Meridian Wealth Advisors’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.84M | Buy |
25,203
+23,686
| +1,561% | +$3.61M | 0.61% | 45 |
|
|
2025
Q1 | $223K | Buy |
+1,517
| New | +$223K | 0.04% | 160 |
|
|
2024
Q4 | – | Sell |
-1,498
| Closed | -$205K | – | 178 |
|
|
2024
Q3 | $205K | Buy |
+1,498
| New | +$205K | 0.03% | 172 |
|
|
2023
Q2 | – | Sell |
-3,137
| Closed | -$276K | – | 190 |
|
|
2023
Q1 | $276K | Hold |
3,137
| – | – | 0.07% | 156 |
|
|
2022
Q4 | $315K | Sell |
3,137
-547
| -15% | -$54.8K | 0.08% | 150 |
|
|
2022
Q3 | $340K | Buy |
3,684
+201
| +6% | +$18.6K | 0.1% | 140 |
|
|
2022
Q2 | $377K | Sell |
3,483
-371
| -10% | -$40.2K | 0.1% | 138 |
|
|
2022
Q1 | $480K | Buy |
3,854
+206
| +6% | +$25.7K | 0.11% | 129 |
|
|
2021
Q4 | $542K | Sell |
3,648
-33
| -0.9% | -$4.9K | 0.13% | 125 |
|
|
2021
Q3 | $540K | Buy |
3,681
+93
| +3% | +$13.6K | 0.15% | 115 |
|
|
2021
Q2 | $596K | Buy |
3,588
+371
| +12% | +$61.6K | 0.17% | 110 |
|
|
2021
Q1 | $518K | Hold |
3,217
| – | – | 0.17% | 103 |
|
|
2020
Q4 | $470K | Sell |
3,217
-555
| -15% | -$81.1K | 0.17% | 108 |
|
|
2020
Q3 | $505K | Buy |
3,772
+490
| +15% | +$65.6K | 0.22% | 96 |
|
|
2020
Q2 | $428K | Hold |
3,282
| – | – | 0.2% | 101 |
|
|
2020
Q1 | $375K | Sell |
3,282
-217
| -6% | -$24.8K | 0.21% | 89 |
|
|
2019
Q4 | $516K | Sell |
3,499
-45
| -1% | -$6.64K | 0.2% | 91 |
|
|
2019
Q3 | $487K | Sell |
3,544
-155
| -4% | -$21.3K | 0.21% | 90 |
|
|
2019
Q2 | $536K | Sell |
3,699
-288
| -7% | -$41.7K | 0.37% | 58 |
|
|
2019
Q1 | $693K | Hold |
3,987
| – | – | 0.51% | 42 |
|
|
2018
Q4 | $635K | Buy |
+3,987
| New | +$635K | 0.49% | 42 |
|