Western Pacific Wealth Management’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 |
-370
| Closed | -$50.6K | – | 248 |
|
2024
Q3 | $50.6K | Buy |
+370
| New | +$50.6K | 0.03% | 166 |
|
2024
Q1 | – | Sell |
-530
| Closed | -$48.4K | – | 316 |
|
2023
Q4 | $48.4K | Hold |
530
| – | – | 0.04% | 145 |
|
2023
Q3 | $41.5K | Hold |
530
| – | – | 0.03% | 149 |
|
2023
Q2 | $44.3K | Hold |
530
| – | – | 0.03% | 150 |
|
2023
Q1 | $46.6K | Buy |
530
+225
| +74% | +$19.8K | 0.04% | 148 |
|
2022
Q4 | $30.6K | Buy |
305
+110
| +56% | +$11K | 0.03% | 158 |
|
2022
Q3 | $18K | Buy |
+195
| New | +$18K | 0.02% | 173 |
|