Journey Strategic Wealth’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $656K | Buy |
4,308
+702
| +19% | +$107K | 0.02% | 235 |
|
|
2025
Q1 | $530K | Buy |
3,606
+220
| +6% | +$32.3K | 0.02% | 215 |
|
|
2024
Q4 | $437K | Buy |
3,386
+60
| +2% | +$7.75K | 0.02% | 249 |
|
|
2024
Q3 | $455K | Sell |
3,326
-436
| -12% | -$59.6K | 0.02% | 236 |
|
|
2024
Q2 | $384K | Buy |
3,762
+1,137
| +43% | +$116K | 0.02% | 204 |
|
|
2024
Q1 | $233K | Buy |
+2,625
| New | +$233K | 0.01% | 241 |
|
|
2023
Q1 | – | Sell |
-2,060
| Closed | -$207K | – | 270 |
|
|
2022
Q4 | $207K | Buy |
+2,060
| New | +$207K | 0.02% | 216 |
|
|
2022
Q2 | – | Sell |
-1,880
| Closed | -$234K | – | 179 |
|
|
2022
Q1 | $234K | Sell |
1,880
-707
| -27% | -$88K | 0.03% | 133 |
|
|
2021
Q4 | $384K | Buy |
+2,587
| New | +$384K | 0.04% | 92 |
|