U.S. Capital Wealth Advisors’s 3M MMM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $16.4M | Sell |
107,948
-9,454
| -8% | -$1.44M | 0.48% | 47 |
|
2025
Q1 | $17.2M | Sell |
117,402
-4,838
| -4% | -$711K | 0.53% | 42 |
|
2024
Q4 | $15.8M | Buy |
122,240
+115,116
| +1,616% | +$14.9M | 0.49% | 42 |
|
2024
Q3 | $974K | Sell |
7,124
-685
| -9% | -$93.6K | 0.03% | 355 |
|
2024
Q2 | $798K | Sell |
7,809
-1,489
| -16% | -$152K | 0.03% | 374 |
|
2024
Q1 | $825K | Sell |
9,298
-14,762
| -61% | -$1.31M | 0.03% | 374 |
|
2023
Q4 | $2.2M | Buy |
24,060
+12,886
| +115% | +$1.18M | 0.09% | 204 |
|
2023
Q3 | $875K | Buy |
11,174
+1,123
| +11% | +$87.9K | 0.04% | 335 |
|
2023
Q2 | $841K | Sell |
10,051
-8,361
| -45% | -$700K | 0.04% | 356 |
|
2023
Q1 | $1.62M | Sell |
18,412
-999
| -5% | -$87.8K | 0.07% | 236 |
|
2022
Q4 | $1.95M | Sell |
19,411
-184
| -0.9% | -$18.4K | 0.09% | 212 |
|
2022
Q3 | $1.81M | Buy |
19,595
+4,693
| +31% | +$433K | 0.09% | 210 |
|
2022
Q2 | $1.61M | Sell |
14,902
-260
| -2% | -$28.1K | 0.07% | 256 |
|
2022
Q1 | $1.89M | Sell |
15,162
-5,133
| -25% | -$639K | 0.07% | 264 |
|
2021
Q4 | $3.01M | Sell |
20,295
-804
| -4% | -$119K | 0.12% | 189 |
|
2021
Q3 | $3.05M | Buy |
+21,099
| New | +$3.05M | 0.13% | 180 |
|