TPWM
Twelve Points Wealth Management’s 3M MMM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $838K | Buy |
5,505
+123
| +2% | +$18.7K | 0.23% | 108 |
|
2025
Q1 | $790K | Sell |
5,382
-289
| -5% | -$42.4K | 0.21% | 104 |
|
2024
Q4 | $732K | Buy |
5,671
+1,015
| +22% | +$131K | 0.21% | 104 |
|
2024
Q3 | $637K | Buy |
4,656
+440
| +10% | +$60.2K | 0.2% | 105 |
|
2024
Q2 | $431K | Buy |
4,216
+460
| +12% | +$47K | 0.15% | 126 |
|
2024
Q1 | $398K | Buy |
3,756
+93
| +3% | +$9.86K | 0.15% | 129 |
|
2023
Q4 | $400K | Sell |
3,663
-1,292
| -26% | -$141K | 0.19% | 125 |
|
2023
Q3 | $464K | Buy |
4,955
+414
| +9% | +$38.8K | 0.23% | 118 |
|
2023
Q2 | $454K | Buy |
4,541
+913
| +25% | +$91.4K | 0.24% | 124 |
|
2023
Q1 | $381K | Buy |
3,628
+554
| +18% | +$58.2K | 0.22% | 128 |
|
2022
Q4 | $369K | Sell |
3,074
-2,824
| -48% | -$339K | 0.25% | 118 |
|
2022
Q3 | $652K | Sell |
5,898
-127
| -2% | -$14K | 0.51% | 66 |
|
2022
Q2 | $780K | Buy |
6,025
+167
| +3% | +$21.6K | 0.6% | 55 |
|
2022
Q1 | $872K | Sell |
5,858
-276
| -4% | -$41.1K | 0.65% | 42 |
|
2021
Q4 | $1.09M | Buy |
+6,134
| New | +$1.09M | 0.88% | 33 |
|