RWP
Ridgecrest Wealth Partners’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $294K | Buy |
1,928
+112
| +6% | +$17.1K | 0.15% | 81 |
|
|
2025
Q1 | $267K | Hold |
1,816
| – | – | 0.14% | 92 |
|
|
2024
Q4 | $234K | Buy |
1,816
+12
| +0.7% | +$1.55K | 0.13% | 92 |
|
|
2024
Q3 | $247K | Buy |
+1,804
| New | +$247K | 0.13% | 96 |
|
|
2024
Q2 | – | Sell |
-2,017
| Closed | -$214K | – | 112 |
|
|
2024
Q1 | $214K | Buy |
+2,017
| New | +$214K | 0.13% | 97 |
|
|
2023
Q4 | – | Sell |
-2,641
| Closed | -$247K | – | 101 |
|
|
2023
Q3 | $247K | Hold |
2,641
| – | – | 0.17% | 82 |
|
|
2023
Q2 | $264K | Hold |
2,641
| – | – | 0.17% | 83 |
|
|
2023
Q1 | $278K | Buy |
+2,641
| New | +$278K | 0.2% | 79 |
|
|
2022
Q4 | – | Sell |
-2,641
| Closed | -$292K | – | 98 |
|
|
2022
Q3 | $292K | Hold |
2,641
| – | – | 0.24% | 73 |
|
|
2022
Q2 | $342K | Hold |
2,641
| – | – | 0.25% | 72 |
|
|
2022
Q1 | $393K | Hold |
2,641
| – | – | 0.25% | 71 |
|
|
2021
Q4 | $469K | Buy |
2,641
+256
| +11% | +$45.5K | 0.23% | 77 |
|
|
2021
Q3 | $418K | Hold |
2,385
| – | – | 0.23% | 78 |
|
|
2021
Q2 | $474K | Hold |
2,385
| – | – | 0.3% | 66 |
|
|
2021
Q1 | $460K | Buy |
+2,385
| New | +$460K | 0.44% | 50 |
|