IWM
Integris Wealth Management’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $414K | Hold |
2,721
| – | – | 0.11% | 72 |
|
|
2025
Q1 | $400K | Hold |
2,721
| – | – | 0.11% | 65 |
|
|
2024
Q4 | $351K | Sell |
2,721
-259
| -9% | -$33.4K | 0.1% | 73 |
|
|
2024
Q3 | $407K | Buy |
2,980
+200
| +7% | +$27.3K | 0.11% | 60 |
|
|
2024
Q2 | $284K | Sell |
2,780
-123
| -4% | -$12.6K | 0.08% | 76 |
|
|
2024
Q1 | $308K | Hold |
2,903
| – | – | 0.09% | 71 |
|
|
2023
Q4 | $317K | Sell |
2,903
-412
| -12% | -$45K | 0.09% | 67 |
|
|
2023
Q3 | $310K | Buy |
3,315
+71
| +2% | +$6.65K | 0.1% | 65 |
|
|
2023
Q2 | $325K | Hold |
3,244
| – | – | 0.11% | 59 |
|
|
2023
Q1 | $341K | Hold |
3,244
| – | – | 0.13% | 58 |
|
|
2022
Q4 | $389K | Buy |
+3,244
| New | +$389K | 0.15% | 50 |
|