Premier Path Wealth Partners’s 3M MMM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $859K | Buy |
5,645
+597
| +12% | +$90.9K | 0.12% | 186 |
|
2025
Q1 | $741K | Buy |
5,048
+60
| +1% | +$8.81K | 0.12% | 189 |
|
2024
Q4 | $644K | Buy |
4,988
+136
| +3% | +$17.6K | 0.1% | 198 |
|
2024
Q3 | $663K | Sell |
4,852
-11,388
| -70% | -$1.56M | 0.1% | 199 |
|
2024
Q2 | $1.66M | Sell |
16,240
-2,169
| -12% | -$222K | 0.28% | 87 |
|
2024
Q1 | $1.63M | Buy |
18,409
+3,007
| +20% | +$266K | 0.31% | 84 |
|
2023
Q4 | $1.42M | Buy |
+15,402
| New | +$1.42M | 0.31% | 78 |
|