SSW
Smith Shellnut Wilson’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $457K | Sell |
3,005
-177
| -6% | -$26.9K | 0.2% | 75 |
|
|
2025
Q1 | $467K | Sell |
3,182
-65
| -2% | -$9.55K | 0.21% | 78 |
|
|
2024
Q4 | $419K | Sell |
3,247
-64
| -2% | -$8.26K | 0.19% | 87 |
|
|
2024
Q3 | $453K | Sell |
3,311
-34
| -1% | -$4.65K | 0.2% | 80 |
|
|
2024
Q2 | $342K | Sell |
3,345
-873
| -21% | -$89.2K | 0.17% | 92 |
|
|
2024
Q1 | $447K | Hold |
4,218
| – | – | 0.24% | 76 |
|
|
2023
Q4 | $461K | Sell |
4,218
-708
| -14% | -$77.4K | 0.26% | 66 |
|
|
2023
Q3 | $461K | Sell |
4,926
-1,176
| -19% | -$110K | 0.28% | 61 |
|
|
2023
Q2 | $611K | Sell |
6,102
-15
| -0.2% | -$1.5K | 0.34% | 52 |
|
|
2023
Q1 | $643K | Hold |
6,117
| – | – | 0.39% | 47 |
|
|
2022
Q4 | $734K | Buy |
6,117
+20
| +0.3% | +$2.4K | 0.45% | 41 |
|
|
2022
Q3 | $674K | Sell |
6,097
-360
| -6% | -$39.8K | 0.45% | 42 |
|
|
2022
Q2 | $836K | Sell |
6,457
-224
| -3% | -$29K | 0.52% | 38 |
|
|
2022
Q1 | $995K | Sell |
6,681
-27
| -0.4% | -$4.02K | 0.52% | 39 |
|
|
2021
Q4 | $1.19M | Buy |
6,708
+15
| +0.2% | +$2.67K | 0.59% | 36 |
|
|
2021
Q3 | $1.17M | Hold |
6,693
| – | – | 0.68% | 30 |
|
|
2021
Q2 | $1.33M | Buy |
6,693
+36
| +0.5% | +$7.15K | 0.77% | 30 |
|
|
2021
Q1 | $1.28M | Sell |
6,657
-1,093
| -14% | -$211K | 0.78% | 28 |
|
|
2020
Q4 | $1.36M | Sell |
7,750
-730
| -9% | -$128K | 0.81% | 27 |
|
|
2020
Q3 | $1.36K | Sell |
8,480
-186
| -2% | -$30 | 0.51% | 32 |
|
|
2020
Q2 | $1.35M | Sell |
8,666
-29
| -0.3% | -$4.52K | 0.97% | 22 |
|
|
2020
Q1 | $1.19M | Sell |
8,695
-156
| -2% | -$21.3K | 1% | 24 |
|
|
2019
Q4 | $1.56M | Buy |
8,851
+967
| +12% | +$171K | 1.04% | 25 |
|
|
2019
Q3 | $1.3M | Buy |
7,884
+181
| +2% | +$29.8K | 0.96% | 26 |
|
|
2019
Q2 | $1.34M | Sell |
7,703
-18
| -0.2% | -$3.12K | 1% | 25 |
|
|
2019
Q1 | $1.6M | Buy |
7,721
+258
| +3% | +$53.6K | 1.27% | 23 |
|
|
2018
Q4 | $1.42M | Sell |
7,463
-12
| -0.2% | -$2.29K | 1.52% | 18 |
|
|
2018
Q3 | $1.58M | Buy |
+7,475
| New | +$1.58M | 1.41% | 16 |
|
|
2018
Q1 | $1.64M | Sell |
7,475
-1,437
| -16% | -$315K | 1.41% | 20 |
|
|
2017
Q4 | $2.1M | Buy |
8,912
+12
| +0.1% | +$2.83K | 1.78% | 15 |
|
|
2017
Q3 | $1.87M | Buy |
8,900
+274
| +3% | +$57.5K | 1.65% | 15 |
|
|
2017
Q2 | $1.51M | Sell |
8,626
-526
| -6% | -$92.1K | 1.57% | 15 |
|
|
2017
Q1 | $1.75M | Buy |
9,152
+213
| +2% | +$40.8K | 1.61% | 14 |
|
|
2016
Q4 | $1.6M | Buy |
+8,939
| New | +$1.6M | 1.54% | 13 |
|