WDG
Wealth Dimensions Group’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $406K | Sell |
2,669
-12
| -0.4% | -$1.83K | 0.09% | 114 |
|
|
2025
Q1 | $394K | Buy |
2,681
+51
| +2% | +$7.49K | 0.09% | 108 |
|
|
2024
Q4 | $340K | Sell |
2,630
-383
| -13% | -$49.4K | 0.08% | 115 |
|
|
2024
Q3 | $412K | Sell |
3,013
-28
| -0.9% | -$3.83K | 0.1% | 101 |
|
|
2024
Q2 | $311K | Sell |
3,041
-105
| -3% | -$10.7K | 0.09% | 107 |
|
|
2024
Q1 | $334K | Buy |
3,146
+20
| +0.6% | +$2.12K | 0.1% | 106 |
|
|
2023
Q4 | $342K | Sell |
3,126
-194
| -6% | -$21.2K | 0.11% | 102 |
|
|
2023
Q3 | $311K | Sell |
3,320
-221
| -6% | -$20.7K | 0.11% | 102 |
|
|
2023
Q2 | $354K | Buy |
3,541
+64
| +2% | +$6.41K | 0.13% | 97 |
|
|
2023
Q1 | $365K | Buy |
3,477
+16
| +0.5% | +$1.68K | 0.14% | 95 |
|
|
2022
Q4 | $415K | Buy |
3,461
+346
| +11% | +$41.5K | 0.17% | 83 |
|
|
2022
Q3 | $344K | Buy |
3,115
+35
| +1% | +$3.87K | 0.17% | 86 |
|
|
2022
Q2 | $399K | Sell |
3,080
-20
| -0.6% | -$2.59K | 0.19% | 81 |
|
|
2022
Q1 | $462K | Buy |
3,100
+29
| +0.9% | +$4.32K | 0.21% | 82 |
|
|
2021
Q4 | $545K | Buy |
3,071
+575
| +23% | +$102K | 0.27% | 65 |
|
|
2021
Q3 | $438K | Buy |
2,496
+546
| +28% | +$95.8K | 0.28% | 77 |
|
|
2021
Q2 | $387K | Sell |
1,950
-125
| -6% | -$24.8K | 0.26% | 80 |
|
|
2021
Q1 | $400K | Hold |
2,075
| – | – | 0.31% | 74 |
|
|
2020
Q4 | $363K | Buy |
+2,075
| New | +$363K | 0.31% | 67 |
|