WealthPLAN Partners’s 3M MMM Stock Holding History

WealthPLAN Partners’s Portfolio MMM Stock Details MMM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$203K	Buy	+1,335	New	+$203K	0.03%	248
2023 Q4	–	Sell	-2,599	Closed	-$203K	–	335
2023 Q3	$203K	Buy	2,599 +212	+9%	+$16.6K	0.02%	299
2023 Q2	$200K	Sell	2,387 -339	-12%	-$28.4K	0.03%	291
2023 Q1	$240K	Buy	2,726 +115	+4%	+$10.1K	0.03%	278
2022 Q4	$249K	Buy	+2,611	New	+$249K	0.02%	339
2022 Q1	$310K	Sell	2,570 -748	-23%	-$90.2K	0.02%	312
2021 Q4	$460K	Buy	3,318 +306	+10%	+$42.4K	0.03%	262
2021 Q3	$445K	Sell	3,012 -534	-15%	-$78.9K	0.03%	263
2021 Q2	$598K	Buy	3,546 +1,702	+92%	+$287K	0.04%	209
2021 Q1	$308K	Sell	1,844 -1,709	-48%	-$285K	0.02%	268
2020 Q4	$526K	Sell	3,553 -162	-4%	-$24K	0.04%	211
2020 Q3	$519K	Sell	3,715 -1,684	-31%	-$235K	0.05%	189
2020 Q2	$749K	Sell	5,399 -398	-7%	-$55.2K	0.08%	140
2020 Q1	$659K	Sell	5,797 -30,901	-84%	-$3.51M	0.09%	133
2019 Q4	$5.03M	Buy	36,698 +3,490	+11%	+$478K	0.59%	53
2019 Q3	$4.74M	Buy	33,208 +3,277	+11%	+$467K	0.65%	50
2019 Q2	$4.13M	Buy	29,931 +6,016	+25%	+$829K	0.62%	51
2019 Q1	$3.48M	Buy	23,915 +2,367	+11%	+$345K	0.54%	54
2018 Q4	$3.76M	Buy	21,548 +3,424	+19%	+$598K	0.61%	48
2018 Q3	$3.04M	Buy	18,124 +1,435	+9%	+$241K	0.55%	51
2018 Q2	$2.75M	Buy	16,689 +4,716	+39%	+$776K	0.56%	53
2018 Q1	$2.2M	Buy	11,973 +3,081	+35%	+$566K	0.48%	58
2017 Q4	$1.75M	Buy	8,892 +888	+11%	+$175K	0.47%	56
2017 Q3	$1.41M	Buy	8,004 +329	+4%	+$57.8K	0.39%	60
2017 Q2	$1.34M	Buy	7,675 +7,313	+2,020%	+$1.27M	0.38%	60
2017 Q1	$57.8K	Buy	+362	New	+$57.8K	0.2%	100
2016 Q3	$319K	Sell	2,223 -1,218	-35%	-$175K	0.1%	113
2016 Q2	$295K	Buy	+3,441	New	+$295K	0.04%	295
2015 Q4	$188K	Buy	+3,038	New	+$188K	0.03%	279
2015 Q2	$8K	Sell	60 -615	-91%	-$82K	﹤0.01%	320
2015 Q1	$93K	Buy	+675	New	+$93K	0.04%	182