Pinnacle Wealth Planning Services’s 3M MMM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $278K | Sell |
1,824
-10
| -0.5% | -$1.52K | 0.04% | 324 |
|
2025
Q1 | $269K | Buy |
1,834
+83
| +5% | +$12.2K | 0.04% | 286 |
|
2024
Q4 | $226K | Sell |
1,751
-443
| -20% | -$57.2K | 0.03% | 330 |
|
2024
Q3 | $300K | Sell |
2,194
-82
| -4% | -$11.2K | 0.04% | 306 |
|
2024
Q2 | $233K | Buy |
+2,276
| New | +$233K | 0.03% | 369 |
|
2024
Q1 | – | Sell |
-2,592
| Closed | -$237K | – | 523 |
|
2023
Q4 | $237K | Buy |
+2,592
| New | +$237K | 0.04% | 339 |
|
2023
Q1 | – | Sell |
-2,863
| Closed | -$287K | – | 492 |
|
2022
Q4 | $287K | Buy |
+2,863
| New | +$287K | 0.05% | 273 |
|
2022
Q2 | – | Sell |
-2,543
| Closed | -$317K | – | 453 |
|
2022
Q1 | $317K | Sell |
2,543
-174
| -6% | -$21.7K | 0.06% | 259 |
|
2021
Q4 | $404K | Sell |
2,717
-122
| -4% | -$18.1K | 0.08% | 201 |
|
2021
Q3 | $416K | Buy |
2,839
+117
| +4% | +$17.1K | 0.09% | 171 |
|
2021
Q2 | $452K | Buy |
2,722
+7
| +0.3% | +$1.16K | 0.11% | 148 |
|
2021
Q1 | $437K | Buy |
2,715
+190
| +8% | +$30.6K | 0.11% | 146 |
|
2020
Q4 | $369K | Buy |
2,525
+17
| +0.7% | +$2.48K | 0.09% | 151 |
|
2020
Q3 | $336K | Hold |
2,508
| – | – | 0.11% | 142 |
|
2020
Q2 | $327K | Buy |
+2,508
| New | +$327K | 0.11% | 148 |
|
2020
Q1 | – | Sell |
-2,465
| Closed | -$363K | – | 254 |
|
2019
Q4 | $363K | Buy |
2,465
+904
| +58% | +$133K | 0.17% | 125 |
|
2019
Q3 | $214K | Buy |
+1,561
| New | +$214K | 0.12% | 171 |
|