LW
Linscomb Wealth’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $228K | Buy |
1,499
+110
| +8% | +$16.7K | 0.01% | 294 |
|
|
2025
Q1 | $204K | Sell |
1,389
-447
| -24% | -$65.6K | 0.01% | 290 |
|
|
2024
Q4 | $237K | Sell |
1,836
-65
| -3% | -$8.39K | 0.01% | 273 |
|
|
2024
Q3 | $260K | Sell |
1,901
-360
| -16% | -$49.2K | 0.01% | 266 |
|
|
2024
Q2 | $231K | Buy |
2,261
+255
| +13% | +$26.1K | 0.01% | 273 |
|
|
2024
Q1 | $213K | Buy |
+2,006
| New | +$213K | 0.01% | 273 |
|
|
2023
Q2 | – | Sell |
-2,506
| Closed | -$263K | – | 281 |
|
|
2023
Q1 | $263K | Sell |
2,506
-104
| -4% | -$10.9K | 0.01% | 266 |
|
|
2022
Q4 | $313K | Buy |
2,610
+291
| +13% | +$34.9K | 0.02% | 273 |
|
|
2022
Q3 | $256K | Buy |
2,319
+50
| +2% | +$5.52K | 0.02% | 254 |
|
|
2022
Q2 | $294K | Sell |
2,269
-8
| -0.4% | -$1.04K | 0.02% | 249 |
|
|
2022
Q1 | $339K | Sell |
2,277
-994
| -30% | -$148K | 0.02% | 267 |
|
|
2021
Q4 | $581K | Sell |
3,271
-105
| -3% | -$18.7K | 0.03% | 217 |
|
|
2021
Q3 | $592K | Buy |
3,376
+1
| +0% | +$175 | 0.03% | 206 |
|
|
2021
Q2 | $670K | Buy |
3,375
+191
| +6% | +$37.9K | 0.03% | 196 |
|
|
2021
Q1 | $614K | Buy |
3,184
+116
| +4% | +$22.4K | 0.03% | 192 |
|
|
2020
Q4 | $536K | Sell |
3,068
-103
| -3% | -$18K | 0.03% | 194 |
|
|
2020
Q3 | $508K | Buy |
3,171
+912
| +40% | +$146K | 0.04% | 187 |
|
|
2020
Q2 | $352K | Sell |
2,259
-1,351
| -37% | -$211K | 0.03% | 225 |
|
|
2020
Q1 | $493K | Buy |
3,610
+296
| +9% | +$40.4K | 0.04% | 252 |
|
|
2019
Q4 | $585K | Sell |
3,314
-233
| -7% | -$41.1K | 0.04% | 305 |
|
|
2019
Q3 | $583K | Sell |
3,547
-230
| -6% | -$37.8K | 0.05% | 169 |
|
|
2019
Q2 | $655K | Buy |
3,777
+82
| +2% | +$14.2K | 0.05% | 153 |
|
|
2019
Q1 | $768K | Buy |
3,695
+159
| +4% | +$33K | 0.06% | 139 |
|
|
2018
Q4 | $674K | Sell |
3,536
-332
| -9% | -$63.3K | 0.06% | 141 |
|
|
2018
Q3 | $815K | Sell |
3,868
-539
| -12% | -$114K | 0.07% | 135 |
|
|
2018
Q2 | $867K | Buy |
4,407
+2
| +0% | +$393 | 0.07% | 126 |
|
|
2018
Q1 | $967K | Buy |
4,405
+141
| +3% | +$31K | 0.08% | 111 |
|
|
2017
Q4 | $1M | Buy |
4,264
+157
| +4% | +$37K | 0.08% | 116 |
|
|
2017
Q3 | $862K | Buy |
4,107
+71
| +2% | +$14.9K | 0.07% | 119 |
|
|
2017
Q2 | $840K | Sell |
4,036
-91
| -2% | -$18.9K | 0.08% | 116 |
|
|
2017
Q1 | $790K | Buy |
4,127
+130
| +3% | +$24.9K | 0.07% | 125 |
|
|
2016
Q4 | $714K | Sell |
3,997
-129
| -3% | -$23K | 0.07% | 134 |
|
|
2016
Q3 | $727K | Buy |
4,126
+6
| +0.1% | +$1.06K | 0.07% | 130 |
|
|
2016
Q2 | $721K | Buy |
4,120
+292
| +8% | +$51.1K | 0.07% | 128 |
|
|
2016
Q1 | $638K | Buy |
3,828
+536
| +16% | +$89.3K | 0.07% | 137 |
|
|
2015
Q4 | $496K | Buy |
3,292
+23
| +0.7% | +$3.47K | 0.06% | 156 |
|
|
2015
Q3 | $463K | Sell |
3,269
-508
| -13% | -$72K | 0.05% | 167 |
|
|
2015
Q2 | $583K | Sell |
3,777
-61
| -2% | -$9.42K | 0.06% | 151 |
|
|
2015
Q1 | $633K | Sell |
3,838
-11,339
| -75% | -$1.87M | 0.07% | 148 |
|
|
2014
Q4 | $2.49M | Buy |
15,177
+450
| +3% | +$73.9K | 0.28% | 62 |
|
|
2014
Q3 | $2.09M | Buy |
14,727
+146
| +1% | +$20.7K | 0.23% | 70 |
|
|
2014
Q2 | $2.09M | Buy |
14,581
+811
| +6% | +$116K | 0.22% | 75 |
|
|
2014
Q1 | $1.87M | Buy |
13,770
+2,415
| +21% | +$328K | 0.21% | 75 |
|
|
2013
Q4 | $1.59M | Buy |
11,355
+2,231
| +24% | +$313K | 0.2% | 74 |
|
|
2013
Q3 | $1.09M | Buy |
9,124
+1,682
| +23% | +$201K | 0.14% | 81 |
|
|
2013
Q2 | $814K | Buy |
+7,442
| New | +$814K | 0.11% | 103 |
|