
Q3 | $783K | Hold |
7,088
| – | – | 0.67% | 18 |
|
|
2022
Q2 | $917K | Buy |
7,088
+23
| +0.3% | +$2.98K | 0.74% | 18 |
|
|
2022
Q1 | $1.05M | Buy |
7,065
+142
| +2% | +$21.1K | 0.7% | 16 |
|
|
2021
Q4 | $1.23M | Buy |
6,923
+111
| +2% | +$19.7K | 0.78% | 14 |
|
|
2021
Q3 | $1.2M | Buy |
6,812
+29
| +0.4% | +$5.09K | 0.88% | 13 |
|
|
2021
Q2 | $1.35M | Buy |
6,783
+14
| +0.2% | +$2.78K | 0.99% | 13 |
|
|
2021
Q1 | $1.3M | Buy |
6,769
+27
| +0.4% | +$5.2K | 1.04% | 13 |
|
|
2020
Q4 | $1.18M | Buy |
6,742
+283
| +4% | +$49.4K | 1.01% | 12 |
|
|
2020
Q3 | $1.04M | Sell |
6,459
-265
| -4% | -$42.5K | 0.93% | 13 |
|
|
2020
Q2 | $1.05M | Buy |
6,724
+43
| +0.6% | +$6.71K | 1.15% | 12 |
|
|
2020
Q1 | $911K | Buy |
6,681
+348
| +5% | +$47.5K | 1.1% | 12 |
|
|
2019
Q4 | $1.12M | Buy |
+6,333
| New | +$1.12M | 1.19% | 8 |
|