Laidlaw Wealth Management’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,816
| Closed | -$493K | – | 117 |
|
|
2024
Q4 | $493K | Hold |
3,816
| – | – | 0.21% | 108 |
|
|
2024
Q3 | $522K | Sell |
3,816
-808
| -17% | -$110K | 0.26% | 112 |
|
|
2024
Q2 | $473K | Sell |
4,624
-249
| -5% | -$25.4K | 0.26% | 109 |
|
|
2024
Q1 | $432K | Buy |
4,873
+1,928
| +65% | +$171K | 0.24% | 113 |
|
|
2023
Q4 | $269K | Sell |
2,945
-74
| -2% | -$6.76K | 0.1% | 196 |
|
|
2023
Q3 | $236K | Buy |
3,019
+611
| +25% | +$47.8K | 0.08% | 233 |
|
|
2023
Q2 | $202K | Buy |
2,408
+96
| +4% | +$8.03K | 0.04% | 329 |
|
|
2023
Q1 | $203K | Buy |
2,312
+73
| +3% | +$6.42K | 0.04% | 334 |
|
|
2022
Q4 | $225K | Buy |
+2,239
| New | +$225K | 0.05% | 313 |
|
|
2022
Q3 | – | Sell |
-3,258
| Closed | -$353K | – | 352 |
|
|
2022
Q2 | $353K | Sell |
3,258
-99
| -3% | -$10.7K | 0.07% | 237 |
|
|
2022
Q1 | $418K | Sell |
3,357
-123
| -4% | -$15.3K | 0.07% | 245 |
|
|
2021
Q4 | $517K | Sell |
3,480
-3,366
| -49% | -$500K | 0.08% | 217 |
|
|
2021
Q3 | $1M | Buy |
6,846
+1,153
| +20% | +$169K | 0.26% | 91 |
|
|
2021
Q2 | $945K | Sell |
5,693
-181
| -3% | -$30K | 0.24% | 96 |
|
|
2021
Q1 | $946K | Buy |
5,874
+3,190
| +119% | +$514K | 0.32% | 83 |
|
|
2020
Q4 | $392K | Buy |
2,684
+488
| +22% | +$71.3K | 0.08% | 226 |
|
|
2020
Q3 | $294K | Buy |
2,196
+160
| +8% | +$21.4K | 0.13% | 156 |
|
|
2020
Q2 | $266K | Buy |
+2,036
| New | +$266K | 0.14% | 142 |
|
|
2020
Q1 | – | Sell |
-1,802
| Closed | -$266K | – | 166 |
|
|
2019
Q4 | $266K | Buy |
+1,802
| New | +$266K | 0.17% | 135 |
|