JWM
JGP Wealth Management’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $390K | Buy |
2,564
+100
| +4% | +$15.2K | 0.05% | 149 |
|
|
2025
Q1 | $362K | Sell |
2,464
-5,865
| -70% | -$861K | 0.05% | 143 |
|
|
2024
Q4 | $1.08M | Sell |
8,329
-25
| -0.3% | -$3.23K | 0.14% | 90 |
|
|
2024
Q3 | $1.14M | Buy |
8,354
+20
| +0.2% | +$2.73K | 0.15% | 83 |
|
|
2024
Q2 | $852K | Hold |
8,334
| – | – | 0.12% | 91 |
|
|
2024
Q1 | $884K | Buy |
8,334
+1,208
| +17% | +$128K | 0.13% | 92 |
|
|
2023
Q4 | $779K | Buy |
7,126
+1
| +0% | +$109 | 0.12% | 101 |
|
|
2023
Q3 | $667K | Sell |
7,125
-936
| -12% | -$87.6K | 0.11% | 99 |
|
|
2023
Q2 | $807K | Buy |
8,061
+7
| +0.1% | +$701 | 0.13% | 91 |
|
|
2023
Q1 | $847K | Buy |
8,054
+4,526
| +128% | +$476K | 0.15% | 84 |
|
|
2022
Q4 | $423K | Buy |
3,528
+41
| +1% | +$4.92K | 0.08% | 117 |
|
|
2022
Q3 | $375K | Buy |
3,487
+955
| +38% | +$103K | 0.08% | 114 |
|
|
2022
Q2 | $329K | Buy |
2,532
+4
| +0.2% | +$520 | 0.07% | 121 |
|
|
2022
Q1 | $379K | Sell |
2,528
-11
| -0.4% | -$1.65K | 0.07% | 120 |
|
|
2021
Q4 | $456K | Buy |
2,539
+3
| +0.1% | +$539 | 0.08% | 106 |
|
|
2021
Q3 | $445K | Buy |
2,536
+3
| +0.1% | +$526 | 0.1% | 103 |
|
|
2021
Q2 | $503K | Buy |
2,533
+28
| +1% | +$5.56K | 0.11% | 100 |
|
|
2021
Q1 | $483K | Sell |
2,505
-43
| -2% | -$8.29K | 0.11% | 96 |
|
|
2020
Q4 | $451K | Buy |
2,548
+22
| +0.9% | +$3.89K | 0.1% | 97 |
|
|
2020
Q3 | $421K | Sell |
2,526
-167
| -6% | -$27.8K | 0.11% | 87 |
|
|
2020
Q2 | $416K | Sell |
2,693
-1,333
| -33% | -$206K | 0.12% | 88 |
|
|
2020
Q1 | $600K | Sell |
4,026
-16,835
| -81% | -$2.51M | 0.21% | 84 |
|
|
2019
Q4 | $3.73M | Buy |
20,861
+3,209
| +18% | +$573K | 1.1% | 42 |
|
|
2019
Q3 | $2.75M | Buy |
17,652
+591
| +3% | +$92K | 0.95% | 46 |
|
|
2019
Q2 | $2.96M | Buy |
17,061
+923
| +6% | +$160K | 1.05% | 44 |
|
|
2019
Q1 | $3.35M | Buy |
16,138
+787
| +5% | +$164K | 1.27% | 36 |
|
|
2018
Q4 | $2.93M | Buy |
15,351
+475
| +3% | +$90.5K | 1.21% | 37 |
|
|
2018
Q3 | $3.13M | Buy |
14,876
+98
| +0.7% | +$20.6K | 1.25% | 34 |
|
|
2018
Q2 | $2.91M | Buy |
+14,778
| New | +$2.91M | 1.21% | 35 |
|