HWMG
Hurlow Wealth Management Group’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $217K | Hold |
1,429
| – | – | 0.06% | 121 |
|
|
2025
Q1 | $210K | Buy |
+1,429
| New | +$210K | 0.07% | 119 |
|
|
2023
Q4 | – | Sell |
-3,402
| Closed | -$318K | – | 112 |
|
|
2023
Q3 | $318K | Sell |
3,402
-26
| -0.8% | -$2.43K | 0.14% | 80 |
|
|
2023
Q2 | $343K | Sell |
3,428
-401
| -10% | -$40.1K | 0.15% | 76 |
|
|
2023
Q1 | $402K | Sell |
3,829
-8
| -0.2% | -$841 | 0.19% | 67 |
|
|
2022
Q4 | $460K | Buy |
3,837
+23
| +0.6% | +$2.76K | 0.24% | 57 |
|
|
2022
Q3 | $421K | Sell |
3,814
-42
| -1% | -$4.64K | 0.25% | 57 |
|
|
2022
Q2 | $499K | Buy |
3,856
+29
| +0.8% | +$3.75K | 0.29% | 49 |
|
|
2022
Q1 | $570K | Sell |
3,827
-80
| -2% | -$11.9K | 0.35% | 43 |
|
|
2021
Q4 | $686K | Buy |
3,907
+50
| +1% | +$8.78K | 0.54% | 32 |
|
|
2021
Q3 | $677K | Hold |
3,857
| – | – | 0.4% | 37 |
|
|
2021
Q2 | $766K | Sell |
3,857
-1,050
| -21% | -$209K | 0.5% | 31 |
|
|
2021
Q1 | $945K | Hold |
4,907
| – | – | 0.68% | 25 |
|
|
2020
Q4 | $858K | Buy |
4,907
+1,000
| +26% | +$175K | 0.67% | 25 |
|
|
2020
Q3 | $626K | Sell |
3,907
-250
| -6% | -$40.1K | 0.57% | 32 |
|
|
2020
Q2 | $644K | Buy |
4,157
+250
| +6% | +$38.7K | 0.62% | 28 |
|
|
2020
Q1 | $567K | Sell |
3,907
-185
| -5% | -$26.8K | 0.61% | 31 |
|
|
2019
Q4 | $734K | Hold |
4,092
| – | – | 0.72% | 27 |
|
|
2019
Q3 | $657K | Hold |
4,092
| – | – | 0.7% | 29 |
|
|
2019
Q2 | $719K | Hold |
4,092
| – | – | 0.76% | 28 |
|
|
2019
Q1 | $775K | Sell |
4,092
-18
| -0.4% | -$3.41K | 0.83% | 26 |
|
|
2018
Q4 | $794K | Buy |
+4,110
| New | +$794K | 0.96% | 24 |
|