RKL Wealth Management’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $345K | Sell |
2,263
-16
| -0.7% | -$2.44K | 0.03% | 145 |
|
|
2025
Q1 | $335K | Buy |
+2,279
| New | +$335K | 0.03% | 145 |
|
|
2019
Q3 | – | Sell |
-1,415
| Closed | -$205K | – | 130 |
|
|
2019
Q2 | $205K | Buy |
1,415
+258
| +22% | +$37.4K | 0.04% | 124 |
|
|
2019
Q1 | $202K | Buy |
+1,157
| New | +$202K | 0.04% | 126 |
|
|
2018
Q4 | – | Sell |
-1,145
| Closed | -$201K | – | 125 |
|
|
2018
Q3 | $201K | Sell |
1,145
-92
| -7% | -$16.2K | 0.04% | 126 |
|
|
2018
Q2 | $204K | Sell |
1,237
-400
| -24% | -$66K | 0.05% | 127 |
|
|
2018
Q1 | $302K | Buy |
1,637
+228
| +16% | +$42.1K | 0.07% | 119 |
|
|
2017
Q4 | $278K | Sell |
1,409
-255
| -15% | -$50.3K | 0.07% | 124 |
|
|
2017
Q3 | $291K | Buy |
1,664
+84
| +5% | +$14.7K | 0.08% | 129 |
|
|
2017
Q2 | $275K | Buy |
+1,580
| New | +$275K | 0.09% | 127 |
|