Strategic Wealth Partners’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $87.1K | Buy |
+572
| New | +$87.1K | 0.01% | 410 |
|
|
2021
Q4 | – | Sell |
-6,979
| Closed | -$1.02M | – | 293 |
|
|
2021
Q3 | $1.02M | Buy |
6,979
+1,316
| +23% | +$193K | 0.3% | 96 |
|
|
2021
Q2 | $941K | Sell |
5,663
-11
| -0.2% | -$1.83K | 0.31% | 87 |
|
|
2021
Q1 | $914K | Buy |
+5,674
| New | +$914K | 0.36% | 68 |
|
|
2019
Q4 | – | Sell |
-1,598
| Closed | -$31.4K | – | 358 |
|
|
2019
Q3 | $31.4K | Sell |
1,598
-4,205
| -72% | -$82.7K | 0.16% | 100 |
|
|
2019
Q2 | $841K | Sell |
5,803
-254
| -4% | -$36.8K | 0.41% | 73 |
|
|
2019
Q1 | $1.07M | Buy |
6,057
+3,188
| +111% | +$563K | 0.49% | 63 |
|
|
2018
Q4 | $474K | Buy |
2,869
+313
| +12% | +$51.7K | 0.24% | 96 |
|
|
2018
Q3 | $450K | Buy |
2,556
+148
| +6% | +$26.1K | 0.24% | 97 |
|
|
2018
Q2 | $396K | Sell |
2,408
-16
| -0.7% | -$2.63K | 0.23% | 103 |
|
|
2018
Q1 | $445K | Sell |
2,424
-3,589
| -60% | -$659K | 0.23% | 119 |
|
|
2017
Q4 | $1.15M | Buy |
+6,013
| New | +$1.15M | 0.64% | 46 |
|