IWC
Integrated Wealth Concepts’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.92M | Sell |
32,311
-8,491
| -21% | -$1.29M | 0.05% | 338 |
|
|
2025
Q1 | $5.99M | Sell |
40,802
-1,549
| -4% | -$227K | 0.07% | 276 |
|
|
2024
Q4 | $5.47M | Buy |
42,351
+1,306
| +3% | +$169K | 0.06% | 276 |
|
|
2024
Q3 | $5.61M | Sell |
41,045
-625
| -1% | -$85.4K | 0.07% | 263 |
|
|
2024
Q2 | $4.26M | Sell |
41,670
-1,251
| -3% | -$128K | 0.06% | 297 |
|
|
2024
Q1 | $4.55M | Buy |
42,921
+1,519
| +4% | +$161K | 0.07% | 283 |
|
|
2023
Q4 | $4.53M | Sell |
41,402
-3,919
| -9% | -$428K | 0.07% | 254 |
|
|
2023
Q3 | $4.24M | Buy |
45,321
+4,983
| +12% | +$467K | 0.07% | 254 |
|
|
2023
Q2 | $4.04M | Buy |
40,338
+1,863
| +5% | +$186K | 0.07% | 262 |
|
|
2023
Q1 | $4.04M | Buy |
38,475
+28,296
| +278% | +$2.97M | 0.08% | 228 |
|
|
2022
Q4 | $1.22M | Sell |
10,179
-989
| -9% | -$119K | 0.03% | 428 |
|
|
2022
Q3 | $1.23M | Sell |
11,168
-254
| -2% | -$28.1K | 0.04% | 380 |
|
|
2022
Q2 | $1.48M | Buy |
11,422
+2,537
| +29% | +$328K | 0.05% | 342 |
|
|
2022
Q1 | $1.32M | Sell |
8,885
-1,418
| -14% | -$211K | 0.04% | 337 |
|
|
2021
Q4 | $1.83M | Buy |
10,303
+174
| +2% | +$30.9K | 0.05% | 279 |
|
|
2021
Q3 | $1.78M | Buy |
10,129
+2,070
| +26% | +$363K | 0.06% | 262 |
|
|
2021
Q2 | $1.6M | Buy |
8,059
+1,067
| +15% | +$212K | 0.06% | 254 |
|
|
2021
Q1 | $1.35M | Sell |
6,992
-939
| -12% | -$181K | 0.06% | 247 |
|
|
2020
Q4 | $1.39M | Buy |
7,931
+858
| +12% | +$150K | 0.07% | 197 |
|
|
2020
Q3 | $1.13M | Buy |
7,073
+1,589
| +29% | +$255K | 0.07% | 195 |
|
|
2020
Q2 | $855K | Buy |
5,484
+2,530
| +86% | +$394K | 0.06% | 198 |
|
|
2020
Q1 | $403K | Buy |
2,954
+1,044
| +55% | +$142K | 0.04% | 264 |
|
|
2019
Q4 | $337K | Sell |
1,910
-209
| -10% | -$36.9K | 0.03% | 346 |
|
|
2019
Q3 | $348K | Sell |
2,119
-50
| -2% | -$8.21K | 0.04% | 278 |
|
|
2019
Q2 | $360K | Buy |
2,169
+198
| +10% | +$32.9K | 0.05% | 239 |
|
|
2019
Q1 | $410K | Buy |
1,971
+105
| +6% | +$21.8K | 0.07% | 193 |
|
|
2018
Q4 | $355K | Sell |
1,866
-230
| -11% | -$43.8K | 0.1% | 164 |
|
|
2018
Q3 | $445K | Buy |
2,096
+161
| +8% | +$34.2K | 0.13% | 130 |
|
|
2018
Q2 | $378K | Buy |
1,935
+128
| +7% | +$25K | 0.13% | 135 |
|
|
2018
Q1 | $384K | Buy |
1,807
+99
| +6% | +$21K | 0.15% | 122 |
|
|
2017
Q4 | $410K | Buy |
+1,708
| New | +$410K | 0.18% | 108 |
|