Meridian 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 | $1.17M | Buy |
7,697
+90
| +1% | +$13.7K | 0.05% | 282 |
|
|
2025
Q1 | $1.12M | Sell |
7,607
-193
| -2% | -$28.3K | 0.05% | 274 |
|
|
2024
Q4 | $1.01M | Buy |
7,800
+2,067
| +36% | +$267K | 0.05% | 290 |
|
|
2024
Q3 | $784K | Buy |
5,733
+7
| +0.1% | +$957 | 0.04% | 326 |
|
|
2024
Q2 | $585K | Buy |
+5,726
| New | +$585K | 0.07% | 161 |
|
|
2024
Q1 | – | Sell |
-8,865
| Closed | -$810K | – | 379 |
|
|
2023
Q4 | $810K | Sell |
8,865
-1,523
| -15% | -$139K | 0.05% | 294 |
|
|
2023
Q3 | $813K | Sell |
10,388
-2,824
| -21% | -$221K | 0.05% | 269 |
|
|
2023
Q2 | $1.11M | Buy |
13,212
+9
| +0.1% | +$753 | 0.09% | 176 |
|
|
2023
Q1 | $1.16M | Buy |
13,203
+362
| +3% | +$31.8K | 0.1% | 183 |
|
|
2022
Q4 | $1.29M | Sell |
12,841
-711
| -5% | -$71.3K | 0.13% | 157 |
|
|
2022
Q3 | $1.25M | Sell |
13,552
-618
| -4% | -$57.1K | 0.13% | 158 |
|
|
2022
Q2 | $1.53M | Buy |
14,170
+2,157
| +18% | +$233K | 0.13% | 180 |
|
|
2022
Q1 | $1.5M | Sell |
12,013
-3
| -0% | -$373 | 0.16% | 113 |
|
|
2021
Q4 | $1.79M | Buy |
12,016
+391
| +3% | +$58.1K | 0.19% | 100 |
|
|
2021
Q3 | $1.71M | Buy |
11,625
+696
| +6% | +$102K | 0.21% | 95 |
|
|
2021
Q2 | $1.82M | Buy |
10,929
+458
| +4% | +$76.1K | 0.23% | 85 |
|
|
2021
Q1 | $1.69M | Buy |
10,471
+606
| +6% | +$97.6K | 0.25% | 83 |
|
|
2020
Q4 | $1.44M | Buy |
+9,865
| New | +$1.44M | 0.23% | 88 |
|
|
2019
Q3 | – | Sell |
-478
| Closed | -$694 | – | 376 |
|
|
2019
Q2 | $694 | Buy |
+478
| New | +$694 | 0.03% | 328 |
|
|
2018
Q3 | – | Sell |
-3,484
| Closed | -$573K | – | 189 |
|
|
2018
Q2 | $573K | Buy |
3,484
+233
| +7% | +$38.3K | 0.27% | 73 |
|
|
2018
Q1 | $597K | Buy |
+3,251
| New | +$597K | 0.3% | 69 |
|
|
2017
Q3 | – | Sell |
-1,397
| Closed | -$243K | – | 170 |
|
|
2017
Q2 | $243K | Sell |
1,397
-454
| -25% | -$79K | 0.15% | 141 |
|
|
2017
Q1 | $296K | Buy |
1,851
+478
| +35% | +$76.4K | 0.18% | 125 |
|
|
2016
Q4 | $202K | Buy |
+1,373
| New | +$202K | 0.16% | 124 |
|