Wellington Wealth Strategies’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,726
| Closed | -$222K | – | 84 |
|
|
2024
Q3 | $222K | Sell |
1,726
-2,368
| -58% | -$304K | 0.17% | 66 |
|
|
2024
Q2 | $418K | Buy |
4,094
+1,373
| +50% | +$140K | 1.75% | 10 |
|
|
2024
Q1 | $241K | Sell |
2,721
-1,299
| -32% | -$115K | 0.11% | 127 |
|
|
2023
Q4 | $367K | Buy |
+4,020
| New | +$367K | 0.31% | 53 |
|
|
2020
Q4 | $367K | Buy |
+4,020
| New | +$367K | 0.31% | 54 |
|