RWB
RMR Wealth Builders’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.2M | Buy |
14,423
+887
| +7% | +$135K | 0.2% | 66 |
|
|
2025
Q1 | $1.99M | Buy |
13,536
+554
| +4% | +$81.4K | 0.21% | 64 |
|
|
2024
Q4 | $1.68M | Buy |
12,982
+1,232
| +10% | +$159K | 0.17% | 72 |
|
|
2024
Q3 | $1.61M | Buy |
+11,750
| New | +$1.61M | 0.17% | 76 |
|
|
2022
Q2 | – | Sell |
-1,388
| Closed | -$207K | – | 207 |
|
|
2022
Q1 | $207K | Buy |
1,388
+168
| +14% | +$25.1K | 0.04% | 197 |
|
|
2021
Q4 | $217K | Buy |
1,220
+9
| +0.7% | +$1.6K | 0.06% | 112 |
|
|
2021
Q3 | $212K | Buy |
1,211
+7
| +0.6% | +$1.23K | 0.06% | 178 |
|
|
2021
Q2 | $239K | Sell |
1,204
-3
| -0.2% | -$596 | 0.08% | 153 |
|
|
2021
Q1 | $233K | Buy |
1,207
+1,122
| +1,320% | +$217K | 0.06% | 170 |
|
|
2020
Q4 | $15K | Sell |
85
-1,206
| -93% | -$213K | 0.01% | 378 |
|
|
2020
Q3 | $207K | Buy |
1,291
+1,206
| +1,419% | +$193K | 0.05% | 196 |
|
|
2020
Q2 | $13K | Buy |
+85
| New | +$13K | 0.01% | 336 |
|
|
2019
Q4 | $85K | Buy |
+484
| New | +$85K | 0.08% | 186 |
|