Richwood Investment Advisors’s 3M MMM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $202K | Buy |
+1,328
| New | +$202K | 0.17% | 100 |
|
2023
Q2 | – | Sell |
-2,436
| Closed | -$214K | – | 104 |
|
2023
Q1 | $214K | Buy |
2,436
+400
| +20% | +$35.2K | 0.21% | 99 |
|
2022
Q4 | $204K | Sell |
2,036
-718
| -26% | -$72K | 0.21% | 103 |
|
2022
Q3 | $254K | Hold |
2,754
| – | – | 0.28% | 92 |
|
2022
Q2 | $298K | Buy |
2,754
+442
| +19% | +$47.8K | 0.3% | 87 |
|
2022
Q1 | $288K | Buy |
2,312
+1,435
| +164% | +$179K | 0.26% | 95 |
|
2021
Q4 | $130K | Buy |
+877
| New | +$130K | 0.11% | 123 |
|