Marcum Wealth’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $341K | Buy |
2,321
+131
| +6% | +$19.2K | 0.03% | 262 |
|
|
2024
Q4 | $283K | Buy |
2,190
+634
| +41% | +$81.8K | 0.02% | 293 |
|
|
2024
Q3 | $213K | Buy |
+1,556
| New | +$213K | 0.02% | 353 |
|
|
2023
Q2 | – | Sell |
-2,465
| Closed | -$217K | – | 396 |
|
|
2023
Q1 | $217K | Sell |
2,465
-918
| -27% | -$80.7K | 0.03% | 311 |
|
|
2022
Q4 | $339K | Sell |
3,383
-729
| -18% | -$73.1K | 0.05% | 226 |
|
|
2022
Q3 | $380K | Buy |
4,112
+64
| +2% | +$5.91K | 0.06% | 196 |
|
|
2022
Q2 | $438K | Buy |
4,048
+154
| +4% | +$16.7K | 0.07% | 177 |
|
|
2022
Q1 | $485K | Sell |
3,894
-471
| -11% | -$58.7K | 0.07% | 164 |
|
|
2021
Q4 | $648K | Sell |
4,365
-1,924
| -31% | -$286K | 0.09% | 147 |
|
|
2021
Q3 | $922K | Buy |
6,289
+357
| +6% | +$52.3K | 0.14% | 98 |
|
|
2021
Q2 | $985K | Sell |
5,932
-699
| -11% | -$116K | 0.16% | 96 |
|
|
2021
Q1 | $1.07M | Buy |
6,631
+67
| +1% | +$10.8K | 0.18% | 79 |
|
|
2020
Q4 | $959K | Buy |
6,564
+1,023
| +18% | +$149K | 0.23% | 38 |
|
|
2020
Q3 | $742K | Sell |
5,541
-817
| -13% | -$109K | 0.23% | 40 |
|
|
2020
Q2 | $829K | Buy |
6,358
+1,562
| +33% | +$204K | 0.26% | 40 |
|
|
2020
Q1 | $547K | Buy |
4,796
+67
| +1% | +$7.64K | 0.21% | 35 |
|
|
2019
Q4 | $698K | Buy |
+4,729
| New | +$698K | 0.26% | 36 |
|