SPWM
Straight Path Wealth Management’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $457K | Hold |
3,001
| – | – | 0.16% | 61 |
|
|
2025
Q1 | $441K | Sell |
3,001
-7,000
| -70% | -$1.03M | 0.18% | 53 |
|
|
2024
Q4 | $1.29M | Hold |
10,001
| – | – | 0.51% | 25 |
|
|
2024
Q3 | $1.37M | Buy |
10,001
+1
| +0% | +$137 | 0.59% | 22 |
|
|
2024
Q2 | $1.02M | Buy |
+10,000
| New | +$1.02M | 0.52% | 26 |
|
|
2024
Q1 | – | Sell |
-7,500
| Closed | -$820K | – | 96 |
|
|
2023
Q4 | $820K | Buy |
7,500
+3,500
| +88% | +$383K | 0.48% | 26 |
|
|
2023
Q3 | $374K | Hold |
4,000
| – | – | 0.25% | 52 |
|
|
2023
Q2 | $400K | Sell |
4,000
-3
| -0.1% | -$300 | 0.27% | 46 |
|
|
2023
Q1 | $421K | Buy |
+4,003
| New | +$421K | 0.33% | 42 |
|