Inspirion Wealth Advisors’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $267K | Sell |
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|
2023
Q2 | $327K | Sell |
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|
2023
Q1 | $449K | Sell |
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|
2022
Q4 | $512K | Sell |
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|
2022
Q3 | $802K | Buy |
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|
2022
Q2 | $692K | Buy |
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|
2022
Q1 | $794K | Sell |
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|
2021
Q4 | $1.02M | Buy |
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|
2021
Q3 | $997K | Buy |
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|
2021
Q2 | $1.13M | Buy |
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|
2021
Q1 | $957K | Buy |
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|
2020
Q4 | $840K | Buy |
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|
2020
Q3 | $746K | Sell |
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|
2020
Q2 | $731K | Buy |
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|
2020
Q1 | $636K | Sell |
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|
2019
Q4 | $1.2M | Sell |
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|
2019
Q3 | $1.18M | Buy |
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|
2019
Q2 | $1.23M | Buy |
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|
2019
Q1 | $800K | Buy |
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|
2018
Q4 | $733K | Buy |
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|
2018
Q3 | $652K | Buy |
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|
2018
Q2 | $590K | Buy |
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|
2018
Q1 | $636K | Hold |
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|
2017
Q4 | $682K | Hold |
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|
2017
Q3 | $608K | Hold |
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|
2017
Q2 | $603K | Hold |
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|
2017
Q1 | $554K | Hold |
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|
2016
Q4 | $517K | Hold |
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|
2016
Q3 | $511K | Hold |
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|
2016
Q2 | $507K | Buy |
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|
2016
Q1 | $316K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $200K | Hold |
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|
2015
Q1 | $214K | Hold |
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|
2014
Q4 | $213K | Buy |
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