WESPAC Advisors’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.56M | Sell |
10,270
-192
| -2% | -$29.2K | 1.09% | 18 |
|
|
2025
Q1 | $1.54M | Sell |
10,462
-1,308
| -11% | -$192K | 1.25% | 15 |
|
|
2024
Q4 | $1.52M | Buy |
11,770
+7,507
| +176% | +$969K | 1.12% | 20 |
|
|
2024
Q3 | $583K | Buy |
4,263
+91
| +2% | +$12.4K | 0.43% | 82 |
|
|
2024
Q2 | $426K | Sell |
4,172
-3,957
| -49% | -$404K | 0.33% | 100 |
|
|
2024
Q1 | $721K | Buy |
8,129
+119
| +1% | +$10.6K | 0.42% | 87 |
|
|
2023
Q4 | $732K | Sell |
8,010
-325
| -4% | -$29.7K | 0.51% | 67 |
|
|
2023
Q3 | $652K | Buy |
8,335
+236
| +3% | +$18.5K | 0.49% | 71 |
|
|
2023
Q2 | $678K | Buy |
+8,099
| New | +$678K | 0.54% | 62 |
|
|
2015
Q3 | – | Sell |
-8,591
| Closed | -$1.11M | – | 96 |
|
|
2015
Q2 | $1.11M | Buy |
8,591
+26
| +0.3% | +$3.35K | 0.83% | 48 |
|
|
2015
Q1 | $1.18M | Buy |
8,565
+720
| +9% | +$99.3K | 0.89% | 46 |
|
|
2014
Q4 | $1.08M | Buy |
7,845
+3,720
| +90% | +$511K | 0.76% | 52 |
|
|
2014
Q3 | $489K | Buy |
4,125
+1,325
| +47% | +$157K | 0.39% | 82 |
|
|
2014
Q2 | $335K | Buy |
+2,800
| New | +$335K | 0.38% | 89 |
|