SWM
Sendero Wealth Management’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $723K | Sell |
4,749
-25
| -0.5% | -$3.81K | 0.09% | 124 |
|
|
2025
Q1 | $701K | Buy |
4,774
+58
| +1% | +$8.52K | 0.1% | 121 |
|
|
2024
Q4 | $609K | Hold |
4,716
| – | – | 0.09% | 119 |
|
|
2024
Q3 | $645K | Hold |
4,716
| – | – | 0.1% | 108 |
|
|
2024
Q2 | $482K | Hold |
4,716
| – | – | 0.08% | 121 |
|
|
2024
Q1 | $500K | Sell |
4,716
-259
| -5% | -$27.5K | 0.09% | 126 |
|
|
2023
Q4 | $544K | Sell |
4,975
-600
| -11% | -$65.6K | 0.1% | 112 |
|
|
2023
Q3 | $522K | Hold |
5,575
| – | – | 0.11% | 107 |
|
|
2023
Q2 | $558K | Buy |
+5,575
| New | +$558K | 0.12% | 100 |
|