Spire Wealth Management’s 3M MMM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $440K | Sell |
2,891
-843
| -23% | -$128K | 0.02% | 541 |
|
2025
Q1 | $548K | Buy |
3,734
+241
| +7% | +$35.4K | 0.02% | 544 |
|
2024
Q4 | $451K | Sell |
3,493
-44
| -1% | -$5.68K | 0.01% | 575 |
|
2024
Q3 | $484K | Buy |
3,537
+467
| +15% | +$63.8K | 0.02% | 520 |
|
2024
Q2 | $314K | Sell |
3,070
-4,604
| -60% | -$470K | 0.01% | 601 |
|
2024
Q1 | $681K | Sell |
7,674
-746
| -9% | -$66.2K | 0.01% | 448 |
|
2023
Q4 | $759K | Sell |
8,420
-1,534
| -15% | -$138K | 0.03% | 424 |
|
2023
Q3 | $779K | Buy |
9,954
+563
| +6% | +$44.1K | 0.03% | 388 |
|
2023
Q2 | $786K | Sell |
9,391
-610
| -6% | -$51K | 0.03% | 390 |
|
2023
Q1 | $879K | Buy |
10,001
+3,928
| +65% | +$345K | 0.03% | 367 |
|
2022
Q4 | $609K | Buy |
6,073
+1,502
| +33% | +$151K | 0.03% | 326 |
|
2022
Q3 | $422K | Sell |
4,571
-7,304
| -62% | -$674K | 0.03% | 362 |
|
2022
Q2 | $1.29M | Sell |
11,875
-3,904
| -25% | -$422K | 0.05% | 281 |
|
2022
Q1 | $1.96M | Sell |
15,779
-5,084
| -24% | -$633K | 0.05% | 280 |
|
2021
Q4 | $3.1M | Buy |
20,863
+4,020
| +24% | +$597K | 0.07% | 241 |
|
2021
Q3 | $2.47M | Sell |
16,843
-52
| -0.3% | -$7.63K | 0.07% | 249 |
|
2021
Q2 | $2.81M | Sell |
16,895
-3,554
| -17% | -$590K | 0.08% | 233 |
|
2021
Q1 | $3.18M | Buy |
+20,449
| New | +$3.18M | 0.08% | 211 |
|