SPWM
Schrum Private Wealth Management’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,942
| Closed | -$265K | – | 157 |
|
|
2024
Q3 | $265K | Buy |
+1,942
| New | +$265K | 0.14% | 145 |
|
|
2024
Q2 | – | Sell |
-3,207
| Closed | -$340K | – | 132 |
|
|
2024
Q1 | $340K | Buy |
+3,207
| New | +$340K | 0.31% | 78 |
|
|
2023
Q4 | – | Sell |
-3,896
| Closed | -$365K | – | 109 |
|
|
2023
Q3 | $365K | Sell |
3,896
-89
| -2% | -$8.33K | 0.42% | 64 |
|
|
2023
Q2 | $399K | Sell |
3,985
-42
| -1% | -$4.2K | 0.43% | 61 |
|
|
2023
Q1 | $423K | Sell |
4,027
-24
| -0.6% | -$2.52K | 0.49% | 58 |
|
|
2022
Q4 | $486K | Sell |
4,051
-8
| -0.2% | -$960 | 0.58% | 51 |
|
|
2022
Q3 | $449K | Buy |
4,059
+156
| +4% | +$17.3K | 0.57% | 53 |
|
|
2022
Q2 | $505K | Buy |
3,903
+120
| +3% | +$15.5K | 0.57% | 50 |
|
|
2022
Q1 | $556K | Buy |
3,783
+18
| +0.5% | +$2.65K | 0.56% | 53 |
|
|
2021
Q4 | $670K | Buy |
+3,765
| New | +$670K | 0.61% | 44 |
|