RSWM
Robertson Stephens Wealth Management’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $867K | Buy |
5,698
+548
| +11% | +$83.4K | 0.03% | 282 |
|
|
2025
Q1 | $756K | Sell |
5,150
-417
| -7% | -$61.3K | 0.03% | 298 |
|
|
2024
Q4 | $719K | Buy |
5,567
+124
| +2% | +$16K | 0.03% | 300 |
|
|
2024
Q3 | $744K | Sell |
5,443
-574
| -10% | -$78.5K | 0.03% | 330 |
|
|
2024
Q2 | $615K | Buy |
6,017
+610
| +11% | +$62.3K | 0.03% | 298 |
|
|
2024
Q1 | $574K | Sell |
5,407
-170
| -3% | -$18K | 0.03% | 319 |
|
|
2023
Q4 | $610K | Buy |
5,577
+378
| +7% | +$41.3K | 0.04% | 276 |
|
|
2023
Q3 | $487K | Sell |
5,199
-268
| -5% | -$25.1K | 0.03% | 311 |
|
|
2023
Q2 | $547K | Sell |
5,467
-53
| -1% | -$5.31K | 0.04% | 264 |
|
|
2023
Q1 | $580K | Buy |
5,520
+240
| +5% | +$25.2K | 0.04% | 274 |
|
|
2022
Q4 | $633K | Buy |
5,280
+1,126
| +27% | +$135K | 0.06% | 229 |
|
|
2022
Q3 | $459K | Sell |
4,154
-113
| -3% | -$12.5K | 0.05% | 226 |
|
|
2022
Q2 | $552K | Buy |
4,267
+236
| +6% | +$30.5K | 0.05% | 228 |
|
|
2022
Q1 | $600K | Buy |
4,031
+129
| +3% | +$19.2K | 0.05% | 232 |
|
|
2021
Q4 | $693K | Buy |
+3,902
| New | +$693K | 0.06% | 226 |
|
|
2021
Q3 | – | Sell |
-1,044
| Closed | -$207K | – | 326 |
|
|
2021
Q2 | $207K | Sell |
1,044
-141
| -12% | -$28K | 0.02% | 317 |
|
|
2021
Q1 | $228K | Buy |
+1,185
| New | +$228K | 0.04% | 267 |
|
|
2020
Q3 | – | Sell |
-2,066
| Closed | -$322K | – | 243 |
|
|
2020
Q2 | $322K | Buy |
2,066
+108
| +6% | +$16.8K | 0.09% | 135 |
|
|
2020
Q1 | $267K | Buy |
+1,958
| New | +$267K | 0.09% | 148 |
|