WKWM
Walter & Keenan Wealth Management’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $911K | Sell |
5,984
-944
| -14% | -$144K | 0.26% | 79 |
|
|
2025
Q1 | $1.02M | Buy |
6,928
+112
| +2% | +$16.4K | 0.31% | 76 |
|
|
2024
Q4 | $880K | Sell |
6,816
-235
| -3% | -$30.3K | 0.27% | 83 |
|
|
2024
Q3 | $964K | Buy |
7,051
+5
| +0.1% | +$684 | 0.29% | 80 |
|
|
2024
Q2 | $720K | Sell |
7,046
-89
| -1% | -$9.1K | 0.23% | 86 |
|
|
2024
Q1 | $757K | Buy |
7,135
+974
| +16% | +$103K | 0.25% | 81 |
|
|
2023
Q4 | $674K | Sell |
6,161
-30
| -0.5% | -$3.28K | 0.24% | 82 |
|
|
2023
Q3 | $580K | Sell |
6,191
-3,690
| -37% | -$345K | 0.23% | 91 |
|
|
2023
Q2 | $989K | Sell |
9,881
-7,544
| -43% | -$755K | 0.36% | 72 |
|
|
2023
Q1 | $1.83M | Sell |
17,425
-64
| -0.4% | -$6.73K | 0.7% | 44 |
|
|
2022
Q4 | $2.1M | Sell |
17,489
-1,020
| -6% | -$122K | 0.82% | 41 |
|
|
2022
Q3 | $2.05M | Sell |
18,509
-8
| -0% | -$884 | 0.87% | 41 |
|
|
2022
Q2 | $2.4M | Sell |
18,517
-389
| -2% | -$50.3K | 0.95% | 36 |
|
|
2022
Q1 | $2.82M | Buy |
18,906
+100
| +0.5% | +$14.9K | 0.96% | 36 |
|
|
2021
Q4 | $3.34M | Sell |
18,806
-2,000
| -10% | -$355K | 1.09% | 29 |
|
|
2021
Q3 | $3.65M | Buy |
20,806
+124
| +0.6% | +$21.8K | 1.24% | 25 |
|
|
2021
Q2 | $4.1M | Sell |
20,682
-400
| -2% | -$79.3K | 1.41% | 21 |
|
|
2021
Q1 | $4.06M | Buy |
21,082
+1,308
| +7% | +$252K | 1.44% | 21 |
|
|
2020
Q4 | $3.46M | Buy |
19,774
+593
| +3% | +$104K | 1.25% | 24 |
|
|
2020
Q3 | $3.07M | Sell |
19,181
-323
| -2% | -$51.7K | 1.22% | 26 |
|
|
2020
Q2 | $3.04M | Buy |
19,504
+17,904
| +1,119% | +$2.79M | 1.23% | 26 |
|
|
2020
Q1 | $213K | Sell |
1,600
-15,326
| -91% | -$2.04M | 0.08% | 103 |
|
|
2019
Q4 | $2.99M | Sell |
16,926
-1,999
| -11% | -$353K | 1.15% | 28 |
|
|
2019
Q3 | $3.11M | Buy |
18,925
+2,100
| +12% | +$345K | 1.18% | 28 |
|
|
2019
Q2 | $2.92M | Sell |
16,825
-598
| -3% | -$104K | 1.28% | 25 |
|
|
2019
Q1 | $3.62M | Sell |
17,423
-764
| -4% | -$159K | 1.59% | 20 |
|
|
2018
Q4 | $3.47M | Buy |
18,187
+1
| +0% | +$191 | 1.56% | 18 |
|
|
2018
Q3 | $3.83K | Hold |
18,186
| – | – | 1.15% | 20 |
|
|
2018
Q2 | $3.58M | Buy |
18,186
+1
| +0% | +$197 | 1.54% | 19 |
|
|
2018
Q1 | $3.99M | Hold |
18,185
| – | – | 1.73% | 17 |
|
|
2017
Q4 | $4.28M | Buy |
18,185
+860
| +5% | +$202K | 1.8% | 15 |
|
|
2017
Q3 | $3.64M | Buy |
17,325
+1,506
| +10% | +$316K | 1.68% | 16 |
|
|
2017
Q2 | $3.24M | Sell |
15,819
-1,506
| -9% | -$309K | 1.63% | 16 |
|
|
2017
Q1 | $3.32M | Buy |
17,325
+1,706
| +11% | +$326K | 1.72% | 16 |
|
|
2016
Q4 | $2.75M | Sell |
15,619
-1,506
| -9% | -$265K | 1.46% | 18 |
|
|
2016
Q3 | $3.02M | Buy |
17,125
+1,531
| +10% | +$270K | 1.67% | 17 |
|
|
2016
Q2 | $2.69M | Sell |
15,594
-2,590
| -14% | -$447K | 1.5% | 19 |
|
|
2016
Q1 | $2.99M | Sell |
18,184
-1,316
| -7% | -$216K | 1.71% | 16 |
|
|
2015
Q4 | $2.94M | Sell |
19,500
-410
| -2% | -$61.8K | 1.71% | 17 |
|
|
2015
Q3 | $2.82M | Buy |
19,910
+1,750
| +10% | +$248K | 1.74% | 18 |
|
|
2015
Q2 | $2.8M | Buy |
18,160
+910
| +5% | +$140K | 1.63% | 18 |
|
|
2015
Q1 | $2.85M | Buy |
17,250
+590
| +4% | +$97.3K | 1.61% | 18 |
|
|
2014
Q4 | $2.74M | Sell |
16,660
-1,500
| -8% | -$247K | 1.56% | 17 |
|
|
2014
Q3 | $2.57M | Sell |
18,160
-32
| -0.2% | -$4.53K | 1.51% | 18 |
|
|
2014
Q2 | $2.61M | Hold |
18,192
| – | – | 1.36% | 20 |
|
|
2014
Q1 | $2.47M | Buy |
+18,192
| New | +$2.47M | 1.35% | 22 |
|