Palumbo 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 | $224K | Sell |
1,472
-159
| -10% | -$24.2K | 0.07% | 174 |
|
|
2025
Q1 | $239K | Buy |
+1,631
| New | +$239K | 0.08% | 154 |
|
|
2024
Q4 | – | Sell |
-1,947
| Closed | -$266K | – | 182 |
|
|
2024
Q3 | $266K | Buy |
+1,947
| New | +$266K | 0.1% | 120 |
|
|
2023
Q2 | – | Sell |
-4,755
| Closed | -$418K | – | 108 |
|
|
2023
Q1 | $418K | Sell |
4,755
-403
| -8% | -$35.4K | 0.28% | 65 |
|
|
2022
Q4 | $517K | Sell |
5,158
-36
| -0.7% | -$3.61K | 0.41% | 53 |
|
|
2022
Q3 | $480K | Buy |
5,194
+289
| +6% | +$26.7K | 0.41% | 54 |
|
|
2022
Q2 | $531K | Buy |
4,905
+418
| +9% | +$45.3K | 0.42% | 50 |
|
|
2022
Q1 | $558K | Buy |
4,487
+160
| +4% | +$19.9K | 0.36% | 59 |
|
|
2021
Q4 | $643K | Buy |
4,327
+312
| +8% | +$46.4K | 0.4% | 54 |
|
|
2021
Q3 | $589K | Buy |
4,015
+376
| +10% | +$55.2K | 0.39% | 58 |
|
|
2021
Q2 | $604K | Buy |
+3,639
| New | +$604K | 0.41% | 61 |
|