Sweet Financial Partners’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $3.23M | Sell |
23,642
-426
| -2% | -$58.2K | 0.7% | 26 |
|
|
2024
Q2 | $2.46M | Sell |
24,068
-4,708
| -16% | -$481K | 0.56% | 41 |
|
|
2024
Q1 | $2.55M | Sell |
28,776
-2,649
| -8% | -$235K | 0.59% | 39 |
|
|
2023
Q4 | $2.87M | Buy |
31,425
+1,501
| +5% | +$137K | 0.68% | 25 |
|
|
2023
Q3 | $2.34M | Buy |
29,924
+2
| +0% | +$157 | 0.62% | 27 |
|
|
2023
Q2 | $2.5M | Sell |
29,922
-319
| -1% | -$26.7K | 0.65% | 25 |
|
|
2023
Q1 | $2.66M | Buy |
30,241
+174
| +0.6% | +$15.3K | 0.74% | 22 |
|
|
2022
Q4 | $3.01M | Sell |
30,067
-303
| -1% | -$30.4K | 0.89% | 17 |
|
|
2022
Q3 | $2.81M | Sell |
30,370
-4,076
| -12% | -$377K | 0.89% | 18 |
|
|
2022
Q2 | $3.73M | Buy |
34,446
+1,660
| +5% | +$180K | 1.17% | 14 |
|
|
2022
Q1 | $4.08M | Buy |
32,786
+14,850
| +83% | +$1.85M | 1.09% | 18 |
|
|
2021
Q4 | $2.66M | Buy |
+17,936
| New | +$2.66M | 1.11% | 10 |
|