Valley Wealth Managers’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30.4K | Sell |
200
-372
| -65% | -$56.6K | ﹤0.01% | 216 |
|
|
2025
Q1 | $84K | Hold |
572
| – | – | 0.01% | 187 |
|
|
2024
Q4 | $73.8K | Buy |
572
+372
| +186% | +$48K | 0.01% | 199 |
|
|
2024
Q3 | $27.3K | Hold |
200
| – | – | ﹤0.01% | 247 |
|
|
2024
Q2 | $20.4K | Sell |
200
-39
| -16% | -$3.99K | ﹤0.01% | 260 |
|
|
2024
Q1 | $21.2K | Hold |
239
| – | – | ﹤0.01% | 240 |
|
|
2023
Q4 | $21.9K | Hold |
239
| – | – | ﹤0.01% | 245 |
|
|
2023
Q3 | $18.7K | Hold |
239
| – | – | ﹤0.01% | 261 |
|
|
2023
Q2 | $20K | Sell |
239
-1,237
| -84% | -$104K | ﹤0.01% | 248 |
|
|
2023
Q1 | $130K | Buy |
1,476
+1,237
| +518% | +$109K | 0.01% | 184 |
|
|
2022
Q4 | $24K | Sell |
239
-1,194
| -83% | -$120K | ﹤0.01% | 261 |
|
|
2022
Q3 | $132K | Buy |
1,433
+1,026
| +252% | +$94.5K | 0.01% | 195 |
|
|
2022
Q2 | $44K | Buy |
+407
| New | +$44K | ﹤0.01% | 254 |
|
|
2019
Q2 | – | Sell |
-12,813
| Closed | -$2.23M | – | 204 |
|
|
2019
Q1 | $2.23M | Buy |
12,813
+977
| +8% | +$170K | 0.24% | 65 |
|
|
2018
Q4 | $1.89M | Buy |
11,836
+457
| +4% | +$72.8K | 0.25% | 58 |
|
|
2018
Q3 | $2M | Buy |
11,379
+562
| +5% | +$99K | 0.24% | 56 |
|
|
2018
Q2 | $1.78M | Sell |
10,817
-538
| -5% | -$88.5K | 0.22% | 64 |
|
|
2018
Q1 | $2.08M | Sell |
11,355
-319
| -3% | -$58.5K | 0.25% | 53 |
|
|
2017
Q4 | $2.3M | Sell |
11,674
-459
| -4% | -$90.4K | 0.28% | 55 |
|
|
2017
Q3 | $2.13M | Sell |
12,133
-302
| -2% | -$53K | 0.27% | 54 |
|
|
2017
Q2 | $2.17M | Sell |
12,435
-1,524
| -11% | -$265K | 0.29% | 53 |
|
|
2017
Q1 | $2.23M | Buy |
13,959
+11,543
| +478% | +$1.85M | 0.3% | 56 |
|
|
2016
Q4 | $360K | Sell |
2,416
-109
| -4% | -$16.2K | 0.05% | 109 |
|
|
2016
Q3 | $373K | Sell |
2,525
-1,285
| -34% | -$190K | 0.05% | 108 |
|
|
2016
Q2 | $559K | Buy |
3,810
+1,663
| +77% | +$244K | 0.09% | 100 |
|
|
2016
Q1 | $299K | Buy |
+2,147
| New | +$299K | 0.05% | 95 |
|
|
2013
Q3 | – | Sell |
-4,862
| Closed | -$445K | – | 103 |
|
|
2013
Q2 | $445K | Buy |
+4,862
| New | +$445K | 0.1% | 88 |
|