WealthShield 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 | $324K | Buy |
2,130
+5
| +0.2% | +$761 | 0.04% | 271 |
|
|
2025
Q1 | $312K | Buy |
2,125
+13
| +0.6% | +$1.91K | 0.04% | 267 |
|
|
2024
Q4 | $273K | Sell |
2,112
-230
| -10% | -$29.7K | 0.04% | 256 |
|
|
2024
Q3 | $320K | Sell |
2,342
-39
| -2% | -$5.33K | 0.04% | 241 |
|
|
2024
Q2 | $243K | Buy |
+2,381
| New | +$243K | 0.04% | 257 |
|
|
2023
Q2 | – | Sell |
-2,400
| Closed | -$211K | – | 499 |
|
|
2023
Q1 | $211K | Buy |
+2,400
| New | +$211K | 0.03% | 288 |
|
|
2021
Q3 | – | Sell |
-739
| Closed | -$123K | – | 534 |
|
|
2021
Q2 | $123K | Sell |
739
-54
| -7% | -$8.99K | 0.02% | 329 |
|
|
2021
Q1 | $128K | Buy |
+793
| New | +$128K | 0.02% | 310 |
|
|
2018
Q2 | – | Sell |
-1,282
| Closed | -$235K | – | 257 |
|
|
2018
Q1 | $235K | Buy |
1,282
+87
| +7% | +$15.9K | 0.15% | 105 |
|
|
2017
Q4 | $235K | Buy |
+1,195
| New | +$235K | 0.14% | 116 |
|