PWM
Paulson Wealth Management’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $373K | Hold |
2,452
| – | – | 0.1% | 99 |
|
|
2025
Q1 | $360K | Sell |
2,452
-109
| -4% | -$16K | 0.1% | 94 |
|
|
2024
Q4 | $331K | Sell |
2,561
-417
| -14% | -$53.8K | 0.09% | 102 |
|
|
2024
Q3 | $407K | Sell |
2,978
-9
| -0.3% | -$1.23K | 0.11% | 96 |
|
|
2024
Q2 | $305K | Sell |
2,987
-1,432
| -32% | -$146K | 0.09% | 107 |
|
|
2024
Q1 | $469K | Sell |
4,419
-18
| -0.4% | -$1.91K | 0.14% | 80 |
|
|
2023
Q4 | $485K | Sell |
4,437
-126
| -3% | -$13.8K | 0.16% | 74 |
|
|
2023
Q3 | $427K | Buy |
4,563
+21
| +0.5% | +$1.97K | 0.15% | 77 |
|
|
2023
Q2 | $455K | Buy |
4,542
+1,061
| +30% | +$106K | 0.16% | 75 |
|
|
2023
Q1 | $366K | Buy |
3,481
+250
| +8% | +$26.3K | 0.16% | 57 |
|
|
2022
Q4 | $387K | Sell |
3,231
-1,275
| -28% | -$153K | 0.19% | 48 |
|
|
2022
Q3 | $498K | Buy |
4,506
+456
| +11% | +$50.4K | 0.27% | 34 |
|
|
2022
Q2 | $524K | Buy |
4,050
+224
| +6% | +$29K | 0.28% | 33 |
|
|
2022
Q1 | $570K | Buy |
3,826
+126
| +3% | +$18.8K | 0.26% | 33 |
|
|
2021
Q4 | $657K | Sell |
3,700
-6
| -0.2% | -$1.07K | 0.29% | 32 |
|
|
2021
Q3 | $650K | Buy |
3,706
+211
| +6% | +$37K | 0.31% | 35 |
|
|
2021
Q2 | $694K | Buy |
3,495
+51
| +1% | +$10.1K | 0.34% | 33 |
|
|
2021
Q1 | $680K | Buy |
3,444
+384
| +13% | +$75.8K | 0.34% | 33 |
|
|
2020
Q4 | $535K | Buy |
3,060
+184
| +6% | +$32.2K | 0.31% | 42 |
|
|
2020
Q3 | $461K | Sell |
2,876
-177
| -6% | -$28.4K | 0.3% | 48 |
|
|
2020
Q2 | $476K | Sell |
3,053
-35
| -1% | -$5.46K | 0.33% | 41 |
|
|
2020
Q1 | $448K | Buy |
3,088
+95
| +3% | +$13.8K | 0.34% | 45 |
|
|
2019
Q4 | $543K | Buy |
2,993
+251
| +9% | +$45.5K | 0.38% | 52 |
|
|
2019
Q3 | $451K | Buy |
2,742
+294
| +12% | +$48.4K | 0.34% | 52 |
|
|
2019
Q2 | $435K | Sell |
2,448
-89
| -4% | -$15.8K | 0.32% | 55 |
|
|
2019
Q1 | $527K | Sell |
2,537
-22
| -0.9% | -$4.57K | 0.4% | 53 |
|
|
2018
Q4 | $492K | Sell |
2,559
-344
| -12% | -$66.1K | 0.41% | 59 |
|
|
2018
Q3 | $558K | Sell |
2,903
-157
| -5% | -$30.2K | 0.5% | 62 |
|
|
2018
Q2 | $602K | Sell |
3,060
-80
| -3% | -$15.7K | 0.59% | 57 |
|
|
2018
Q1 | $689K | Sell |
3,140
-190
| -6% | -$41.7K | 0.69% | 49 |
|
|
2017
Q4 | $784K | Buy |
+3,330
| New | +$784K | 0.69% | 42 |
|