PWM
PBMares Wealth Management’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $300K | Buy |
1,969
+100
| +5% | +$15.2K | 0.05% | 147 |
|
|
2025
Q1 | $274K | Sell |
1,869
-28
| -1% | -$4.11K | 0.05% | 158 |
|
|
2024
Q4 | $245K | Buy |
1,897
+1
| +0.1% | +$129 | 0.05% | 172 |
|
|
2024
Q3 | $259K | Buy |
+1,896
| New | +$259K | 0.05% | 162 |
|
|
2022
Q1 | – | Sell |
-1,626
| Closed | -$289K | – | 162 |
|
|
2021
Q4 | $289K | Buy |
1,626
+53
| +3% | +$9.42K | 0.12% | 127 |
|
|
2021
Q3 | $276K | Hold |
1,573
| – | – | 0.13% | 126 |
|
|
2021
Q2 | $312K | Buy |
1,573
+1
| +0.1% | +$198 | 0.17% | 117 |
|
|
2021
Q1 | $303K | Hold |
1,572
| – | – | 0.25% | 111 |
|
|
2020
Q4 | $275K | Sell |
1,572
-101
| -6% | -$17.7K | 0.32% | 97 |
|
|
2020
Q3 | $268K | Hold |
1,673
| – | – | 0.39% | 81 |
|
|
2020
Q2 | $261K | Buy |
1,673
+1
| +0.1% | +$156 | 0.39% | 84 |
|
|
2020
Q1 | $228K | Buy |
1,672
+101
| +6% | +$13.8K | 0.36% | 91 |
|
|
2019
Q4 | $277K | Buy |
+1,571
| New | +$277K | 0.33% | 92 |
|