KWM
Kingsview Wealth Management’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.2M | Buy |
34,169
+892
| +3% | +$136K | 0.09% | 234 |
|
|
2025
Q1 | $4.89M | Buy |
33,277
+96
| +0.3% | +$14.1K | 0.09% | 221 |
|
|
2024
Q4 | $4.28M | Buy |
33,181
+1,005
| +3% | +$130K | 0.08% | 224 |
|
|
2024
Q3 | $4.4M | Sell |
32,176
-862
| -3% | -$118K | 0.09% | 217 |
|
|
2024
Q2 | $3.38M | Sell |
33,038
-1,720
| -5% | -$176K | 0.08% | 232 |
|
|
2024
Q1 | $3.69M | Sell |
34,758
-14,897
| -30% | -$1.58M | 0.09% | 208 |
|
|
2023
Q4 | $5.43M | Sell |
49,655
-1,123
| -2% | -$123K | 0.16% | 146 |
|
|
2023
Q3 | $4.75M | Buy |
50,778
+24,172
| +91% | +$2.26M | 0.17% | 134 |
|
|
2023
Q2 | $2.66M | Buy |
26,606
+911
| +4% | +$91.2K | 0.1% | 201 |
|
|
2023
Q1 | $2.7M | Buy |
25,695
+8,618
| +50% | +$906K | 0.11% | 192 |
|
|
2022
Q4 | $2.05M | Sell |
17,077
-3,439
| -17% | -$412K | 0.09% | 232 |
|
|
2022
Q3 | $2.27M | Buy |
20,516
+3,088
| +18% | +$341K | 0.11% | 207 |
|
|
2022
Q2 | $2.26M | Buy |
17,428
+7,353
| +73% | +$951K | 0.11% | 198 |
|
|
2022
Q1 | $1.5M | Buy |
10,075
+135
| +1% | +$20.1K | 0.07% | 295 |
|
|
2021
Q4 | $1.77M | Buy |
9,940
+908
| +10% | +$161K | 0.07% | 268 |
|
|
2021
Q3 | $1.58M | Sell |
9,032
-1,419
| -14% | -$249K | 0.08% | 272 |
|
|
2021
Q2 | $2.08M | Buy |
10,451
+1,580
| +18% | +$315K | 0.1% | 214 |
|
|
2021
Q1 | $1.71M | Buy |
8,871
+1,534
| +21% | +$296K | 0.1% | 220 |
|
|
2020
Q4 | $1.28M | Sell |
7,337
-1,102
| -13% | -$193K | 0.09% | 228 |
|
|
2020
Q3 | $1.35M | Buy |
8,439
+1,769
| +27% | +$283K | 0.12% | 180 |
|
|
2020
Q2 | $1.04M | Buy |
6,670
+263
| +4% | +$41K | 0.1% | 198 |
|
|
2020
Q1 | $875K | Buy |
6,407
+964
| +18% | +$132K | 0.12% | 195 |
|
|
2019
Q4 | $960K | Buy |
5,443
+1,748
| +47% | +$308K | 0.12% | 197 |
|
|
2019
Q3 | $607K | Buy |
3,695
+145
| +4% | +$23.8K | 0.1% | 227 |
|
|
2019
Q2 | $615K | Sell |
3,550
-9,910
| -74% | -$1.72M | 0.1% | 215 |
|
|
2019
Q1 | $2.8M | Buy |
13,460
+1,085
| +9% | +$225K | 0.43% | 60 |
|
|
2018
Q4 | $2.36M | Buy |
12,375
+183
| +2% | +$34.9K | 0.51% | 56 |
|
|
2018
Q3 | $2.57M | Sell |
12,192
-14
| -0.1% | -$2.95K | 0.52% | 56 |
|
|
2018
Q2 | $2.4M | Buy |
12,206
+250
| +2% | +$49.2K | 0.57% | 52 |
|
|
2018
Q1 | $2.63M | Buy |
11,956
+9,072
| +315% | +$1.99M | 0.65% | 43 |
|
|
2017
Q4 | $679K | Buy |
2,884
+1,718
| +147% | +$404K | 0.24% | 131 |
|
|
2017
Q3 | $245K | Sell |
1,166
-251
| -18% | -$52.7K | 0.11% | 236 |
|
|
2017
Q2 | $295K | Sell |
1,417
-12
| -0.8% | -$2.5K | 0.15% | 186 |
|
|
2017
Q1 | $273K | Buy |
+1,429
| New | +$273K | 0.16% | 187 |
|