RWA Wealth Partners’s 3M MMM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $15.4M | Sell |
101,461
-9,694
| -9% | -$1.48M | 0.19% | 79 |
|
2025
Q1 | $16.3M | Sell |
111,155
-16,685
| -13% | -$2.45M | 0.21% | 73 |
|
2024
Q4 | $16.5M | Sell |
127,840
-5,838
| -4% | -$754K | 0.2% | 76 |
|
2024
Q3 | $18.3M | Buy |
133,678
+103,896
| +349% | +$14.2M | 0.23% | 69 |
|
2024
Q2 | $3.04M | Sell |
29,782
-4,924
| -14% | -$503K | 0.04% | 194 |
|
2024
Q1 | $3.08M | Buy |
34,706
+333
| +1% | +$29.5K | 0.04% | 191 |
|
2023
Q4 | $3.14M | Buy |
34,373
+27,960
| +436% | +$2.56M | 0.04% | 180 |
|
2023
Q3 | $502K | Buy |
6,413
+758
| +13% | +$59.3K | 0.01% | 266 |
|
2023
Q2 | $473K | Buy |
5,655
+3,213
| +132% | +$269K | 0.01% | 233 |
|
2023
Q1 | $215K | Sell |
2,442
-355
| -13% | -$31.2K | 0.01% | 243 |
|
2022
Q4 | $302K | Sell |
2,797
-78
| -3% | -$8.42K | 0.01% | 215 |
|
2022
Q3 | $266K | Buy |
2,875
+121
| +4% | +$11.2K | 0.02% | 213 |
|
2022
Q2 | $298K | Buy |
2,754
+81
| +3% | +$8.77K | 0.02% | 193 |
|
2022
Q1 | $333K | Sell |
2,673
-267
| -9% | -$33.3K | 0.02% | 196 |
|
2021
Q4 | $437K | Buy |
2,940
+33
| +1% | +$4.91K | 0.03% | 178 |
|
2021
Q3 | $427K | Hold |
2,907
| – | – | 0.03% | 175 |
|
2021
Q2 | $483K | Buy |
2,907
+94
| +3% | +$15.6K | 0.04% | 166 |
|
2021
Q1 | $453K | Sell |
2,813
-488
| -15% | -$78.6K | 0.04% | 168 |
|
2020
Q4 | $482K | Buy |
3,301
+219
| +7% | +$32K | 0.04% | 159 |
|
2020
Q3 | $413K | Sell |
3,082
-1,319
| -30% | -$177K | 0.04% | 159 |
|
2020
Q2 | $574K | Sell |
4,401
-1,475
| -25% | -$192K | 0.07% | 136 |
|
2020
Q1 | $671K | Buy |
5,876
+738
| +14% | +$84.3K | 0.1% | 115 |
|
2019
Q4 | $758K | Sell |
5,138
-727
| -12% | -$107K | 0.08% | 136 |
|
2019
Q3 | $806K | Sell |
5,865
-488
| -8% | -$67.1K | 0.09% | 134 |
|
2019
Q2 | $921K | Buy |
6,353
+380
| +6% | +$55.1K | 0.1% | 128 |
|
2019
Q1 | $1.04M | Buy |
5,973
+548
| +10% | +$95.2K | 0.12% | 113 |
|
2018
Q4 | $864K | Sell |
5,425
-134
| -2% | -$21.3K | 0.11% | 117 |
|
2018
Q3 | $979K | Sell |
5,559
-142
| -2% | -$25K | 0.11% | 115 |
|
2018
Q2 | $938K | Sell |
5,701
-512
| -8% | -$84.2K | 0.1% | 126 |
|
2018
Q1 | $1.14M | Sell |
6,213
-2,950
| -32% | -$541K | 0.15% | 108 |
|
2017
Q4 | $1.8M | Buy |
9,163
+929
| +11% | +$183K | 0.2% | 96 |
|
2017
Q3 | $1.45M | Sell |
8,234
-1,974
| -19% | -$346K | 0.16% | 105 |
|
2017
Q2 | $1.78M | Buy |
10,208
+334
| +3% | +$58.1K | 0.22% | 85 |
|
2017
Q1 | $1.58M | Buy |
9,874
+5,794
| +142% | +$927K | 0.21% | 86 |
|
2016
Q4 | $609K | Buy |
+4,080
| New | +$609K | 0.55% | 14 |
|