Patriot Wealth Management’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-35,775
| Closed | -$6.23M | – | 83 |
|
|
2017
Q2 | $6.23M | Sell |
35,775
-15,686
| -30% | -$2.73M | 1.04% | 38 |
|
|
2017
Q1 | $8.23M | Sell |
51,461
-622
| -1% | -$99.5K | 1.32% | 21 |
|
|
2016
Q4 | $7.78M | Buy |
52,083
+11,583
| +29% | +$1.73M | 1.47% | 19 |
|
|
2016
Q3 | $5.97M | Sell |
40,500
-1,232
| -3% | -$182K | 1.15% | 32 |
|
|
2016
Q2 | $6.11M | Buy |
41,732
+1,335
| +3% | +$195K | 1.21% | 31 |
|
|
2016
Q1 | $5.63M | Buy |
40,397
+549
| +1% | +$76.5K | 1.14% | 35 |
|
|
2015
Q4 | $5.02M | Sell |
39,848
-151
| -0.4% | -$19K | 1.04% | 36 |
|
|
2015
Q3 | $4.74M | Buy |
39,999
+1,500
| +4% | +$178K | 1.1% | 35 |
|
|
2015
Q2 | $4.97M | Buy |
38,499
+378
| +1% | +$48.8K | 1.11% | 35 |
|
|
2015
Q1 | $5.26M | Buy |
38,121
+1,354
| +4% | +$187K | 1.17% | 32 |
|
|
2014
Q4 | $5.05M | Buy |
36,767
+613
| +2% | +$84.2K | 1.18% | 32 |
|
|
2014
Q3 | $4.28M | Buy |
36,154
+940
| +3% | +$111K | 1.06% | 40 |
|
|
2014
Q2 | $4.22M | Buy |
35,214
+214
| +0.6% | +$25.6K | 1.07% | 39 |
|
|
2014
Q1 | $3.97M | Buy |
35,000
+389
| +1% | +$44.1K | 1.06% | 38 |
|
|
2013
Q4 | $4.06M | Sell |
34,611
-24,229
| -41% | -$2.84M | 1.12% | 36 |
|
|
2013
Q3 | $5.88M | Buy |
+58,840
| New | +$5.88M | 1.74% | 18 |
|
|
2013
Q2 | – | Hold |
0
| – | – | – | 25 |
|