SWM
SeaCrest Wealth Management’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.1M | Sell |
7,251
-1,411
| -16% | -$215K | 0.12% | 162 |
|
|
2025
Q1 | $1.27M | Sell |
8,662
-226
| -3% | -$33.2K | 0.14% | 140 |
|
|
2024
Q4 | $1.15M | Sell |
8,888
-1,100
| -11% | -$142K | 0.12% | 161 |
|
|
2024
Q3 | $1.37M | Sell |
9,988
-447
| -4% | -$61.1K | 0.15% | 132 |
|
|
2024
Q2 | $1.07M | Sell |
10,435
-358
| -3% | -$36.6K | 0.12% | 169 |
|
|
2024
Q1 | $1.14M | Sell |
10,793
-455
| -4% | -$48.3K | 0.14% | 160 |
|
|
2023
Q4 | $1.22M | Sell |
11,248
-647
| -5% | -$70.3K | 0.15% | 138 |
|
|
2023
Q3 | $1.11M | Sell |
11,895
-193
| -2% | -$18.1K | 0.14% | 146 |
|
|
2023
Q2 | $1.21M | Sell |
12,088
-3,985
| -25% | -$399K | 0.15% | 142 |
|
|
2023
Q1 | $1.69M | Buy |
16,073
+1,276
| +9% | +$134K | 0.23% | 86 |
|
|
2022
Q4 | $1.77M | Buy |
14,797
+1,746
| +13% | +$209K | 0.25% | 79 |
|
|
2022
Q3 | $1.44M | Buy |
13,051
+96
| +0.7% | +$10.6K | 0.22% | 92 |
|
|
2022
Q2 | $1.68M | Buy |
12,955
+187
| +1% | +$24.2K | 0.21% | 85 |
|
|
2022
Q1 | $1.9M | Sell |
12,768
-176
| -1% | -$26.2K | 0.22% | 88 |
|
|
2021
Q4 | $2.3M | Buy |
12,944
+887
| +7% | +$158K | 0.25% | 75 |
|
|
2021
Q3 | $2.12M | Buy |
12,057
+40
| +0.3% | +$7.02K | 0.26% | 74 |
|
|
2021
Q2 | $2.39M | Buy |
12,017
+126
| +1% | +$25K | 0.29% | 67 |
|
|
2021
Q1 | $2.29M | Buy |
11,891
+341
| +3% | +$65.7K | 0.3% | 71 |
|
|
2020
Q4 | $2.02M | Sell |
11,550
-112
| -1% | -$19.6K | 0.28% | 71 |
|
|
2020
Q3 | $1.87M | Sell |
11,662
-89
| -0.8% | -$14.3K | 0.3% | 72 |
|
|
2020
Q2 | $1.83M | Buy |
11,751
+2,713
| +30% | +$423K | 0.32% | 67 |
|
|
2020
Q1 | $1.23M | Buy |
9,038
+543
| +6% | +$74.1K | 0.27% | 86 |
|
|
2019
Q4 | $1.5M | Buy |
8,495
+1,202
| +16% | +$212K | 0.25% | 85 |
|
|
2019
Q3 | $1.2M | Buy |
7,293
+24
| +0.3% | +$3.95K | 0.22% | 102 |
|
|
2019
Q2 | $1.26M | Sell |
7,269
-719
| -9% | -$125K | 0.26% | 87 |
|
|
2019
Q1 | $1.66M | Buy |
7,988
+117
| +1% | +$24.3K | 0.28% | 70 |
|
|
2018
Q4 | $1.5M | Sell |
7,871
-1,242
| -14% | -$237K | 0.31% | 68 |
|
|
2018
Q3 | $1.92M | Buy |
9,113
+172
| +2% | +$36.2K | 0.32% | 59 |
|
|
2018
Q2 | $1.76M | Buy |
8,941
+179
| +2% | +$35.2K | 0.32% | 62 |
|
|
2018
Q1 | $1.92M | Buy |
8,762
+166
| +2% | +$36.5K | 0.35% | 54 |
|
|
2017
Q4 | $2.02M | Buy |
+8,596
| New | +$2.02M | 0.37% | 53 |
|