IAG Wealth Partners’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $81.3K | Hold |
534
| – | – | 0.01% | 169 |
|
|
2025
Q1 | $78.4K | Hold |
534
| – | – | 0.01% | 163 |
|
|
2024
Q4 | $68.9K | Hold |
534
| – | – | 0.01% | 171 |
|
|
2024
Q3 | $73K | Sell |
534
-20
| -4% | -$2.73K | 0.01% | 159 |
|
|
2024
Q2 | $56.6K | Sell |
554
-204
| -27% | -$20.8K | 0.01% | 168 |
|
|
2024
Q1 | $67.2K | Hold |
758
| – | – | 0.01% | 143 |
|
|
2023
Q4 | $69.3K | Hold |
758
| – | – | 0.02% | 130 |
|
|
2023
Q3 | $59.4K | Hold |
758
| – | – | 0.02% | 138 |
|
|
2023
Q2 | $63.5K | Buy |
758
+189
| +33% | +$15.8K | 0.02% | 145 |
|
|
2023
Q1 | $50K | Sell |
569
-25
| -4% | -$2.2K | 0.01% | 146 |
|
|
2022
Q4 | $59.6K | Buy |
594
+1
| +0.2% | +$100 | 0.02% | 126 |
|
|
2022
Q3 | $55K | Hold |
593
| – | – | 0.02% | 118 |
|
|
2022
Q2 | $64K | Hold |
593
| – | – | 0.02% | 108 |
|
|
2022
Q1 | $74K | Hold |
593
| – | – | 0.02% | 109 |
|
|
2021
Q4 | $88K | Buy |
593
+84
| +17% | +$12.5K | 0.03% | 96 |
|
|
2021
Q3 | $75K | Hold |
509
| – | – | 0.03% | 97 |
|
|
2021
Q2 | $85K | Buy |
509
+119
| +31% | +$19.9K | 0.03% | 83 |
|
|
2021
Q1 | $63K | Buy |
+390
| New | +$63K | 0.02% | 99 |
|