Wealthspire Advisors (New York)’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.7M | Buy |
11,144
+85
| +0.8% | +$12.9K | 0.01% | 299 |
|
|
2025
Q1 | $1.62M | Buy |
11,059
+39
| +0.4% | +$5.73K | 0.01% | 303 |
|
|
2024
Q4 | $1.42M | Sell |
11,020
-409
| -4% | -$52.8K | 0.01% | 303 |
|
|
2024
Q3 | $1.56M | Sell |
11,429
-89
| -0.8% | -$12.2K | 0.02% | 291 |
|
|
2024
Q2 | $1.18M | Sell |
11,518
-1,743
| -13% | -$178K | 0.02% | 294 |
|
|
2024
Q1 | $1.18M | Sell |
13,261
-1,760
| -12% | -$156K | 0.02% | 290 |
|
|
2023
Q4 | $1.37M | Sell |
15,021
-2,326
| -13% | -$213K | 0.02% | 258 |
|
|
2023
Q3 | $1.36M | Buy |
17,347
+2,402
| +16% | +$188K | 0.02% | 226 |
|
|
2023
Q2 | $1.25M | Sell |
14,945
-166
| -1% | -$13.9K | 0.02% | 218 |
|
|
2023
Q1 | $1.33M | Sell |
15,111
-4,039
| -21% | -$355K | 0.02% | 203 |
|
|
2022
Q4 | $1.92M | Buy |
19,150
+593
| +3% | +$59.5K | 0.03% | 160 |
|
|
2022
Q3 | $1.72M | Sell |
18,557
-562
| -3% | -$51.9K | 0.04% | 160 |
|
|
2022
Q2 | $2.07M | Buy |
19,119
+667
| +4% | +$72.2K | 0.04% | 146 |
|
|
2022
Q1 | $2.3M | Sell |
18,452
-2,142
| -10% | -$267K | 0.05% | 113 |
|
|
2021
Q4 | $3.06M | Buy |
20,594
+1,120
| +6% | +$166K | 0.07% | 108 |
|
|
2021
Q3 | $2.86M | Buy |
19,474
+7,730
| +66% | +$1.13M | 0.06% | 132 |
|
|
2021
Q2 | $1.95M | Sell |
11,744
-17,810
| -60% | -$2.96M | 0.05% | 113 |
|
|
2021
Q1 | $4.76M | Buy |
29,554
+9,501
| +47% | +$1.53M | 0.11% | 91 |
|
|
2020
Q4 | $2.93M | Buy |
20,053
+13,589
| +210% | +$1.99M | 0.09% | 102 |
|
|
2020
Q3 | $866K | Buy |
6,464
+941
| +17% | +$126K | 0.05% | 138 |
|
|
2020
Q2 | $720K | Sell |
5,523
-18,537
| -77% | -$2.42M | 0.05% | 127 |
|
|
2020
Q1 | $2.75M | Buy |
24,060
+22,186
| +1,184% | +$2.53M | 0.12% | 102 |
|
|
2019
Q4 | $276K | Buy |
1,874
+317
| +20% | +$46.7K | 0.02% | 159 |
|
|
2019
Q3 | $214K | Buy |
+1,557
| New | +$214K | 0.02% | 151 |
|
|
2019
Q1 | – | Sell |
-737
| Closed | -$117K | – | 513 |
|
|
2018
Q4 | $117K | Buy |
+737
| New | +$117K | 0.01% | 100 |
|