MWM
Mascoma Wealth Management’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $51.9K | Hold |
341
| – | – | 0.01% | 185 |
|
|
2025
Q1 | $50.1K | Hold |
341
| – | – | 0.01% | 188 |
|
|
2024
Q4 | $44K | Hold |
341
| – | – | 0.01% | 211 |
|
|
2024
Q3 | $46.6K | Hold |
341
| – | – | 0.01% | 200 |
|
|
2024
Q2 | $34.8K | Hold |
341
| – | – | 0.01% | 219 |
|
|
2024
Q1 | $36.2K | Sell |
341
-150
| -31% | -$15.9K | 0.01% | 209 |
|
|
2023
Q4 | $53.7K | Sell |
491
-20
| -4% | -$2.19K | 0.02% | 184 |
|
|
2023
Q3 | $47.8K | Hold |
511
| – | – | 0.02% | 198 |
|
|
2023
Q2 | $53.2K | Sell |
511
-68
| -12% | -$7.08K | 0.02% | 188 |
|
|
2023
Q1 | $61.5K | Sell |
579
-2
| -0.3% | -$212 | 0.02% | 216 |
|
|
2022
Q4 | $69.7K | Sell |
581
-548
| -49% | -$65.7K | 0.02% | 198 |
|
|
2022
Q3 | $125K | Hold |
1,129
| – | – | 0.04% | 147 |
|
|
2022
Q2 | $146K | Buy |
1,129
+110
| +11% | +$14.2K | 0.05% | 135 |
|
|
2022
Q1 | $152K | Buy |
1,019
+274
| +37% | +$40.9K | 0.05% | 139 |
|
|
2021
Q4 | $132K | Buy |
745
+150
| +25% | +$26.6K | 0.05% | 136 |
|
|
2021
Q3 | $104K | Buy |
+595
| New | +$104K | 0.04% | 151 |
|
|
2021
Q2 | – | Sell |
-595
| Closed | -$115K | – | 324 |
|
|
2021
Q1 | $115K | Buy |
+595
| New | +$115K | 0.05% | 141 |
|
|
2019
Q3 | – | Sell |
-770
| Closed | -$133K | – | 249 |
|
|
2019
Q2 | $133K | Buy |
770
+100
| +15% | +$17.3K | 0.08% | 99 |
|
|
2019
Q1 | $139K | Sell |
670
-200
| -23% | -$41.5K | 0.09% | 86 |
|
|
2018
Q4 | $166K | Hold |
870
| – | – | 0.13% | 73 |
|
|
2018
Q3 | $183K | Hold |
870
| – | – | 0.12% | 82 |
|
|
2018
Q2 | $171K | Hold |
870
| – | – | 0.12% | 77 |
|
|
2018
Q1 | $191K | Sell |
870
-105
| -11% | -$23.1K | 0.13% | 71 |
|
|
2017
Q4 | $239K | Buy |
975
+225
| +30% | +$55.2K | 0.15% | 63 |
|
|
2017
Q3 | $157K | Buy |
750
+350
| +88% | +$73.3K | 0.1% | 88 |
|
|
2017
Q2 | $83K | Hold |
400
| – | – | 0.06% | 125 |
|
|
2017
Q1 | $77K | Hold |
400
| – | – | 0.06% | 120 |
|
|
2016
Q4 | $71K | Buy |
+400
| New | +$71K | 0.05% | 123 |
|