West Family Investments’s 3M MMM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $390K | Buy |
2,562
+885
| +53% | +$135K | 0.1% | 214 |
|
2025
Q1 | $246K | Sell |
1,677
-285
| -15% | -$41.9K | 0.09% | 202 |
|
2024
Q4 | $253K | Sell |
1,962
-32
| -2% | -$4.13K | 0.09% | 223 |
|
2024
Q3 | $273K | Buy |
+1,994
| New | +$273K | 0.09% | 224 |
|
2023
Q1 | – | Sell |
-2,758
| Closed | -$277K | – | 248 |
|
2022
Q4 | $277K | Buy |
2,758
+352
| +15% | +$35.3K | 0.09% | 179 |
|
2022
Q3 | $222K | Sell |
2,406
-966
| -29% | -$89.1K | 0.09% | 193 |
|
2022
Q2 | $365K | Buy |
3,372
+681
| +25% | +$73.7K | 0.14% | 125 |
|
2022
Q1 | $335K | Buy |
2,691
+966
| +56% | +$120K | 0.1% | 174 |
|
2021
Q4 | $256K | Buy |
+1,725
| New | +$256K | 0.07% | 238 |
|
2021
Q3 | – | Sell |
-2,259
| Closed | -$375K | – | 370 |
|
2021
Q2 | $375K | Buy |
+2,259
| New | +$375K | 0.1% | 182 |
|