PGWM
Parisi Gray Wealth Management’s 3M MMM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $210K | Buy |
+1,377
| New | +$210K | 0.06% | 113 |
|
2023
Q1 | – | Sell |
-1,811
| Closed | -$217K | – | 100 |
|
2022
Q4 | $217K | Buy |
+1,811
| New | +$217K | 0.11% | 95 |
|
2022
Q3 | – | Sell |
-1,768
| Closed | -$229K | – | 98 |
|
2022
Q2 | $229K | Sell |
1,768
-414
| -19% | -$53.6K | 0.12% | 93 |
|
2022
Q1 | $325K | Buy |
2,182
+18
| +0.8% | +$2.68K | 0.13% | 92 |
|
2021
Q4 | $384K | Buy |
2,164
+15
| +0.7% | +$2.66K | 0.14% | 92 |
|
2021
Q3 | $380K | Buy |
2,149
+13
| +0.6% | +$2.3K | 0.16% | 95 |
|
2021
Q2 | $424K | Buy |
2,136
+12
| +0.6% | +$2.38K | 0.16% | 95 |
|
2021
Q1 | $409K | Buy |
2,124
+14
| +0.7% | +$2.7K | 0.17% | 91 |
|
2020
Q4 | $369K | Buy |
2,110
+14
| +0.7% | +$2.45K | 0.16% | 96 |
|
2020
Q3 | $336K | Buy |
2,096
+14
| +0.7% | +$2.24K | 0.17% | 87 |
|
2020
Q2 | $325K | Sell |
2,082
-69
| -3% | -$10.8K | 0.19% | 87 |
|
2020
Q1 | $294K | Sell |
2,151
-5,392
| -71% | -$737K | 0.21% | 80 |
|
2019
Q4 | $1.33M | Sell |
7,543
-262
| -3% | -$46.2K | 0.75% | 32 |
|
2019
Q3 | $1.28M | Sell |
7,805
-2
| -0% | -$329 | 0.85% | 31 |
|
2019
Q2 | $1.35M | Buy |
7,807
+56
| +0.7% | +$9.71K | 0.92% | 28 |
|
2019
Q1 | $1.61M | Buy |
7,751
+85
| +1% | +$17.7K | 1.03% | 20 |
|
2018
Q4 | $1.45M | Buy |
7,666
+43
| +0.6% | +$8.15K | 0.98% | 20 |
|
2018
Q3 | $1.6M | Buy |
7,623
+233
| +3% | +$49K | 0.99% | 23 |
|
2018
Q2 | $1.46M | Buy |
7,390
+397
| +6% | +$78.4K | 0.97% | 21 |
|
2018
Q1 | $1.51M | Buy |
6,993
+23
| +0.3% | +$4.98K | 1.16% | 17 |
|
2017
Q4 | $1.64M | Buy |
+6,970
| New | +$1.64M | 1.23% | 16 |
|