Simplicity Wealth’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.41M | Buy |
9,256
+4,408
| +91% | +$671K | 0.06% | 265 |
|
|
2025
Q1 | $712K | Buy |
4,848
+3,234
| +200% | +$475K | 0.06% | 289 |
|
|
2024
Q4 | $208K | Sell |
1,614
-3,534
| -69% | -$456K | 0.04% | 304 |
|
|
2024
Q3 | $704K | Sell |
5,148
-21,281
| -81% | -$2.91M | 0.07% | 239 |
|
|
2024
Q2 | $2.7M | Sell |
26,429
-4,008
| -13% | -$410K | 0.06% | 300 |
|
|
2024
Q1 | $2.7M | Buy |
30,437
+25,104
| +471% | +$2.23M | 0.06% | 294 |
|
|
2023
Q4 | $487K | Buy |
5,333
+850
| +19% | +$77.7K | 0.19% | 98 |
|
|
2023
Q3 | $351K | Buy |
4,483
+170
| +4% | +$13.3K | 0.21% | 57 |
|
|
2023
Q2 | $361K | Sell |
4,313
-63
| -1% | -$5.27K | 0.22% | 55 |
|
|
2023
Q1 | $385K | Sell |
4,376
-314
| -7% | -$27.6K | 0.26% | 46 |
|
|
2022
Q4 | $470K | Buy |
+4,690
| New | +$470K | 0.42% | 34 |
|
|
2022
Q2 | – | Sell |
-1,810
| Closed | -$225K | – | 59 |
|
|
2022
Q1 | $225K | Buy |
+1,810
| New | +$225K | 0.22% | 63 |
|