San Luis Wealth Advisors’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $884K | Sell |
5,809
-675
| -10% | -$103K | 0.19% | 64 |
|
|
2025
Q1 | $952K | Sell |
6,484
-1,559
| -19% | -$229K | 0.22% | 56 |
|
|
2024
Q4 | $1.04M | Sell |
8,043
-36,007
| -82% | -$4.65M | 0.2% | 55 |
|
|
2024
Q3 | $6.02M | Buy |
44,050
+1,980
| +5% | +$271K | 1.24% | 20 |
|
|
2024
Q2 | $4.3M | Sell |
42,070
-1,914
| -4% | -$196K | 1.03% | 27 |
|
|
2024
Q1 | $3.9M | Buy |
43,984
+239
| +0.5% | +$21.2K | 2.05% | 14 |
|
|
2023
Q4 | $4M | Sell |
43,745
-225
| -0.5% | -$20.6K | 1.69% | 16 |
|
|
2023
Q3 | $3.44M | Buy |
43,970
+19,738
| +81% | +$1.55M | 1.66% | 15 |
|
|
2023
Q2 | $2.03M | Buy |
24,232
+4,503
| +23% | +$377K | 0.72% | 30 |
|
|
2023
Q1 | $1.73M | Sell |
19,729
-2,831
| -13% | -$249K | 0.67% | 38 |
|
|
2022
Q4 | $2.26M | Buy |
22,560
+12,341
| +121% | +$1.24M | 2.11% | 13 |
|
|
2022
Q3 | $944K | Buy |
+10,219
| New | +$944K | 0.99% | 26 |
|
|
2022
Q2 | – | Sell |
-3,284
| Closed | -$488K | – | 293 |
|
|
2022
Q1 | $488K | Hold |
3,284
| – | – | 0.24% | 86 |
|
|
2021
Q4 | $488K | Sell |
3,284
-3,481
| -51% | -$517K | 0.5% | 47 |
|
|
2021
Q3 | $992K | Buy |
+6,765
| New | +$992K | 0.55% | 53 |
|
|
2020
Q4 | $330K | Buy |
+2,256
| New | +$330K | 0.21% | 108 |
|