Private Wealth Partners’s 3M MMM Stock Holding History

Private Wealth Partners’s Portfolio MMM Stock Details MMM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.45M	Hold	9,556	–	–	0.11%	79
2025 Q1	$1.4M	Sell	9,556 -803	-8%	-$118K	0.12%	79
2024 Q4	$1.34M	Sell	10,359 -50	-0.5%	-$6.45K	0.1%	82
2024 Q3	$1.42M	Buy	10,409 +50	+0.5%	+$6.84K	0.11%	77
2024 Q2	$1.06M	Sell	10,359 -2,569	-20%	-$263K	0.08%	90
2024 Q1	$1.15M	Buy	12,928 +546	+4%	+$48.4K	0.09%	80
2023 Q4	$1.13M	Sell	12,382 -109	-0.9%	-$9.96K	0.1%	82
2023 Q3	$978K	Sell	12,491 -837	-6%	-$65.5K	0.09%	78
2023 Q2	$1.12M	Sell	13,328 -1,013	-7%	-$84.8K	0.1%	73
2023 Q1	$1.26M	Buy	14,341 +1,592	+12%	+$140K	0.13%	68
2022 Q4	$1.28M	Hold	12,749	–	–	0.15%	65
2022 Q3	$1.18M	Hold	12,749	–	–	0.15%	59
2022 Q2	$1.38M	Sell	12,749 -449	-3%	-$48.6K	0.16%	60
2022 Q1	$1.64M	Buy	13,198 +60	+0.5%	+$7.47K	0.15%	63
2021 Q4	$1.95M	Buy	+13,138	New	+$1.95M	0.16%	60
2021 Q1	–	Sell	-11,576	Closed	-$1.69M	–	96
2020 Q4	$1.69M	Sell	11,576 -490	-4%	-$71.6K	0.18%	67
2020 Q3	$1.62M	Hold	12,066	–	–	0.19%	64
2020 Q2	$1.57M	Hold	12,066	–	–	0.22%	60
2020 Q1	$1.38M	Sell	12,066 -1,196	-9%	-$136K	0.23%	60
2019 Q4	$1.96M	Sell	13,262 -299	-2%	-$44.1K	0.27%	57
2019 Q3	$1.86M	Sell	13,561 -1,217	-8%	-$167K	0.29%	54
2019 Q2	$2.14M	Sell	14,778 -179	-1%	-$25.9K	0.33%	50
2019 Q1	$2.6M	Sell	14,957 -437	-3%	-$75.9K	0.43%	46
2018 Q4	$2.45M	Hold	15,394	–	–	0.47%	42
2018 Q3	$2.71M	Hold	15,394	–	–	0.41%	53
2018 Q2	$2.53M	Sell	15,394 -2,437	-14%	-$401K	0.43%	56
2018 Q1	$3.27M	Buy	17,831 +1,021	+6%	+$187K	0.57%	51
2017 Q4	$3.31M	Sell	16,810 -167	-1%	-$32.9K	0.61%	49
2017 Q3	$2.98M	Sell	16,977 -204	-1%	-$35.8K	0.6%	48
2017 Q2	$2.99M	Sell	17,181 -6	-0%	-$1.05K	0.65%	45
2017 Q1	$2.75M	Sell	17,187 -1,315	-7%	-$210K	0.61%	45
2016 Q4	$2.76M	Sell	18,502 -929	-5%	-$139K	0.66%	41
2016 Q3	$2.86M	Sell	19,431 -138	-0.7%	-$20.3K	0.69%	41
2016 Q2	$2.87M	Buy	19,569 +120	+0.6%	+$17.6K	0.69%	43
2016 Q1	$2.71M	Buy	19,449 +855	+5%	+$119K	0.65%	42
2015 Q4	$2.34M	Sell	18,594 -311	-2%	-$39.2K	0.55%	49
2015 Q3	$2.24M	Buy	18,905 +442	+2%	+$52.4K	0.56%	48
2015 Q2	$2.38M	Buy	18,463 +1,304	+8%	+$168K	0.54%	51
2015 Q1	$2.37M	Sell	17,159 -1,615	-9%	-$223K	0.54%	51
2014 Q4	$2.58M	Sell	18,774 -1,778	-9%	-$244K	0.61%	47
2014 Q3	$2.44M	Buy	20,552 +1,531	+8%	+$181K	0.53%	54
2014 Q2	$2.28M	Sell	19,021 -90	-0.5%	-$10.8K	0.5%	56
2014 Q1	$2.17M	Sell	19,111 -478	-2%	-$54.2K	0.51%	51
2013 Q4	$2.3M	Sell	19,589 -8,571	-30%	-$1.01M	0.51%	57
2013 Q3	$2.81M	Sell	28,160 -84	-0.3%	-$8.39K	0.67%	48
2013 Q2	$2.58M	Buy	+28,244	New	+$2.58M	0.64%	47