MWM
Minot Wealth Management’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $372K | Sell |
2,877
-651
| -18% | -$84.2K | 0.1% | 129 |
|
|
2022
Q1 | $525K | Sell |
3,528
-175
| -5% | -$26K | 0.11% | 124 |
|
|
2021
Q4 | $658K | Sell |
3,703
-6,551
| -64% | -$1.16M | 0.13% | 113 |
|
|
2021
Q3 | $1.8M | Sell |
10,254
-3,862
| -27% | -$678K | 0.39% | 65 |
|
|
2021
Q2 | $2.82M | Buy |
14,116
+2,299
| +19% | +$459K | 0.62% | 49 |
|
|
2021
Q1 | $2.28M | Buy |
11,817
+5,776
| +96% | +$1.11M | 0.58% | 55 |
|
|
2020
Q4 | $1.06M | Buy |
6,041
+3,765
| +165% | +$658K | 0.32% | 78 |
|
|
2020
Q3 | $365K | Sell |
2,276
-200
| -8% | -$32.1K | 0.14% | 105 |
|
|
2020
Q2 | $386K | Buy |
2,476
+33
| +1% | +$5.15K | 0.19% | 89 |
|
|
2020
Q1 | $333K | Buy |
2,443
+183
| +8% | +$24.9K | 0.24% | 87 |
|
|
2019
Q4 | $402K | Buy |
+2,260
| New | +$402K | 0.18% | 94 |
|