One Wealth Advisors’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,732
| Closed | -$250K | – | 257 |
|
|
2023
Q4 | $250K | Sell |
2,732
-1,533
| -36% | -$140K | 0.05% | 182 |
|
|
2023
Q3 | $334K | Buy |
4,265
+1,678
| +65% | +$131K | 0.07% | 128 |
|
|
2023
Q2 | $216K | Buy |
2,587
+120
| +5% | +$10K | 0.05% | 196 |
|
|
2023
Q1 | $217K | Buy |
+2,467
| New | +$217K | 0.05% | 181 |
|
|
2019
Q2 | – | Sell |
-5
| Closed | -$1K | – | 342 |
|
|
2019
Q1 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 534 |
|