PWM
Perigon Wealth Management’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.09M | Sell |
26,867
-4,284
| -14% | -$652K | 0.1% | 211 |
|
|
2025
Q1 | $4.57M | Buy |
31,151
+309
| +1% | +$45.4K | 0.12% | 171 |
|
|
2024
Q4 | $4.29M | Buy |
30,842
+1,526
| +5% | +$212K | 0.11% | 182 |
|
|
2024
Q3 | $4.01M | Buy |
29,316
+2,187
| +8% | +$299K | 0.11% | 178 |
|
|
2024
Q2 | $2.77M | Buy |
27,129
+778
| +3% | +$79.5K | 0.08% | 214 |
|
|
2024
Q1 | $2.8M | Sell |
26,351
-290
| -1% | -$30.8K | 0.08% | 210 |
|
|
2023
Q4 | $2.91M | Sell |
26,641
-1,229
| -4% | -$134K | 0.1% | 179 |
|
|
2023
Q3 | $2.61M | Buy |
27,870
+2,355
| +9% | +$220K | 0.11% | 176 |
|
|
2023
Q2 | $2.55M | Buy |
25,515
+237
| +0.9% | +$23.7K | 0.1% | 183 |
|
|
2023
Q1 | $2.66M | Sell |
25,278
-2,240
| -8% | -$235K | 0.15% | 144 |
|
|
2022
Q4 | $3.3M | Buy |
27,518
+6,653
| +32% | +$798K | 0.2% | 116 |
|
|
2022
Q3 | $2.31M | Sell |
20,865
-1,591
| -7% | -$176K | 0.2% | 107 |
|
|
2022
Q2 | $2.91M | Buy |
22,456
+777
| +4% | +$101K | 0.24% | 89 |
|
|
2022
Q1 | $3.23M | Buy |
21,679
+1,767
| +9% | +$263K | 0.23% | 85 |
|
|
2021
Q4 | $3.54M | Buy |
19,912
+246
| +1% | +$43.7K | 0.25% | 84 |
|
|
2021
Q3 | $3.45M | Buy |
19,666
+159
| +0.8% | +$27.9K | 0.3% | 76 |
|
|
2021
Q2 | $3.88M | Buy |
19,507
+164
| +0.8% | +$32.6K | 0.34% | 61 |
|
|
2021
Q1 | $3.73M | Buy |
19,343
+228
| +1% | +$43.9K | 0.38% | 57 |
|
|
2020
Q4 | $3.34M | Buy |
19,115
+168
| +0.9% | +$29.4K | 0.39% | 53 |
|
|
2020
Q3 | $3.04M | Hold |
18,947
| – | – | 0.42% | 46 |
|
|
2020
Q2 | $2.96M | Buy |
18,947
+2,286
| +14% | +$357K | 0.47% | 45 |
|
|
2020
Q1 | $2.46M | Sell |
16,661
-298
| -2% | -$44K | 0.46% | 46 |
|
|
2019
Q4 | $3.03M | Sell |
16,959
-1,949
| -10% | -$348K | 0.62% | 40 |
|
|
2019
Q3 | $3.08M | Sell |
18,908
-649
| -3% | -$106K | 0.72% | 38 |
|
|
2019
Q2 | $3.39M | Buy |
19,557
+3,200
| +20% | +$555K | 0.79% | 35 |
|
|
2019
Q1 | $3.12M | Sell |
16,357
-2,754
| -14% | -$525K | 0.73% | 37 |
|
|
2018
Q4 | $3.74M | Buy |
19,111
+3,821
| +25% | +$749K | 0.96% | 28 |
|
|
2018
Q3 | $3.22M | Sell |
15,290
-1,812
| -11% | -$382K | 0.79% | 36 |
|
|
2018
Q2 | $3.36M | Buy |
17,102
+2,570
| +18% | +$506K | 1.01% | 29 |
|
|
2018
Q1 | $3.19M | Buy |
14,532
+13
| +0.1% | +$2.85K | 1.18% | 25 |
|
|
2017
Q4 | $3.42M | Sell |
14,519
-2,592
| -15% | -$610K | 1.28% | 23 |
|
|
2017
Q3 | $3.59M | Sell |
17,111
-12,472
| -42% | -$2.62M | 1.17% | 22 |
|
|
2017
Q2 | $6.16M | Buy |
29,583
+498
| +2% | +$104K | 1.34% | 11 |
|
|
2017
Q1 | $5.57M | Buy |
29,085
+386
| +1% | +$73.9K | 1.18% | 17 |
|
|
2016
Q4 | $5.47M | Buy |
28,699
+3,544
| +14% | +$675K | 1.19% | 17 |
|
|
2016
Q3 | $4.43M | Buy |
25,155
+470
| +2% | +$82.8K | 1.14% | 22 |
|
|
2016
Q2 | $4.32M | Buy |
24,685
+146
| +0.6% | +$25.6K | 1.15% | 20 |
|
|
2016
Q1 | $4.13M | Hold |
24,539
| – | – | 1.29% | 18 |
|
|
2015
Q4 | $3.7M | Buy |
24,539
+5,871
| +31% | +$885K | 1.02% | 24 |
|
|
2015
Q3 | $2.65M | Sell |
18,668
-68
| -0.4% | -$9.64K | 0.79% | 32 |
|
|
2015
Q2 | $2.89M | Buy |
18,736
+160
| +0.9% | +$24.7K | 0.76% | 31 |
|
|
2015
Q1 | $3.06M | Buy |
18,576
+3,304
| +22% | +$545K | 0.84% | 26 |
|
|
2014
Q4 | $2.51M | Buy |
15,272
+21
| +0.1% | +$3.45K | 0.75% | 35 |
|
|
2014
Q3 | $2.16M | Sell |
15,251
-3,534
| -19% | -$501K | 0.64% | 45 |
|
|
2014
Q2 | $2.69M | Buy |
18,785
+830
| +5% | +$119K | 0.77% | 36 |
|
|
2014
Q1 | $2.44M | Sell |
17,955
-350
| -2% | -$47.5K | 1.34% | 25 |
|
|
2013
Q4 | $2.57M | Buy |
+18,305
| New | +$2.57M | 1.42% | 25 |
|