SteelPeak 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 | $6.34M | Sell |
41,622
-17,822
| -30% | -$2.71M | 0.24% | 85 |
|
|
2025
Q1 | $8.73M | Buy |
59,444
+25,471
| +75% | +$3.74M | 0.36% | 64 |
|
|
2024
Q4 | $4.39M | Sell |
33,973
-29,746
| -47% | -$3.84M | 0.18% | 100 |
|
|
2024
Q3 | $8.71M | Sell |
63,719
-17,489
| -22% | -$2.39M | 0.38% | 62 |
|
|
2024
Q2 | $8.3M | Sell |
81,208
-2,117
| -3% | -$216K | 0.38% | 56 |
|
|
2024
Q1 | $7.39M | Buy |
83,325
+28,394
| +52% | +$2.52M | 0.37% | 60 |
|
|
2023
Q4 | $5.02M | Sell |
54,931
-43,397
| -44% | -$3.97M | 0.29% | 81 |
|
|
2023
Q3 | $7.7M | Sell |
98,328
-53,666
| -35% | -$4.2M | 0.48% | 50 |
|
|
2023
Q2 | $12.7M | Buy |
151,994
+39,045
| +35% | +$3.27M | 0.75% | 37 |
|
|
2023
Q1 | $9.93M | Buy |
112,949
+32,145
| +40% | +$2.83M | 0.67% | 46 |
|
|
2022
Q4 | $8.1M | Buy |
80,804
+7,315
| +10% | +$733K | 0.59% | 47 |
|
|
2022
Q3 | $6.79M | Sell |
73,489
-16,195
| -18% | -$1.5M | 0.51% | 53 |
|
|
2022
Q2 | $9.7M | Buy |
89,684
+6,728
| +8% | +$728K | 0.7% | 38 |
|
|
2022
Q1 | $10.3M | Buy |
82,956
+46,632
| +128% | +$5.81M | 0.58% | 37 |
|
|
2021
Q4 | $5.4M | Sell |
36,324
-17,775
| -33% | -$2.64M | 0.31% | 71 |
|
|
2021
Q3 | $7.94M | Buy |
54,099
+5,668
| +12% | +$831K | 0.52% | 53 |
|
|
2021
Q2 | $8.04M | Buy |
48,431
+12,311
| +34% | +$2.04M | 0.56% | 47 |
|
|
2021
Q1 | $5.82M | Sell |
36,120
-5,132
| -12% | -$827K | 0.46% | 57 |
|
|
2020
Q4 | $6.03M | Buy |
41,252
+210
| +0.5% | +$30.7K | 0.55% | 40 |
|
|
2020
Q3 | $5.5M | Buy |
41,042
+5,687
| +16% | +$762K | 0.59% | 43 |
|
|
2020
Q2 | $4.61M | Sell |
35,355
-1,452
| -4% | -$189K | 0.58% | 46 |
|
|
2020
Q1 | $4.2M | Buy |
36,807
+6,991
| +23% | +$798K | 0.66% | 43 |
|
|
2019
Q4 | $4.4M | Buy |
+29,816
| New | +$4.4M | 0.61% | 46 |
|