Wells Trecaso Financial Group’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $379K | Hold |
2,491
| – | – | 0.12% | 71 |
|
|
2025
Q1 | $366K | Hold |
2,491
| – | – | 0.12% | 71 |
|
|
2024
Q4 | $322K | Sell |
2,491
-150
| -6% | -$19.4K | 0.11% | 77 |
|
|
2024
Q3 | $361K | Sell |
2,641
-50
| -2% | -$6.84K | 0.12% | 72 |
|
|
2024
Q2 | $275K | Sell |
2,691
-976
| -27% | -$99.7K | 0.1% | 81 |
|
|
2024
Q1 | $325K | Buy |
3,667
+30
| +0.8% | +$2.66K | 0.11% | 74 |
|
|
2023
Q4 | $332K | Sell |
3,637
-4
| -0.1% | -$366 | 0.13% | 70 |
|
|
2023
Q3 | $285K | Hold |
3,641
| – | – | 0.13% | 75 |
|
|
2023
Q2 | $305K | Sell |
3,641
-209
| -5% | -$17.5K | 0.13% | 72 |
|
|
2023
Q1 | $338K | Sell |
3,850
-120
| -3% | -$10.5K | 0.16% | 63 |
|
|
2022
Q4 | $398K | Sell |
3,970
-369
| -9% | -$37K | 0.2% | 57 |
|
|
2022
Q3 | $401K | Hold |
4,339
| – | – | 0.22% | 55 |
|
|
2022
Q2 | $469K | Buy |
4,339
+18
| +0.4% | +$1.95K | 0.24% | 53 |
|
|
2022
Q1 | $538K | Buy |
4,321
+477
| +12% | +$59.4K | 0.24% | 51 |
|
|
2021
Q4 | $571K | Hold |
3,844
| – | – | 0.25% | 54 |
|
|
2021
Q3 | $564K | Hold |
3,844
| – | – | 0.27% | 51 |
|
|
2021
Q2 | $638K | Buy |
3,844
+54
| +1% | +$8.96K | 0.31% | 52 |
|
|
2021
Q1 | $611K | Buy |
3,790
+60
| +2% | +$9.67K | 0.32% | 49 |
|
|
2020
Q4 | $545K | Sell |
3,730
-59
| -2% | -$8.62K | 0.3% | 51 |
|
|
2020
Q3 | $507K | Buy |
3,789
+54
| +1% | +$7.23K | 0.32% | 49 |
|
|
2020
Q2 | $487K | Hold |
3,735
| – | – | 0.34% | 46 |
|
|
2020
Q1 | $426K | Sell |
3,735
-323
| -8% | -$36.8K | 0.38% | 49 |
|
|
2019
Q4 | $599K | Buy |
4,058
+215
| +6% | +$31.7K | 0.43% | 46 |
|
|
2019
Q3 | $528K | Hold |
3,843
| – | – | 0.42% | 47 |
|
|
2019
Q2 | $557K | Sell |
3,843
-504
| -12% | -$73K | 0.46% | 46 |
|
|
2019
Q1 | $755K | Sell |
4,347
-90
| -2% | -$15.6K | 0.63% | 36 |
|
|
2018
Q4 | $707K | Sell |
4,437
-43
| -1% | -$6.85K | 0.68% | 35 |
|
|
2018
Q3 | $789K | Hold |
4,480
| – | – | 0.65% | 34 |
|
|
2018
Q2 | $737K | Sell |
4,480
-24
| -0.5% | -$3.95K | 0.69% | 31 |
|
|
2018
Q1 | $827K | Sell |
4,504
-559
| -11% | -$103K | 0.79% | 29 |
|
|
2017
Q4 | $996K | Buy |
+5,063
| New | +$996K | 0.98% | 26 |
|