MWP

Moller Wealth Partners’s 3M MMM Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-1,189	Closed	-$208K	–	53
2020 Q4	$208K	Sell	1,189 -500	-30%	-$87.5K	0.09%	49
2020 Q3	$271K	Hold	1,689	–	–	0.12%	36
2020 Q2	$263K	Hold	1,689	–	–	0.12%	41
2020 Q1	$231K	Hold	1,689	–	–	0.12%	44
2019 Q4	$298K	Sell	1,689 -112	-6%	-$19.8K	0.13%	42
2019 Q3	$296K	Hold	1,801	–	–	0.14%	40
2019 Q2	$312K	Hold	1,801	–	–	0.16%	42
2019 Q1	$374K	Sell	1,801 -2,679	-60%	-$556K	0.17%	42
2018 Q4	$861K	Buy	4,480 +2,679	+149%	+$515K	0.56%	28
2018 Q3	$379K	Hold	1,801	–	–	0.17%	31
2018 Q2	$354K	Hold	1,801	–	–	0.14%	33
2018 Q1	$395K	Sell	1,801 -1,192	-40%	-$261K	0.17%	32
2017 Q4	$704K	Buy	2,993 +1,257	+72%	+$296K	0.27%	28
2017 Q3	$364K	Sell	1,736 -1,333	-43%	-$280K	0.14%	35
2017 Q2	$639K	Buy	3,069 +1,341	+78%	+$279K	0.27%	30
2017 Q1	$331K	Hold	1,728	–	–	0.14%	36
2016 Q4	$309K	Hold	1,728	–	–	0.15%	35
2016 Q3	$305K	Hold	1,728	–	–	0.14%	37
2016 Q2	$303K	Hold	1,728	–	–	0.15%	35
2016 Q1	$288K	Hold	1,728	–	–	0.17%	32
2015 Q4	$260K	Sell	1,728 -1,341	-44%	-$202K	0.14%	36
2015 Q3	$435K	Buy	3,069 +1,271	+71%	+$180K	0.4%	28
2015 Q2	$277K	Sell	1,798 -1,271	-41%	-$196K	0.13%	36
2015 Q1	$506K	Hold	3,069	–	–	0.23%	33
2014 Q4	$504K	Sell	3,069 -42	-1%	-$6.9K	0.25%	32
2014 Q3	$441K	Buy	3,111 +108	+4%	+$15.3K	0.21%	37
2014 Q2	$430K	Hold	3,003	–	–	0.2%	39
2014 Q1	$407K	Buy	3,003 +1,403	+88%	+$190K	0.21%	37
2013 Q4	$224K	Buy	+1,600	New	+$224K	0.12%	43