Jeppson Wealth Management’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $521K | Sell |
3,425
-400
| -10% | -$60.9K | 0.18% | 117 |
|
|
2025
Q1 | $562K | Sell |
3,825
-400
| -9% | -$58.7K | 0.21% | 109 |
|
|
2024
Q4 | $545K | Sell |
4,225
-3
| -0.1% | -$387 | 0.2% | 115 |
|
|
2024
Q3 | $578K | Sell |
4,228
-525
| -11% | -$71.8K | 0.21% | 110 |
|
|
2024
Q2 | $486K | Sell |
4,753
-973
| -17% | -$99.4K | 0.19% | 116 |
|
|
2024
Q1 | $508K | Sell |
5,726
-675
| -11% | -$59.9K | 0.2% | 112 |
|
|
2023
Q4 | $585K | Sell |
6,401
-560
| -8% | -$51.2K | 0.24% | 99 |
|
|
2023
Q3 | $545K | Buy |
6,961
+2,355
| +51% | +$184K | 0.25% | 98 |
|
|
2023
Q2 | $385K | Sell |
4,606
-1,546
| -25% | -$129K | 0.17% | 124 |
|
|
2023
Q1 | $541K | Buy |
6,152
+457
| +8% | +$40.2K | 0.24% | 105 |
|
|
2022
Q4 | $571K | Sell |
5,695
-1,476
| -21% | -$148K | 0.24% | 97 |
|
|
2022
Q3 | $663K | Buy |
7,171
+788
| +12% | +$72.9K | 0.3% | 74 |
|
|
2022
Q2 | $691K | Buy |
6,383
+3,151
| +97% | +$341K | 0.3% | 77 |
|
|
2022
Q1 | $402K | Buy |
3,232
+1,562
| +94% | +$194K | 0.19% | 108 |
|
|
2021
Q4 | $248K | Sell |
1,670
-119
| -7% | -$17.7K | 0.12% | 136 |
|
|
2021
Q3 | $262K | Hold |
1,789
| – | – | 0.14% | 126 |
|
|
2021
Q2 | $297K | Buy |
1,789
+119
| +7% | +$19.8K | 0.16% | 112 |
|
|
2021
Q1 | $268K | Hold |
1,670
| – | – | 0.16% | 119 |
|
|
2020
Q4 | $244K | Buy |
1,670
+120
| +8% | +$17.5K | 0.16% | 117 |
|
|
2020
Q3 | $208K | Buy |
+1,550
| New | +$208K | 0.16% | 112 |
|