JWM
Janiczek Wealth Management’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $32.8K | Sell |
321
-12
| -4% | -$1.23K | 0.01% | 472 |
|
|
2024
Q1 | $35.3K | Sell |
333
-195
| -37% | -$20.7K | 0.01% | 468 |
|
|
2023
Q4 | $57.7K | Sell |
528
-1,302
| -71% | -$142K | 0.01% | 366 |
|
|
2023
Q3 | $171K | Sell |
1,830
-764
| -29% | -$71.5K | 0.05% | 160 |
|
|
2023
Q2 | $260K | Buy |
2,594
+778
| +43% | +$77.9K | 0.07% | 106 |
|
|
2023
Q1 | $192K | Sell |
1,816
-937
| -34% | -$99.1K | 0.05% | 121 |
|
|
2022
Q4 | $356K | Buy |
2,753
+370
| +16% | +$47.9K | 0.1% | 71 |
|
|
2022
Q3 | $258K | Buy |
2,383
+6
| +0.3% | +$650 | 0.08% | 80 |
|
|
2022
Q2 | $340K | Buy |
2,377
+471
| +25% | +$67.4K | 0.1% | 64 |
|
|
2022
Q1 | $284K | Buy |
1,906
+330
| +21% | +$49.2K | 0.08% | 79 |
|
|
2021
Q4 | $280K | Sell |
1,576
-77
| -5% | -$13.7K | 0.08% | 82 |
|
|
2021
Q3 | $290K | Sell |
1,653
-29
| -2% | -$5.09K | 0.1% | 62 |
|
|
2021
Q2 | $334K | Buy |
1,682
+43
| +3% | +$8.54K | 0.12% | 53 |
|
|
2021
Q1 | $316K | Buy |
1,639
+218
| +15% | +$42K | 0.13% | 48 |
|
|
2020
Q4 | $248K | Buy |
1,421
+143
| +11% | +$25K | 0.12% | 45 |
|
|
2020
Q3 | $205K | Buy |
1,278
+1,264
| +9,029% | +$203K | 0.11% | 43 |
|
|
2020
Q2 | $2K | Buy |
+14
| New | +$2K | ﹤0.01% | 291 |
|
|
2018
Q3 | – | Sell |
-7
| Closed | -$1K | – | 162 |
|
|
2018
Q2 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 151 |
|