Schwarz Dygos Wheeler Investment 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 | $300K | Sell |
1,970
-199
| -9% | -$30.3K | 0.07% | 134 |
|
|
2025
Q1 | $319K | Buy |
2,169
+207
| +11% | +$30.4K | 0.08% | 128 |
|
|
2024
Q4 | $253K | Sell |
1,962
-1,975
| -50% | -$255K | 0.06% | 141 |
|
|
2024
Q3 | $538K | Hold |
3,937
| – | – | 0.13% | 100 |
|
|
2024
Q2 | $402K | Sell |
3,937
-796
| -17% | -$81.3K | 0.11% | 101 |
|
|
2024
Q1 | $420K | Sell |
4,733
-205
| -4% | -$18.2K | 0.12% | 102 |
|
|
2023
Q4 | $451K | Sell |
4,938
-1,566
| -24% | -$143K | 0.14% | 96 |
|
|
2023
Q3 | $509K | Buy |
6,504
+1,799
| +38% | +$141K | 0.17% | 86 |
|
|
2023
Q2 | $394K | Sell |
4,705
-597
| -11% | -$50K | 0.13% | 97 |
|
|
2023
Q1 | $466K | Sell |
5,302
-561
| -10% | -$49.3K | 0.17% | 82 |
|
|
2022
Q4 | $588K | Buy |
5,863
+62
| +1% | +$6.22K | 0.23% | 65 |
|
|
2022
Q3 | $536K | Sell |
5,801
-614
| -10% | -$56.7K | 0.24% | 64 |
|
|
2022
Q2 | $694K | Buy |
6,415
+263
| +4% | +$28.5K | 0.28% | 59 |
|
|
2022
Q1 | $766K | Hold |
6,152
| – | – | 0.26% | 61 |
|
|
2021
Q4 | $914K | Hold |
6,152
| – | – | 0.31% | 57 |
|
|
2021
Q3 | $902K | Sell |
6,152
-56
| -0.9% | -$8.21K | 0.33% | 57 |
|
|
2021
Q2 | $1.03M | Buy |
6,208
+155
| +3% | +$25.7K | 0.37% | 56 |
|
|
2021
Q1 | $975K | Buy |
6,053
+328
| +6% | +$52.8K | 0.4% | 50 |
|
|
2020
Q4 | $837K | Buy |
5,725
+161
| +3% | +$23.5K | 0.4% | 45 |
|
|
2020
Q3 | $745K | Buy |
5,564
+316
| +6% | +$42.3K | 0.42% | 44 |
|
|
2020
Q2 | $679K | Buy |
5,248
+297
| +6% | +$38.4K | 0.44% | 43 |
|
|
2020
Q1 | $565K | Buy |
4,951
+313
| +7% | +$35.7K | 0.48% | 42 |
|
|
2019
Q4 | $684K | Buy |
4,638
+1,103
| +31% | +$163K | 0.47% | 44 |
|
|
2019
Q3 | $486K | Buy |
3,535
+361
| +11% | +$49.6K | 0.39% | 48 |
|
|
2019
Q2 | $460K | Buy |
3,174
+782
| +33% | +$113K | 0.38% | 48 |
|
|
2019
Q1 | $416K | Buy |
2,392
+189
| +9% | +$32.9K | 0.36% | 47 |
|
|
2018
Q4 | $351K | Buy |
+2,203
| New | +$351K | 0.38% | 48 |
|