Mission 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 | $664K | Buy |
4,363
+1,338
| +44% | +$204K | 0.01% | 394 |
|
|
2025
Q1 | $444K | Sell |
3,025
-100
| -3% | -$14.7K | 0.01% | 462 |
|
|
2024
Q4 | $403K | Sell |
3,125
-922
| -23% | -$119K | 0.01% | 462 |
|
|
2024
Q3 | $553K | Buy |
4,047
+543
| +15% | +$74.2K | 0.01% | 396 |
|
|
2024
Q2 | $358K | Sell |
3,504
-5,373
| -61% | -$549K | 0.01% | 472 |
|
|
2024
Q1 | $787K | Buy |
8,877
+3,267
| +58% | +$290K | 0.02% | 325 |
|
|
2023
Q4 | $513K | Sell |
5,610
-480
| -8% | -$43.9K | 0.02% | 352 |
|
|
2023
Q3 | $477K | Sell |
6,090
-1,234
| -17% | -$96.6K | 0.02% | 336 |
|
|
2023
Q2 | $613K | Buy |
7,324
+1,417
| +24% | +$119K | 0.02% | 294 |
|
|
2023
Q1 | $519K | Sell |
5,907
-146
| -2% | -$12.8K | 0.02% | 313 |
|
|
2022
Q4 | $607K | Sell |
6,053
-381
| -6% | -$38.2K | 0.03% | 278 |
|
|
2022
Q3 | $594K | Sell |
6,434
-826
| -11% | -$76.3K | 0.03% | 255 |
|
|
2022
Q2 | $786K | Buy |
7,260
+916
| +14% | +$99.2K | 0.04% | 221 |
|
|
2022
Q1 | $790K | Sell |
6,344
-2,270
| -26% | -$283K | 0.04% | 222 |
|
|
2021
Q4 | $1.28M | Buy |
8,614
+1,224
| +17% | +$182K | 0.06% | 156 |
|
|
2021
Q3 | $1.08M | Sell |
7,390
-776
| -10% | -$114K | 0.06% | 158 |
|
|
2021
Q2 | $1.36M | Buy |
8,166
+113
| +1% | +$18.8K | 0.07% | 134 |
|
|
2021
Q1 | $1.3M | Buy |
8,053
+59
| +0.7% | +$9.5K | 0.08% | 125 |
|
|
2020
Q4 | $1.17M | Buy |
7,994
+275
| +4% | +$40.2K | 0.07% | 125 |
|
|
2020
Q3 | $1.03M | Buy |
7,719
+310
| +4% | +$41.5K | 0.08% | 121 |
|
|
2020
Q2 | $966K | Buy |
7,409
+1,047
| +16% | +$137K | 0.08% | 112 |
|
|
2020
Q1 | $726K | Sell |
6,362
-816
| -11% | -$93.1K | 0.08% | 117 |
|
|
2019
Q4 | $1.06M | Buy |
7,178
+79
| +1% | +$11.7K | 0.1% | 107 |
|
|
2019
Q3 | $976K | Buy |
7,099
+128
| +2% | +$17.6K | 0.1% | 102 |
|
|
2019
Q2 | $1.01M | Sell |
6,971
-720
| -9% | -$104K | 0.11% | 96 |
|
|
2019
Q1 | $1.34M | Buy |
7,691
+249
| +3% | +$43.3K | 0.16% | 79 |
|
|
2018
Q4 | $1.19M | Sell |
7,442
-416
| -5% | -$66.3K | 0.15% | 76 |
|
|
2018
Q3 | $1.38M | Sell |
7,858
-134
| -2% | -$23.6K | 0.18% | 69 |
|
|
2018
Q2 | $1.32M | Buy |
7,992
+531
| +7% | +$87.4K | 0.19% | 66 |
|
|
2018
Q1 | $1.37M | Sell |
7,461
-156
| -2% | -$28.6K | 0.22% | 53 |
|
|
2017
Q4 | $1.5M | Buy |
7,617
+1,678
| +28% | +$330K | 0.26% | 46 |
|
|
2017
Q3 | $1.04M | Buy |
5,939
+294
| +5% | +$51.6K | 0.19% | 63 |
|
|
2017
Q2 | $983K | Buy |
5,645
+330
| +6% | +$57.5K | 0.19% | 63 |
|
|
2017
Q1 | $850K | Buy |
5,315
+65
| +1% | +$10.4K | 0.17% | 70 |
|
|
2016
Q4 | $784K | Buy |
5,250
+651
| +14% | +$97.2K | 0.16% | 69 |
|
|
2016
Q3 | $678K | Buy |
4,599
+2,000
| +77% | +$295K | 0.16% | 69 |
|
|
2016
Q2 | $381K | Hold |
2,599
| – | – | 0.1% | 95 |
|
|
2016
Q1 | $362K | Buy |
+2,599
| New | +$362K | 0.1% | 98 |
|