ISWM
Independent Solutions Wealth Management’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-7,833
| Closed | -$1.15M | – | 185 |
|
|
2025
Q1 | $1.15M | Buy |
7,833
+6,174
| +372% | +$907K | 0.26% | 103 |
|
|
2024
Q4 | $214K | Sell |
1,659
-7,373
| -82% | -$952K | 0.05% | 165 |
|
|
2024
Q3 | $1.23M | Buy |
9,032
+267
| +3% | +$36.5K | 0.28% | 91 |
|
|
2024
Q2 | $896K | Sell |
8,765
-235
| -3% | -$24K | 0.21% | 104 |
|
|
2024
Q1 | $798K | Buy |
9,000
+843
| +10% | +$74.8K | 0.19% | 106 |
|
|
2023
Q4 | $892K | Buy |
8,157
+1,027
| +14% | +$112K | 0.23% | 102 |
|
|
2023
Q3 | $668K | Buy |
7,130
+1,799
| +34% | +$168K | 0.17% | 110 |
|
|
2023
Q2 | $534K | Buy |
5,331
+1,694
| +47% | +$170K | 0.13% | 122 |
|
|
2023
Q1 | $382K | Buy |
3,637
+548
| +18% | +$57.6K | 0.11% | 137 |
|
|
2022
Q4 | $370K | Buy |
3,089
+266
| +9% | +$31.9K | 0.11% | 143 |
|
|
2022
Q3 | $312K | Buy |
2,823
+428
| +18% | +$47.3K | 0.1% | 156 |
|
|
2022
Q2 | $310K | Buy |
2,395
+135
| +6% | +$17.5K | 0.1% | 160 |
|
|
2022
Q1 | $337K | Buy |
2,260
+74
| +3% | +$11K | 0.08% | 163 |
|
|
2021
Q4 | $388K | Sell |
2,186
-2,920
| -57% | -$519K | 0.09% | 156 |
|
|
2021
Q3 | $896K | Buy |
5,106
+364
| +8% | +$63.9K | 0.22% | 94 |
|
|
2021
Q2 | $942K | Buy |
4,742
+2,100
| +79% | +$417K | 0.23% | 94 |
|
|
2021
Q1 | $509K | Buy |
2,642
+257
| +11% | +$49.5K | 0.14% | 118 |
|
|
2020
Q4 | $417K | Sell |
2,385
-210
| -8% | -$36.7K | 0.13% | 121 |
|
|
2020
Q3 | $416K | Buy |
2,595
+261
| +11% | +$41.8K | 0.16% | 105 |
|
|
2020
Q2 | $364K | Sell |
2,334
-74
| -3% | -$11.5K | 0.16% | 110 |
|
|
2020
Q1 | $329K | Buy |
2,408
+46
| +2% | +$6.28K | 0.18% | 92 |
|
|
2019
Q4 | $417K | Buy |
+2,362
| New | +$417K | 0.18% | 102 |
|