SWM
Sculati Wealth Management’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $320K | Hold |
2,101
| – | – | 0.12% | 101 |
|
|
2025
Q1 | $309K | Hold |
2,101
| – | – | 0.12% | 94 |
|
|
2024
Q4 | $271K | Hold |
2,101
| – | – | 0.11% | 99 |
|
|
2024
Q3 | $287K | Hold |
2,101
| – | – | 0.11% | 95 |
|
|
2024
Q2 | $215K | Hold |
2,101
| – | – | 0.09% | 97 |
|
|
2024
Q1 | $223K | Hold |
2,101
| – | – | 0.1% | 94 |
|
|
2023
Q4 | $230K | Buy |
+2,101
| New | +$230K | 0.11% | 93 |
|
|
2023
Q3 | – | Sell |
-2,101
| Closed | -$210K | – | 104 |
|
|
2023
Q2 | $210K | Hold |
2,101
| – | – | 0.11% | 98 |
|
|
2023
Q1 | $221K | Hold |
2,101
| – | – | 0.12% | 104 |
|
|
2022
Q4 | $252K | Hold |
2,101
| – | – | 0.14% | 94 |
|
|
2022
Q3 | $232K | Sell |
2,101
-13
| -0.6% | -$1.44K | 0.14% | 103 |
|
|
2022
Q2 | $274K | Hold |
2,114
| – | – | 0.16% | 96 |
|
|
2022
Q1 | $315K | Buy |
+2,114
| New | +$315K | 0.15% | 94 |
|