Prestige Wealth Management Group’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $61.8K | Hold |
406
| – | – | 0.01% | 235 |
|
|
2025
Q1 | $59.6K | Hold |
406
| – | – | 0.01% | 233 |
|
|
2024
Q4 | $52.4K | Sell |
406
-251
| -38% | -$32.4K | 0.01% | 250 |
|
|
2024
Q3 | $89.8K | Buy |
657
+251
| +62% | +$34.3K | 0.02% | 200 |
|
|
2024
Q2 | $41.5K | Sell |
406
-205
| -34% | -$20.9K | 0.01% | 239 |
|
|
2024
Q1 | $54.2K | Hold |
611
| – | – | 0.01% | 248 |
|
|
2023
Q4 | $55.9K | Buy |
611
+30
| +5% | +$2.74K | 0.01% | 236 |
|
|
2023
Q3 | $45.5K | Hold |
581
| – | – | 0.01% | 246 |
|
|
2023
Q2 | $48.6K | Sell |
581
-59
| -9% | -$4.94K | 0.01% | 260 |
|
|
2023
Q1 | $56.2K | Sell |
640
-171
| -21% | -$15K | 0.01% | 236 |
|
|
2022
Q4 | $81.3K | Buy |
811
+108
| +15% | +$10.8K | 0.02% | 209 |
|
|
2022
Q3 | $65K | Sell |
703
-52
| -7% | -$4.81K | 0.02% | 203 |
|
|
2022
Q2 | $82K | Sell |
755
-339
| -31% | -$36.8K | 0.02% | 195 |
|
|
2022
Q1 | $137K | Sell |
1,094
-40
| -4% | -$5.01K | 0.03% | 169 |
|
|
2021
Q4 | $168K | Buy |
1,134
+23
| +2% | +$3.41K | 0.04% | 153 |
|
|
2021
Q3 | $163K | Buy |
1,111
+155
| +16% | +$22.7K | 0.04% | 150 |
|
|
2021
Q2 | $158K | Sell |
956
-900
| -48% | -$149K | 0.04% | 150 |
|
|
2021
Q1 | $299K | Buy |
1,856
+207
| +13% | +$33.3K | 0.08% | 92 |
|
|
2020
Q4 | $241K | Buy |
1,649
+241
| +17% | +$35.2K | 0.07% | 114 |
|
|
2020
Q3 | $189K | Buy |
1,408
+235
| +20% | +$31.5K | 0.06% | 122 |
|
|
2020
Q2 | $152K | Buy |
1,173
+747
| +175% | +$96.8K | 0.05% | 118 |
|
|
2020
Q1 | $49K | Buy |
426
+144
| +51% | +$16.6K | 0.02% | 181 |
|
|
2019
Q4 | $42K | Hold |
282
| – | – | 0.02% | 219 |
|
|
2019
Q3 | $39K | Buy |
282
+119
| +73% | +$16.5K | 0.02% | 218 |
|
|
2019
Q2 | $24K | Hold |
163
| – | – | 0.01% | 253 |
|
|
2019
Q1 | $28K | Sell |
163
-198
| -55% | -$34K | 0.02% | 232 |
|
|
2018
Q4 | $58K | Buy |
+361
| New | +$58K | 0.04% | 178 |
|