Marks Group 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
Q2 | $789K | Sell |
5,185
-14
| -0.3% | -$2.13K | 0.07% | 195 |
|
|
2025
Q1 | $763K | Hold |
5,199
| – | – | 0.07% | 200 |
|
|
2024
Q4 | $671K | Sell |
5,199
-1,714
| -25% | -$221K | 0.07% | 197 |
|
|
2024
Q3 | $945K | Sell |
6,913
-132
| -2% | -$18K | 0.09% | 178 |
|
|
2024
Q2 | $720K | Sell |
7,045
-1,787
| -20% | -$183K | 0.08% | 192 |
|
|
2024
Q1 | $783K | Sell |
8,832
-63
| -0.7% | -$5.59K | 0.08% | 185 |
|
|
2023
Q4 | $813K | Sell |
8,895
-59
| -0.7% | -$5.39K | 0.09% | 180 |
|
|
2023
Q3 | $701K | Buy |
8,954
+1
| +0% | +$78 | 0.09% | 183 |
|
|
2023
Q2 | $749K | Sell |
8,953
-238
| -3% | -$19.9K | 0.09% | 182 |
|
|
2023
Q1 | $808K | Buy |
9,191
+603
| +7% | +$53K | 0.1% | 178 |
|
|
2022
Q4 | $861K | Sell |
8,588
-238
| -3% | -$23.9K | 0.12% | 172 |
|
|
2022
Q3 | $816K | Buy |
8,826
+57
| +0.7% | +$5.27K | 0.12% | 172 |
|
|
2022
Q2 | $949K | Sell |
8,769
-54
| -0.6% | -$5.84K | 0.14% | 166 |
|
|
2022
Q1 | $1.1M | Sell |
8,823
-2,838
| -24% | -$353K | 0.14% | 159 |
|
|
2021
Q4 | $1.73M | Buy |
11,661
+4,951
| +74% | +$733K | 0.21% | 123 |
|
|
2021
Q3 | $984K | Buy |
6,710
+3,068
| +84% | +$450K | 0.13% | 154 |
|
|
2021
Q2 | $610K | Buy |
3,642
+59
| +2% | +$9.88K | 0.08% | 167 |
|
|
2021
Q1 | $579K | Buy |
+3,583
| New | +$579K | 0.09% | 166 |
|
|
2020
Q3 | – | Sell |
-1,595
| Closed | -$209K | – | 250 |
|
|
2020
Q2 | $209K | Sell |
1,595
-561
| -26% | -$73.5K | 0.04% | 222 |
|
|
2020
Q1 | $245K | Buy |
2,156
+119
| +6% | +$13.5K | 0.06% | 192 |
|
|
2019
Q4 | $300K | Buy |
+2,037
| New | +$300K | 0.06% | 199 |
|