SWP
Summit Wealth Partners’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $423K | Sell |
2,781
-336
| -11% | -$51.1K | 0.08% | 145 |
|
|
2025
Q1 | $458K | Buy |
3,117
+1
| +0% | +$147 | 0.09% | 131 |
|
|
2024
Q4 | $402K | Buy |
3,116
+1
| +0% | +$129 | 0.08% | 139 |
|
|
2024
Q3 | $426K | Buy |
3,115
+1,139
| +58% | +$156K | 0.08% | 155 |
|
|
2024
Q2 | $202K | Buy |
+1,976
| New | +$202K | 0.04% | 217 |
|
|
2022
Q4 | – | Sell |
-1,975
| Closed | -$218K | – | 178 |
|
|
2022
Q3 | $218K | Hold |
1,975
| – | – | 0.06% | 147 |
|
|
2022
Q2 | $256K | Hold |
1,975
| – | – | 0.07% | 135 |
|
|
2022
Q1 | $294K | Hold |
1,975
| – | – | 0.07% | 130 |
|
|
2021
Q4 | $351K | Sell |
1,975
-175
| -8% | -$31.1K | 0.08% | 116 |
|
|
2021
Q3 | $377K | Sell |
2,150
-436
| -17% | -$76.5K | 0.09% | 106 |
|
|
2021
Q2 | $514K | Buy |
2,586
+722
| +39% | +$143K | 0.12% | 92 |
|
|
2021
Q1 | $359K | Buy |
1,864
+9
| +0.5% | +$1.73K | 0.09% | 108 |
|
|
2020
Q4 | $324K | Hold |
1,855
| – | – | 0.09% | 109 |
|
|
2020
Q3 | $297K | Buy |
1,855
+72
| +4% | +$11.5K | 0.09% | 119 |
|
|
2020
Q2 | $278K | Sell |
1,783
-358
| -17% | -$55.8K | 0.09% | 116 |
|
|
2020
Q1 | $292K | Buy |
2,141
+200
| +10% | +$27.3K | 0.12% | 87 |
|
|
2019
Q4 | $342K | Buy |
+1,941
| New | +$342K | 0.12% | 84 |
|