Texas Capital Bank Wealth Management Services’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-6,059
| Closed | -$474K | – | 215 |
|
|
2023
Q3 | $474K | Sell |
6,059
-250
| -4% | -$19.6K | 0.06% | 126 |
|
|
2023
Q2 | $528K | Buy |
6,309
+10
| +0.2% | +$837 | 0.06% | 122 |
|
|
2023
Q1 | $554K | Buy |
+6,299
| New | +$554K | 0.06% | 114 |
|
|
2022
Q3 | – | Sell |
-3,319
| Closed | -$359K | – | 155 |
|
|
2022
Q2 | $359K | Sell |
3,319
-1,459
| -31% | -$158K | 0.04% | 104 |
|
|
2022
Q1 | $595K | Sell |
4,778
-242
| -5% | -$30.1K | 0.05% | 94 |
|
|
2021
Q4 | $746K | Buy |
5,020
+103
| +2% | +$15.3K | 0.06% | 91 |
|
|
2021
Q3 | $721K | Sell |
4,917
-91
| -2% | -$13.3K | 0.07% | 82 |
|
|
2021
Q2 | $832K | Buy |
5,008
+267
| +6% | +$44.4K | 0.1% | 79 |
|
|
2021
Q1 | $764K | Buy |
4,741
+256
| +6% | +$41.3K | 0.11% | 79 |
|
|
2020
Q4 | $655K | Sell |
4,485
-10,644
| -70% | -$1.55M | 0.1% | 78 |
|
|
2020
Q3 | $2.03M | Buy |
15,129
+10,693
| +241% | +$1.43M | 0.33% | 58 |
|
|
2020
Q2 | $579K | Sell |
4,436
-544
| -11% | -$71K | 0.13% | 71 |
|
|
2020
Q1 | $568K | Buy |
4,980
+143
| +3% | +$16.3K | 0.16% | 69 |
|
|
2019
Q4 | $713K | Buy |
+4,837
| New | +$713K | 0.16% | 76 |
|