MSWM
McGlone Suttner Wealth Management’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $473K | Buy |
3,109
+159
| +5% | +$24.2K | 0.07% | 122 |
|
|
2025
Q1 | $433K | Buy |
2,950
+238
| +9% | +$35K | 0.07% | 127 |
|
|
2024
Q4 | $350K | Buy |
2,712
+196
| +8% | +$25.3K | 0.06% | 128 |
|
|
2024
Q3 | $344K | Buy |
2,516
+461
| +22% | +$63K | 0.07% | 126 |
|
|
2024
Q2 | $225K | Sell |
2,055
-341
| -14% | -$37.3K | 0.05% | 147 |
|
|
2024
Q1 | $254K | Buy |
2,396
+341
| +17% | +$36.2K | 0.05% | 148 |
|
|
2023
Q4 | $225K | Buy |
+2,055
| New | +$225K | 0.04% | 147 |
|