Merriman Wealth Management’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $357K | Buy |
2,767
+5
| +0.2% | +$645 | 0.01% | 154 |
|
|
2024
Q3 | $378K | Buy |
2,762
+30
| +1% | +$4.1K | 0.02% | 157 |
|
|
2024
Q2 | $279K | Sell |
2,732
-528
| -16% | -$54K | 0.01% | 177 |
|
|
2024
Q1 | $289K | Hold |
3,260
| – | – | 0.01% | 168 |
|
|
2023
Q4 | $298K | Sell |
3,260
-91
| -3% | -$8.32K | 0.01% | 157 |
|
|
2023
Q3 | $262K | Sell |
3,351
-9
| -0.3% | -$705 | 0.01% | 158 |
|
|
2023
Q2 | $281K | Hold |
3,360
| – | – | 0.01% | 179 |
|
|
2023
Q1 | $295K | Sell |
3,360
-6
| -0.2% | -$527 | 0.02% | 161 |
|
|
2022
Q4 | $337K | Buy |
3,366
+1,053
| +46% | +$106K | 0.02% | 161 |
|
|
2022
Q3 | $214K | Sell |
2,313
-56
| -2% | -$5.18K | 0.01% | 162 |
|
|
2022
Q2 | $256K | Sell |
2,369
-208
| -8% | -$22.5K | 0.02% | 143 |
|
|
2022
Q1 | $321K | Sell |
2,577
-6
| -0.2% | -$747 | 0.03% | 155 |
|
|
2021
Q4 | $384K | Buy |
2,583
+12
| +0.5% | +$1.78K | 0.03% | 158 |
|
|
2021
Q3 | $377K | Buy |
2,571
+135
| +6% | +$19.8K | 0.03% | 154 |
|
|
2021
Q2 | $405K | Buy |
2,436
+128
| +6% | +$21.3K | 0.03% | 169 |
|
|
2021
Q1 | $372K | Buy |
2,308
+246
| +12% | +$39.7K | 0.04% | 146 |
|
|
2020
Q4 | $302K | Buy |
2,062
+18
| +0.9% | +$2.64K | 0.03% | 168 |
|
|
2020
Q3 | $274K | Sell |
2,044
-115
| -5% | -$15.4K | 0.04% | 139 |
|
|
2020
Q2 | $282K | Buy |
+2,159
| New | +$282K | 0.04% | 138 |
|
|
2020
Q1 | – | Sell |
-2,398
| Closed | -$354K | – | 184 |
|
|
2019
Q4 | $354K | Buy |
2,398
+556
| +30% | +$82.1K | 0.07% | 142 |
|
|
2019
Q3 | $253K | Buy |
1,842
+5
| +0.3% | +$687 | 0.05% | 151 |
|
|
2019
Q2 | $2.68K | Sell |
1,837
-23
| -1% | -$34 | 0.05% | 157 |
|
|
2019
Q1 | $323K | Sell |
1,860
-60
| -3% | -$10.4K | 0.06% | 159 |
|
|
2018
Q4 | $307K | Sell |
1,920
-177
| -8% | -$28.3K | 0.07% | 121 |
|
|
2018
Q3 | $369K | Buy |
2,097
+60
| +3% | +$10.6K | 0.08% | 125 |
|
|
2018
Q2 | $335K | Sell |
2,037
-52
| -2% | -$8.55K | 0.08% | 130 |
|
|
2018
Q1 | $383K | Buy |
2,089
+108
| +5% | +$19.8K | 0.1% | 139 |
|
|
2017
Q4 | $390K | Buy |
1,981
+118
| +6% | +$23.2K | 0.1% | 131 |
|
|
2017
Q3 | $327K | Buy |
+1,863
| New | +$327K | 0.08% | 124 |
|
|
2015
Q2 | – | Sell |
-1,485
| Closed | -$207K | – | 39 |
|
|
2015
Q1 | $207K | Buy |
+1,485
| New | +$207K | 0.21% | 43 |
|