MWM
Maltin Wealth Management’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-5,454
| Closed | -$704K | – | 132 |
|
|
2024
Q4 | $704K | Buy |
5,454
+25
| +0.5% | +$3.23K | 0.35% | 66 |
|
|
2024
Q3 | $742K | Buy |
5,429
+25
| +0.5% | +$3.42K | 0.36% | 64 |
|
|
2024
Q2 | $552K | Buy |
+5,404
| New | +$552K | 0.3% | 73 |
|
|
2022
Q1 | – | Sell |
-6,637
| Closed | -$1.18M | – | 120 |
|
|
2021
Q4 | $1.18M | Buy |
6,637
+4,441
| +202% | +$789K | 0.71% | 44 |
|
|
2021
Q3 | $385K | Sell |
2,196
-99
| -4% | -$17.4K | 0.24% | 77 |
|
|
2021
Q2 | $456K | Sell |
2,295
-4,290
| -65% | -$852K | 0.28% | 73 |
|
|
2021
Q1 | $1.27M | Buy |
6,585
+1,808
| +38% | +$348K | 0.82% | 38 |
|
|
2020
Q4 | $835K | Buy |
4,777
+1,175
| +33% | +$205K | 0.59% | 43 |
|
|
2020
Q3 | $577K | Buy |
+3,602
| New | +$577K | 0.41% | 56 |
|