PWP
Principle Wealth Partners’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.64M | Sell |
43,624
-1,147
| -3% | -$175K | 0.41% | 48 |
|
|
2025
Q1 | $6.58M | Sell |
44,771
-206
| -0.5% | -$30.3K | 0.47% | 50 |
|
|
2024
Q4 | $5.81M | Sell |
44,977
-865
| -2% | -$112K | 0.41% | 56 |
|
|
2024
Q3 | $6.27M | Sell |
45,842
-1,791
| -4% | -$245K | 0.44% | 52 |
|
|
2024
Q2 | $4.87M | Buy |
47,633
+3,347
| +8% | -$545K | 0.37% | 66 |
|
|
2024
Q1 | $4.7M | Buy |
44,286
+184
| +0.4% | +$19.5K | 0.37% | 70 |
|
|
2023
Q4 | $4.82M | Sell |
44,102
-6,867
| -13% | -$751K | 0.42% | 62 |
|
|
2023
Q3 | $4.77M | Sell |
50,969
-41
| -0.1% | -$3.84K | 0.48% | 55 |
|
|
2023
Q2 | $5.11M | Buy |
51,010
+2,566
| +5% | +$257K | 0.51% | 47 |
|
|
2023
Q1 | $5.09M | Buy |
48,444
+7,043
| +17% | +$740K | 0.54% | 50 |
|
|
2022
Q4 | $4.96M | Sell |
41,401
-5,264
| -11% | -$631K | 0.56% | 49 |
|
|
2022
Q3 | $5.16K | Buy |
46,665
+7,794
| +20% | +$861 | 0.49% | 36 |
|
|
2022
Q2 | $5.03M | Buy |
38,871
+4,801
| +14% | +$621K | 0.61% | 39 |
|
|
2022
Q1 | $5.07M | Buy |
34,070
+5,221
| +18% | +$777K | 0.53% | 40 |
|
|
2021
Q4 | $5.12M | Sell |
28,849
-158
| -0.5% | -$28.1K | 0.54% | 43 |
|
|
2021
Q3 | $5.09M | Sell |
29,007
-262
| -0.9% | -$46.1K | 0.59% | 32 |
|
|
2021
Q2 | $5.81M | Sell |
29,269
-1,606
| -5% | -$319K | 0.66% | 30 |
|
|
2021
Q1 | $5.95M | Buy |
30,875
+2,277
| +8% | +$439K | 0.7% | 31 |
|
|
2020
Q4 | $5M | Buy |
28,598
+25,862
| +945% | +$4.52M | 0.66% | 32 |
|
|
2020
Q3 | $438K | Sell |
2,736
-101
| -4% | -$16.2K | 0.12% | 96 |
|
|
2020
Q2 | $442K | Hold |
2,837
| – | – | 0.13% | 93 |
|
|
2020
Q1 | $387K | Sell |
2,837
-568
| -17% | -$77.4K | 0.15% | 95 |
|
|
2019
Q4 | $601K | Hold |
3,405
| – | – | 0.19% | 90 |
|
|
2019
Q3 | $560K | Buy |
3,405
+1,521
| +81% | +$250K | 0.19% | 92 |
|
|
2019
Q2 | $327K | Buy |
1,884
+61
| +3% | +$10.6K | 0.17% | 98 |
|
|
2019
Q1 | $379K | Sell |
1,823
-1,103
| -38% | -$229K | 0.22% | 82 |
|
|
2018
Q4 | $557K | Buy |
+2,926
| New | +$557K | 0.47% | 49 |
|