WGAM
Wilkinson Global Asset Management’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $279K | Hold |
1,833
| – | – | 0.02% | 62 |
|
|
2025
Q1 | $269K | Hold |
1,833
| – | – | 0.02% | 68 |
|
|
2024
Q4 | $237K | Hold |
1,833
| – | – | 0.01% | 77 |
|
|
2024
Q3 | $251K | Buy |
+1,833
| New | +$251K | 0.02% | 75 |
|
|
2024
Q1 | – | Sell |
-1,833
| Closed | -$200K | – | 90 |
|
|
2023
Q4 | $200K | Buy |
+1,833
| New | +$200K | 0.01% | 88 |
|
|
2023
Q1 | – | Sell |
-1,833
| Closed | -$220K | – | 96 |
|
|
2022
Q4 | $220K | Hold |
1,833
| – | – | 0.02% | 88 |
|
|
2022
Q3 | $203K | Hold |
1,833
| – | – | 0.02% | 89 |
|
|
2022
Q2 | $237K | Hold |
1,833
| – | – | 0.02% | 77 |
|
|
2022
Q1 | $273K | Hold |
1,833
| – | – | 0.02% | 77 |
|
|
2021
Q4 | $326K | Hold |
1,833
| – | – | 0.02% | 76 |
|
|
2021
Q3 | $322K | Hold |
1,833
| – | – | 0.02% | 78 |
|
|
2021
Q2 | $364K | Hold |
1,833
| – | – | 0.02% | 74 |
|
|
2021
Q1 | $353K | Buy |
+1,833
| New | +$353K | 0.02% | 73 |
|