Horizon Wealth Management’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,224
| Closed | -$295K | – | 93 |
|
|
2023
Q4 | $295K | Buy |
3,224
+31
| +1% | +$2.83K | 0.08% | 59 |
|
|
2023
Q3 | $250K | Buy |
3,193
+31
| +1% | +$2.43K | 0.1% | 61 |
|
|
2023
Q2 | $265K | Buy |
3,162
+28
| +0.9% | +$2.34K | 0.1% | 61 |
|
|
2023
Q1 | $275K | Buy |
3,134
+447
| +17% | +$39.3K | 0.21% | 52 |
|
|
2022
Q4 | $269K | Buy |
2,687
+4
| +0.1% | +$401 | 0.22% | 50 |
|
|
2022
Q3 | $248K | Sell |
2,683
-1,198
| -31% | -$111K | 0.18% | 51 |
|
|
2022
Q2 | $420K | Sell |
3,881
-237
| -6% | -$25.6K | 0.17% | 56 |
|
|
2022
Q1 | $513K | Sell |
4,118
-3,309
| -45% | -$412K | 0.16% | 56 |
|
|
2021
Q4 | $1.1M | Buy |
+7,427
| New | +$1.1M | 0.32% | 39 |
|