Madison Wealth Management’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-6,444
| Closed | -$646K | – | 157 |
|
|
2022
Q4 | $646K | Sell |
6,444
-835
| -11% | -$83.7K | 0.15% | 100 |
|
|
2022
Q3 | $673K | Buy |
7,279
+93
| +1% | +$8.6K | 0.17% | 98 |
|
|
2022
Q2 | $778K | Sell |
7,186
-1,870
| -21% | -$202K | 0.19% | 97 |
|
|
2022
Q1 | $1.13M | Sell |
9,056
-389
| -4% | -$48.4K | 0.24% | 87 |
|
|
2021
Q4 | $1.4M | Buy |
9,445
+164
| +2% | +$24.4K | 0.28% | 78 |
|
|
2021
Q3 | $1.36M | Buy |
9,281
+205
| +2% | +$30.1K | 0.3% | 74 |
|
|
2021
Q2 | $1.51M | Buy |
9,076
+78
| +0.9% | +$13K | 0.33% | 70 |
|
|
2021
Q1 | $1.45M | Buy |
8,998
+707
| +9% | +$114K | 0.35% | 69 |
|
|
2020
Q4 | $1.21M | Buy |
8,291
+208
| +3% | +$30.4K | 0.32% | 66 |
|
|
2020
Q3 | $1.08M | Buy |
8,083
+43
| +0.5% | +$5.76K | 0.32% | 63 |
|
|
2020
Q2 | $1.05M | Buy |
8,040
+240
| +3% | +$31.3K | 0.35% | 60 |
|
|
2020
Q1 | $890K | Buy |
7,800
+244
| +3% | +$27.8K | 0.36% | 60 |
|
|
2019
Q4 | $1.12M | Buy |
+7,556
| New | +$1.12M | 0.32% | 65 |
|