Parcion Private Wealth’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.02M | Sell |
6,711
-816
| -11% | -$124K | 0.07% | 124 |
|
|
2025
Q1 | $1.11M | Buy |
7,527
+1,428
| +23% | +$210K | 0.09% | 121 |
|
|
2024
Q4 | $787K | Buy |
6,099
+135
| +2% | +$17.4K | 0.06% | 130 |
|
|
2024
Q3 | $815K | Buy |
5,964
+493
| +9% | +$67.4K | 0.07% | 126 |
|
|
2024
Q2 | $559K | Sell |
5,471
-1,142
| -17% | -$117K | 0.05% | 130 |
|
|
2024
Q1 | $586K | Buy |
6,613
+1,133
| +21% | +$100K | 0.05% | 130 |
|
|
2023
Q4 | $501K | Hold |
5,480
| – | – | 0.05% | 136 |
|
|
2023
Q3 | $429K | Sell |
5,480
-4,942
| -47% | -$387K | 0.04% | 144 |
|
|
2023
Q2 | $872K | Sell |
10,422
-414
| -4% | -$34.6K | 0.09% | 108 |
|
|
2023
Q1 | $952K | Sell |
10,836
-86
| -0.8% | -$7.56K | 0.1% | 110 |
|
|
2022
Q4 | $1.1M | Sell |
10,922
-1,116
| -9% | -$112K | 0.12% | 105 |
|
|
2022
Q3 | $1.11M | Hold |
12,038
| – | – | 0.12% | 112 |
|
|
2022
Q2 | $1.35M | Buy |
12,038
+7,999
| +198% | +$897K | 0.13% | 114 |
|
|
2022
Q1 | $501K | Sell |
4,039
-399
| -9% | -$49.5K | 0.05% | 139 |
|
|
2021
Q4 | $663K | Sell |
4,438
-112
| -2% | -$16.7K | 0.06% | 124 |
|
|
2021
Q3 | $692K | Buy |
4,550
+120
| +3% | +$18.3K | 0.06% | 131 |
|
|
2021
Q2 | $736K | Hold |
4,430
| – | – | 0.07% | 123 |
|
|
2021
Q1 | $714K | Hold |
4,430
| – | – | 0.08% | 124 |
|
|
2020
Q4 | $647K | Hold |
4,430
| – | – | 0.09% | 118 |
|
|
2020
Q3 | $594K | Hold |
4,430
| – | – | 0.09% | 118 |
|
|
2020
Q2 | $586K | Sell |
4,430
-72
| -2% | -$9.52K | 0.1% | 115 |
|
|
2020
Q1 | $514K | Buy |
4,502
+120
| +3% | +$13.7K | 0.14% | 99 |
|
|
2019
Q4 | $646K | Buy |
+4,382
| New | +$646K | 0.14% | 101 |
|