Wealth Quarterback’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,931
| Closed | -$637K | – | 130 |
|
|
2024
Q4 | $637K | Buy |
4,931
+13
| +0.3% | +$1.68K | 0.3% | 59 |
|
|
2024
Q3 | $672K | Sell |
4,918
-2,110
| -30% | -$288K | 0.35% | 60 |
|
|
2024
Q2 | $718K | Sell |
7,028
-2,571
| -27% | -$263K | 0.41% | 51 |
|
|
2024
Q1 | $851K | Sell |
9,599
-516
| -5% | -$45.8K | 0.48% | 47 |
|
|
2023
Q4 | $925K | Buy |
10,115
+1,086
| +12% | +$99.3K | 0.56% | 37 |
|
|
2023
Q3 | $707K | Buy |
9,029
+784
| +10% | +$61.4K | 0.61% | 37 |
|
|
2023
Q2 | $690K | Buy |
8,245
+1,376
| +20% | +$115K | 0.48% | 39 |
|
|
2023
Q1 | $604K | Buy |
6,869
+494
| +8% | +$43.4K | 0.51% | 47 |
|
|
2022
Q4 | $639K | Buy |
6,375
+200
| +3% | +$20.1K | 0.53% | 45 |
|
|
2022
Q3 | $570K | Buy |
6,175
+38
| +0.6% | +$3.51K | 0.61% | 43 |
|
|
2022
Q2 | $664K | Buy |
+6,137
| New | +$664K | 0.52% | 43 |
|
|
2021
Q3 | $690K | Buy |
17,869
+12,828
| +254% | +$495K | 0.46% | 47 |
|
|
2021
Q2 | $838K | Buy |
+5,041
| New | +$838K | 0.51% | 48 |
|
|
2020
Q4 | $703K | Sell |
4,813
-301
| -6% | -$44K | 0.58% | 43 |
|
|
2020
Q3 | $667K | Hold |
5,114
| – | – | 0.61% | 47 |
|
|
2020
Q2 | $667K | Buy |
5,114
+3,316
| +184% | +$432K | 0.61% | 47 |
|
|
2020
Q1 | $286K | Sell |
1,798
-21,461
| -92% | -$3.41M | 0.26% | 80 |
|
|
2019
Q4 | $69.4K | Buy |
+23,259
| New | +$69.4K | 0.06% | 200 |
|