WealthPlan Investment Management’s 3M MMM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-2,611
Closed -$252K 520
2022
Q4
$252K Buy
2,611
+598
+30% +$57.6K 0.02% 338
2022
Q3
$213K Buy
+2,013
New +$213K 0.02% 347
2022
Q1
$310K Buy
+2,570
New +$310K 0.02% 312