Kestra Private Wealth Services’s 3M MMM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.47M | Buy |
29,330
+137
| +0.5% | +$20.9K | 0.06% | 294 |
|
2025
Q1 | $4.29M | Buy |
29,193
+2,883
| +11% | +$423K | 0.07% | 280 |
|
2024
Q4 | $3.4M | Buy |
26,310
+32
| +0.1% | +$4.13K | 0.06% | 314 |
|
2024
Q3 | $3.59M | Buy |
26,278
+1,314
| +5% | +$180K | 0.07% | 288 |
|
2024
Q2 | $2.55M | Sell |
24,964
-6
| -0% | -$613 | 0.05% | 333 |
|
2024
Q1 | $2.21M | Buy |
24,970
+6,207
| +33% | +$550K | 0.05% | 350 |
|
2023
Q4 | $1.72M | Sell |
18,763
-1,040
| -5% | -$95.1K | 0.04% | 384 |
|
2023
Q3 | $1.55M | Sell |
19,803
-235
| -1% | -$18.4K | 0.05% | 359 |
|
2023
Q2 | $1.68M | Buy |
20,038
+682
| +4% | +$57.1K | 0.06% | 332 |
|
2023
Q1 | $1.7M | Buy |
19,356
+4,364
| +29% | +$384K | 0.07% | 300 |
|
2022
Q4 | $1.5M | Buy |
14,992
+1,538
| +11% | +$154K | 0.08% | 285 |
|
2022
Q3 | $1.24M | Sell |
13,454
-19,114
| -59% | -$1.77M | 0.07% | 291 |
|
2022
Q2 | $3.52M | Buy |
32,568
+392
| +1% | +$42.4K | 0.2% | 125 |
|
2022
Q1 | $4.01M | Buy |
32,176
+15,396
| +92% | +$1.92M | 0.2% | 121 |
|
2021
Q4 | $2.49M | Buy |
16,780
+1,312
| +8% | +$195K | 0.12% | 180 |
|
2021
Q3 | $2.27M | Buy |
15,468
+428
| +3% | +$62.8K | 0.13% | 176 |
|
2021
Q2 | $2.5M | Buy |
15,040
+4,130
| +38% | +$686K | 0.15% | 150 |
|
2021
Q1 | $1.76M | Sell |
10,910
-356
| -3% | -$57.4K | 0.12% | 190 |
|
2020
Q4 | $1.64M | Buy |
11,266
+630
| +6% | +$91.7K | 0.12% | 189 |
|
2020
Q3 | $1.43M | Buy |
+10,636
| New | +$1.43M | 0.12% | 183 |
|