Sugarloaf Wealth Management’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $203K | Buy |
1,571
+2
| +0.1% | +$258 | 0.04% | 164 |
|
|
2024
Q3 | $214K | Buy |
1,569
+2
| +0.1% | +$273 | 0.04% | 157 |
|
|
2024
Q2 | $160K | Sell |
1,567
-305
| -16% | -$31.2K | 0.03% | 181 |
|
|
2024
Q1 | $166K | Buy |
1,872
+5
| +0.3% | +$443 | 0.03% | 177 |
|
|
2023
Q4 | $171K | Sell |
1,867
-158
| -8% | -$14.4K | 0.04% | 164 |
|
|
2023
Q3 | $159K | Sell |
2,025
-258
| -11% | -$20.2K | 0.04% | 154 |
|
|
2023
Q2 | $191K | Buy |
2,283
+6
| +0.3% | +$502 | 0.04% | 140 |
|
|
2023
Q1 | $200K | Sell |
2,277
-371
| -14% | -$32.6K | 0.05% | 132 |
|
|
2022
Q4 | $266K | Sell |
2,648
-249
| -9% | -$25K | 0.07% | 106 |
|
|
2022
Q3 | $268K | Buy |
2,897
+256
| +10% | +$23.7K | 0.07% | 104 |
|
|
2022
Q2 | $286K | Buy |
2,641
+9
| +0.3% | +$975 | 0.07% | 97 |
|
|
2022
Q1 | $328K | Buy |
2,632
+366
| +16% | +$45.6K | 0.08% | 90 |
|
|
2021
Q4 | $336K | Buy |
2,266
+4
| +0.2% | +$593 | 0.08% | 94 |
|
|
2021
Q3 | $332K | Sell |
2,262
-136
| -6% | -$20K | 0.09% | 93 |
|
|
2021
Q2 | $398K | Buy |
2,398
+24
| +1% | +$3.98K | 0.11% | 80 |
|
|
2021
Q1 | $382 | Sell |
2,374
-62
| -3% | -$10 | 0.11% | 80 |
|
|
2020
Q4 | $356K | Buy |
2,436
+1
| +0% | +$146 | 0.12% | 81 |
|
|
2020
Q3 | $326K | Sell |
2,435
-477
| -16% | -$63.9K | 0.12% | 80 |
|
|
2020
Q2 | $380K | Buy |
2,912
+226
| +8% | +$29.5K | 0.15% | 78 |
|
|
2020
Q1 | $307K | Buy |
2,686
+38
| +1% | +$4.34K | 0.14% | 79 |
|
|
2019
Q4 | $391K | Buy |
+2,648
| New | +$391K | 0.17% | 90 |
|