KMWM
Keudell/Morrison Wealth Management’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $239K | Sell |
1,567
-221
| -12% | -$33.6K | 0.05% | 198 |
|
|
2025
Q1 | $263K | Sell |
1,788
-125
| -7% | -$18.4K | 0.06% | 174 |
|
|
2024
Q4 | $247K | Buy |
1,913
+13
| +0.7% | +$1.68K | 0.06% | 180 |
|
|
2024
Q3 | $260K | Buy |
+1,900
| New | +$260K | 0.07% | 180 |
|
|
2023
Q2 | – | Sell |
-2,260
| Closed | -$238K | – | 189 |
|
|
2023
Q1 | $238K | Sell |
2,260
-88
| -4% | -$9.25K | 0.07% | 165 |
|
|
2022
Q4 | $282K | Sell |
2,348
-834
| -26% | -$100K | 0.09% | 144 |
|
|
2022
Q3 | $352K | Sell |
3,182
-390
| -11% | -$43.1K | 0.13% | 115 |
|
|
2022
Q2 | $462K | Buy |
3,572
+207
| +6% | +$26.8K | 0.17% | 101 |
|
|
2022
Q1 | $501K | Buy |
3,365
+1,136
| +51% | +$169K | 0.21% | 97 |
|
|
2021
Q4 | $396K | Sell |
2,229
-134
| -6% | -$23.8K | 0.16% | 116 |
|
|
2021
Q3 | $415K | Buy |
2,363
+12
| +0.5% | +$2.11K | 0.18% | 117 |
|
|
2021
Q2 | $467K | Buy |
2,351
+339
| +17% | +$67.3K | 0.26% | 101 |
|
|
2021
Q1 | $388K | Buy |
2,012
+213
| +12% | +$41.1K | 0.23% | 109 |
|
|
2020
Q4 | $314K | Buy |
1,799
+131
| +8% | +$22.9K | 0.2% | 121 |
|
|
2020
Q3 | $267K | Sell |
1,668
-98
| -6% | -$15.7K | 0.17% | 122 |
|
|
2020
Q2 | $275K | Buy |
+1,766
| New | +$275K | 0.23% | 115 |
|
|
2020
Q1 | – | Sell |
-1,271
| Closed | -$224K | – | 148 |
|
|
2019
Q4 | $224K | Sell |
1,271
-34
| -3% | -$5.99K | 0.15% | 135 |
|
|
2019
Q3 | $215K | Buy |
1,305
+18
| +1% | +$2.97K | 0.18% | 139 |
|
|
2019
Q2 | $211K | Sell |
1,287
-133
| -9% | -$21.8K | 0.18% | 128 |
|
|
2019
Q1 | $295K | Buy |
+1,420
| New | +$295K | 0.26% | 102 |
|