MWM
MinichMacGregor Wealth Management’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $203K | Buy |
+1,335
| New | +$203K | 0.04% | 120 |
|
|
2023
Q1 | – | Sell |
-1,539
| Closed | -$185K | – | 419 |
|
|
2022
Q4 | $185K | Buy |
+1,539
| New | +$185K | 0.07% | 83 |
|
|
2022
Q3 | – | Sell |
-1,619
| Closed | -$209K | – | 82 |
|
|
2022
Q2 | $209K | Buy |
+1,619
| New | +$209K | 0.09% | 70 |
|
|
2018
Q4 | – | Sell |
-515
| Closed | -$109K | – | 338 |
|
|
2018
Q3 | $109K | Sell |
515
-56
| -10% | -$11.9K | 0.07% | 77 |
|
|
2018
Q2 | $111K | Sell |
571
-129
| -18% | -$25.1K | 0.08% | 73 |
|
|
2018
Q1 | $153K | Buy |
700
+11
| +2% | +$2.4K | 0.12% | 48 |
|
|
2017
Q4 | $162K | Buy |
689
+1
| +0.1% | +$235 | 0.13% | 48 |
|
|
2017
Q3 | $144K | Buy |
688
+29
| +4% | +$6.07K | 0.12% | 49 |
|
|
2017
Q2 | $137K | Hold |
659
| – | – | 0.12% | 51 |
|
|
2017
Q1 | $126K | Buy |
659
+81
| +14% | +$15.5K | 0.11% | 51 |
|
|
2016
Q4 | $103K | Hold |
578
| – | – | 0.1% | 60 |
|
|
2016
Q3 | $101K | Hold |
578
| – | – | 0.09% | 63 |
|
|
2016
Q2 | $101K | Hold |
578
| – | – | 0.1% | 64 |
|
|
2016
Q1 | $96K | Buy |
578
+76
| +15% | +$12.6K | 0.09% | 68 |
|
|
2015
Q4 | $79K | Buy |
+502
| New | +$79K | 0.07% | 74 |
|