TCPWM
Traverso Chambers Private Wealth Management’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $312K | Hold |
2,855
| – | – | 0.08% | 100 |
|
|
2023
Q3 | $267K | Hold |
2,855
| – | – | 0.07% | 96 |
|
|
2023
Q2 | $286K | Hold |
2,855
| – | – | 0.08% | 95 |
|
|
2023
Q1 | $300K | Sell |
2,855
-1,030
| -27% | -$108K | 0.08% | 91 |
|
|
2022
Q4 | $466K | Buy |
3,885
+1,528
| +65% | +$183K | 0.13% | 74 |
|
|
2022
Q3 | $260K | Hold |
2,357
| – | – | 0.08% | 94 |
|
|
2022
Q2 | $305K | Hold |
2,357
| – | – | 0.1% | 83 |
|
|
2022
Q1 | $351K | Buy |
2,357
+6
| +0.3% | +$894 | 0.1% | 86 |
|
|
2021
Q4 | $418K | Hold |
2,351
| – | – | 0.12% | 76 |
|
|
2021
Q3 | $412K | Hold |
2,351
| – | – | 0.13% | 75 |
|
|
2021
Q2 | $467K | Hold |
2,351
| – | – | 0.15% | 70 |
|
|
2021
Q1 | $453K | Buy |
2,351
+100
| +4% | +$19.3K | 0.15% | 69 |
|
|
2020
Q4 | $393K | Hold |
2,251
| – | – | 0.14% | 73 |
|
|
2020
Q3 | $361K | Hold |
2,251
| – | – | 0.14% | 70 |
|
|
2020
Q2 | $351K | Buy |
2,251
+100
| +5% | +$15.6K | 0.15% | 67 |
|
|
2020
Q1 | $294K | Hold |
2,151
| – | – | 0.14% | 73 |
|
|
2019
Q4 | $379K | Sell |
2,151
-66
| -3% | -$11.6K | 0.16% | 68 |
|
|
2019
Q3 | $364K | Sell |
2,217
-54
| -2% | -$8.87K | 0.17% | 66 |
|
|
2019
Q2 | $395K | Hold |
2,271
| – | – | 0.19% | 64 |
|
|
2019
Q1 | $472K | Hold |
2,271
| – | – | 0.23% | 57 |
|
|
2018
Q4 | $433K | Buy |
+2,271
| New | +$433K | 0.23% | 55 |
|