Wealthcare Advisory Partners’s 3M MMM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.31M | Sell |
21,744
-178
| -0.8% | -$27.1K | 0.08% | 218 |
|
2025
Q1 | $3.22M | Buy |
21,922
+509
| +2% | +$74.8K | 0.09% | 202 |
|
2024
Q4 | $2.76M | Sell |
21,413
-447
| -2% | -$57.7K | 0.08% | 214 |
|
2024
Q3 | $2.99M | Buy |
21,860
+39
| +0.2% | +$5.33K | 0.09% | 204 |
|
2024
Q2 | $2.23M | Buy |
21,821
+2,699
| +14% | +$276K | 0.07% | 221 |
|
2024
Q1 | $1.7M | Buy |
19,122
+3,279
| +21% | +$291K | 0.06% | 264 |
|
2023
Q4 | $1.45M | Buy |
15,843
+4,485
| +39% | +$410K | 0.06% | 247 |
|
2023
Q3 | $889K | Buy |
11,358
+6,191
| +120% | +$485K | 0.04% | 301 |
|
2023
Q2 | $432K | Sell |
5,167
-380
| -7% | -$31.8K | 0.02% | 475 |
|
2023
Q1 | $488K | Buy |
5,547
+805
| +17% | +$70.8K | 0.02% | 463 |
|
2022
Q4 | $475K | Buy |
4,742
+454
| +11% | +$45.5K | 0.02% | 435 |
|
2022
Q3 | $396K | Sell |
4,288
-701
| -14% | -$64.7K | 0.02% | 417 |
|
2022
Q2 | $540K | Buy |
4,989
+121
| +2% | +$13.1K | 0.03% | 311 |
|
2022
Q1 | $606K | Buy |
4,868
+781
| +19% | +$97.2K | 0.04% | 273 |
|
2021
Q4 | $607K | Buy |
4,087
+714
| +21% | +$106K | 0.04% | 282 |
|
2021
Q3 | $495K | Sell |
3,373
-34
| -1% | -$4.99K | 0.03% | 316 |
|
2021
Q2 | $566K | Buy |
3,407
+151
| +5% | +$25.1K | 0.04% | 297 |
|
2021
Q1 | $525K | Buy |
3,256
+242
| +8% | +$39K | 0.04% | 279 |
|
2020
Q4 | $441K | Buy |
3,014
+128
| +4% | +$18.7K | 0.04% | 254 |
|
2020
Q3 | $387K | Sell |
2,886
-4
| -0.1% | -$536 | 0.04% | 239 |
|
2020
Q2 | $377K | Buy |
2,890
+20
| +0.7% | +$2.61K | 0.05% | 214 |
|
2020
Q1 | $328K | Buy |
2,870
+526
| +22% | +$60.1K | 0.05% | 206 |
|
2019
Q4 | $346K | Sell |
2,344
-114
| -5% | -$16.8K | 0.04% | 217 |
|
2019
Q3 | $338K | Buy |
2,458
+70
| +3% | +$9.63K | 0.05% | 194 |
|
2019
Q2 | $346K | Sell |
2,388
-438
| -15% | -$63.5K | 0.05% | 185 |
|
2019
Q1 | $491K | Sell |
2,826
-5
| -0.2% | -$869 | 0.08% | 137 |
|
2018
Q4 | $451K | Sell |
2,831
-56
| -2% | -$8.92K | 0.09% | 124 |
|
2018
Q3 | $509K | Sell |
2,887
-279
| -9% | -$49.2K | 0.09% | 114 |
|
2018
Q2 | $521K | Buy |
3,166
+352
| +13% | +$57.9K | 0.1% | 116 |
|
2018
Q1 | $516K | Buy |
2,814
+253
| +10% | +$46.4K | 0.12% | 106 |
|
2017
Q4 | $504K | Buy |
2,561
+205
| +9% | +$40.3K | 0.13% | 95 |
|
2017
Q3 | $414K | Buy |
+2,356
| New | +$414K | 0.12% | 93 |
|