WealthPLAN Partners’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-1,335
| Closed | -$203K | – | 260 |
|
|
2025
Q2 | $203K | Buy |
+1,335
| New | +$191K | 0.03% | 248 |
|
|
2023
Q4 | – | Sell |
-2,599
| Closed | -$203K | – | 335 |
|
|
2023
Q3 | $203K | Buy |
2,599
+212
| +9% | +$18.2K | 0.02% | 299 |
|
|
2023
Q2 | $200K | Sell |
2,387
-339
| -12% | -$28.8K | 0.03% | 291 |
|
|
2023
Q1 | $240K | Buy |
2,726
+115
| +4% | +$10.8K | 0.03% | 278 |
|
|
2022
Q4 | $249K | Buy |
+2,611
| New | +$266K | 0.02% | 339 |
|
|
2022
Q1 | $310K | Sell |
2,570
-748
| -23% | -$99.5K | 0.02% | 312 |
|
|
2021
Q4 | $460K | Buy |
3,318
+306
| +10% | +$45.6K | 0.03% | 263 |
|
|
2021
Q3 | $445K | Sell |
3,012
-534
| -15% | -$86.5K | 0.03% | 265 |
|
|
2021
Q2 | $598K | Buy |
3,546
+1,702
| +92% | +$284K | 0.04% | 209 |
|
|
2021
Q1 | $308K | Sell |
1,844
-1,709
| -48% | -$256K | 0.02% | 269 |
|
|
2020
Q4 | $526K | Sell |
3,553
-162
| -4% | -$23K | 0.04% | 212 |
|
|
2020
Q3 | $519K | Sell |
3,715
-1,684
| -31% | -$227K | 0.05% | 190 |
|
|
2020
Q2 | $749K | Sell |
5,399
-398
| -7% | -$50.1K | 0.08% | 141 |
|
|
2020
Q1 | $659K | Sell |
5,797
-30,901
| -84% | -$4.07M | 0.09% | 133 |
|
|
2019
Q4 | $5.03M | Buy |
36,698
+3,490
| +11% | +$489K | 0.59% | 53 |
|
|
2019
Q3 | $4.74M | Buy |
33,208
+3,277
| +11% | +$458K | 0.65% | 50 |
|
|
2019
Q2 | $4.13M | Buy |
29,931
+6,016
| +25% | +$926K | 0.62% | 51 |
|
|
2019
Q1 | $3.48M | Buy |
23,915
+2,367
| +11% | +$398K | 0.54% | 54 |
|
|
2018
Q4 | $3.76M | Buy |
21,548
+3,424
| +19% | +$568K | 0.61% | 48 |
|
|
2018
Q3 | $3.04M | Buy |
18,124
+1,435
| +9% | +$247K | 0.55% | 51 |
|
|
2018
Q2 | $2.75M | Buy |
16,689
+4,716
| +39% | +$805K | 0.56% | 53 |
|
|
2018
Q1 | $2.2M | Buy |
11,973
+3,081
| +35% | +$610K | 0.48% | 58 |
|
|
2017
Q4 | $1.75M | Buy |
8,892
+888
| +11% | +$171K | 0.47% | 56 |
|
|
2017
Q3 | $1.41M | Buy |
8,004
+329
| +4% | +$57K | 0.39% | 60 |
|
|
2017
Q2 | $1.34M | Buy |
7,675
+7,313
| +2,020% | +$1.22M | 0.38% | 60 |
|
|
2017
Q1 | $57.8K | Buy |
+362
| New | +$55.5K | 0.2% | 100 |
|
|
2016
Q3 | $319K | Sell |
2,223
-1,218
| -35% | -$182K | 0.1% | 113 |
|
|
2016
Q2 | $295K | Buy |
+3,441
| New | +$485K | 0.04% | 295 |
|
|
2015
Q4 | $188K | Buy |
+3,038
| New | +$390K | 0.03% | 279 |
|
|
2015
Q2 | $8K | Sell |
60
-615
| -91% | -$82.5K | ﹤0.01% | 320 |
|
|
2015
Q1 | $93K | Buy |
+675
| New | +$93K | 0.04% | 182 |
|
Other funds holding MMM
