TSWM
Triangle Securities Wealth Management’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $678K | Hold |
4,453
| – | – | 0.17% | 129 |
|
|
2025
Q1 | $654K | Hold |
4,453
| – | – | 0.17% | 133 |
|
|
2024
Q4 | $575K | Hold |
4,453
| – | – | 0.15% | 141 |
|
|
2024
Q3 | $609K | Hold |
4,453
| – | – | 0.16% | 139 |
|
|
2024
Q2 | $455K | Hold |
4,453
| – | – | 0.13% | 153 |
|
|
2024
Q1 | $472K | Hold |
4,453
| – | – | 0.13% | 148 |
|
|
2023
Q4 | $487K | Hold |
4,453
| – | – | 0.15% | 142 |
|
|
2023
Q3 | $417K | Hold |
4,453
| – | – | 0.15% | 139 |
|
|
2023
Q2 | $446K | Sell |
4,453
-374
| -8% | -$37.4K | 0.15% | 143 |
|
|
2023
Q1 | $507K | Sell |
4,827
-322
| -6% | -$33.8K | 0.18% | 135 |
|
|
2022
Q4 | $618K | Sell |
5,149
-56
| -1% | -$6.72K | 0.23% | 120 |
|
|
2022
Q3 | $575K | Sell |
5,205
-192
| -4% | -$21.2K | 0.24% | 116 |
|
|
2022
Q2 | $698K | Buy |
5,397
+58
| +1% | +$7.5K | 0.27% | 105 |
|
|
2022
Q1 | $795K | Buy |
5,339
+90
| +2% | +$13.4K | 0.27% | 105 |
|
|
2021
Q4 | $932K | Sell |
5,249
-39
| -0.7% | -$6.93K | 0.29% | 97 |
|
|
2021
Q3 | $928K | Buy |
5,288
+28
| +0.5% | +$4.91K | 0.32% | 96 |
|
|
2021
Q2 | $1.05M | Buy |
5,260
+7
| +0.1% | +$1.39K | 0.35% | 87 |
|
|
2021
Q1 | $1.01M | Sell |
5,253
-10
| -0.2% | -$1.93K | 0.37% | 88 |
|
|
2020
Q4 | $920K | Hold |
5,263
| – | – | 0.36% | 87 |
|
|
2020
Q3 | $843K | Hold |
5,263
| – | – | 0.38% | 85 |
|
|
2020
Q2 | $821K | Sell |
5,263
-20
| -0.4% | -$3.12K | 0.39% | 79 |
|
|
2020
Q1 | $721K | Sell |
5,283
-202
| -4% | -$27.6K | 0.42% | 75 |
|
|
2019
Q4 | $968K | Sell |
5,485
-194
| -3% | -$34.2K | 0.42% | 69 |
|
|
2019
Q3 | $934K | Buy |
5,679
+186
| +3% | +$30.6K | 0.46% | 68 |
|
|
2019
Q2 | $929K | Sell |
5,493
-23
| -0.4% | -$3.89K | 0.47% | 68 |
|
|
2019
Q1 | $1.15M | Sell |
5,516
-245
| -4% | -$50.9K | 0.6% | 57 |
|
|
2018
Q4 | $1.1M | Buy |
5,761
+562
| +11% | +$107K | 0.65% | 51 |
|
|
2018
Q3 | $1.1M | Buy |
5,199
+80
| +2% | +$16.8K | 0.58% | 56 |
|
|
2018
Q2 | $1.01M | Hold |
5,119
| – | – | 0.56% | 57 |
|
|
2018
Q1 | $1.12M | Buy |
5,119
+495
| +11% | +$109K | 0.65% | 54 |
|
|
2017
Q4 | $1.09M | Sell |
4,624
-106
| -2% | -$24.9K | 0.62% | 56 |
|
|
2017
Q3 | $993K | Hold |
4,730
| – | – | 0.59% | 58 |
|
|
2017
Q2 | $985K | Hold |
4,730
| – | – | 0.65% | 53 |
|
|
2017
Q1 | $905K | Buy |
4,730
+517
| +12% | +$98.9K | 0.58% | 56 |
|
|
2016
Q4 | $752K | Sell |
4,213
-82
| -2% | -$14.6K | 0.5% | 64 |
|
|
2016
Q3 | $757K | Hold |
4,295
| – | – | 0.52% | 62 |
|
|
2016
Q2 | $752K | Sell |
4,295
-170
| -4% | -$29.8K | 0.56% | 58 |
|
|
2016
Q1 | $744K | Buy |
+4,465
| New | +$744K | 0.49% | 65 |
|
|
2015
Q4 | – | Sell |
-4,347
| Closed | -$616K | – | 128 |
|
|
2015
Q3 | $616K | Buy |
4,347
+23
| +0.5% | +$3.26K | 0.47% | 73 |
|
|
2015
Q2 | $667K | Hold |
4,324
| – | – | 0.47% | 70 |
|
|
2015
Q1 | $713K | Hold |
4,324
| – | – | 0.49% | 67 |
|
|
2014
Q4 | $711K | Hold |
4,324
| – | – | 0.51% | 64 |
|
|
2014
Q3 | $613K | Hold |
4,324
| – | – | 0.47% | 70 |
|
|
2014
Q2 | $619K | Buy |
4,324
+134
| +3% | +$19.2K | 0.47% | 70 |
|
|
2014
Q1 | $445K | Sell |
4,190
-134
| -3% | -$14.2K | 0.4% | 77 |
|
|
2013
Q4 | $606K | Buy |
4,324
+100
| +2% | +$14K | 0.49% | 68 |
|
|
2013
Q3 | $504K | Buy |
4,224
+34
| +0.8% | +$4.06K | 0.44% | 72 |
|
|
2013
Q2 | $458K | Buy |
+4,190
| New | +$458K | 0.34% | 78 |
|