UCMOK
United Capital Management of KS’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-45,133
| Closed | -$4.74M | – | 83 |
|
|
2023
Q1 | $4.74M | Buy |
45,133
+1,769
| +4% | +$186K | 1.77% | 16 |
|
|
2022
Q4 | $5.2M | Buy |
43,364
+1,150
| +3% | +$138K | 2.15% | 11 |
|
|
2022
Q3 | $4.67M | Buy |
+42,214
| New | +$4.67M | 2.18% | 13 |
|
|
2020
Q1 | – | Sell |
-11,177
| Closed | -$1.97M | – | 101 |
|
|
2019
Q4 | $1.97M | Buy |
11,177
+1,232
| +12% | +$217K | 1.25% | 27 |
|
|
2019
Q3 | $1.53M | Buy |
9,945
+571
| +6% | +$87.7K | 1.12% | 29 |
|
|
2019
Q2 | $1.64M | Buy |
9,374
+563
| +6% | +$98.3K | 1.24% | 28 |
|
|
2019
Q1 | $1.93M | Buy |
8,811
+382
| +5% | +$83.7K | 1.51% | 21 |
|
|
2018
Q4 | $1.61M | Buy |
8,429
+678
| +9% | +$129K | 1.49% | 22 |
|
|
2018
Q3 | $1.65M | Buy |
+7,751
| New | +$1.65M | 1.33% | 21 |
|