Williams Jones Wealth Management’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $483K | Sell |
3,175
-2
| -0.1% | -$304 | 0.01% | 355 |
|
|
2025
Q1 | $467K | Hold |
3,177
| – | – | 0.01% | 344 |
|
|
2024
Q4 | $410K | Hold |
3,177
| – | – | ﹤0.01% | 374 |
|
|
2024
Q3 | $434K | Buy |
3,177
+302
| +11% | +$41.3K | 0.01% | 378 |
|
|
2024
Q2 | $294K | Sell |
2,875
-1,425
| -33% | -$146K | ﹤0.01% | 418 |
|
|
2024
Q1 | $381K | Sell |
4,300
-7,212
| -63% | -$640K | ﹤0.01% | 393 |
|
|
2023
Q4 | $1.05M | Sell |
11,512
-1,322
| -10% | -$121K | 0.01% | 253 |
|
|
2023
Q3 | $1M | Sell |
12,834
-555
| -4% | -$43.4K | 0.02% | 250 |
|
|
2023
Q2 | $1.12M | Sell |
13,389
-864
| -6% | -$72.3K | 0.02% | 248 |
|
|
2023
Q1 | $1.25M | Sell |
14,253
-912
| -6% | -$80.1K | 0.02% | 244 |
|
|
2022
Q4 | $1.52M | Sell |
15,165
-656
| -4% | -$65.8K | 0.03% | 225 |
|
|
2022
Q3 | $1.46M | Sell |
15,821
-1,638
| -9% | -$151K | 0.03% | 228 |
|
|
2022
Q2 | $1.89M | Buy |
17,459
+2,047
| +13% | +$221K | 0.03% | 213 |
|
|
2022
Q1 | $1.92M | Buy |
15,412
+407
| +3% | +$50.7K | 0.03% | 205 |
|
|
2021
Q4 | $2.23M | Sell |
15,005
-587
| -4% | -$87.2K | 0.03% | 193 |
|
|
2021
Q3 | $2.29M | Sell |
15,592
-473
| -3% | -$69.4K | 0.03% | 186 |
|
|
2021
Q2 | $2.67M | Buy |
16,065
+1,430
| +10% | +$237K | 0.04% | 181 |
|
|
2021
Q1 | $2.36M | Sell |
14,635
-631
| -4% | -$102K | 0.04% | 181 |
|
|
2020
Q4 | $2.23M | Buy |
15,266
+117
| +0.8% | +$17.1K | 0.04% | 170 |
|
|
2020
Q3 | $2.03M | Sell |
15,149
-1,259
| -8% | -$169K | 0.04% | 163 |
|
|
2020
Q2 | $2.14M | Sell |
16,408
-1,127
| -6% | -$147K | 0.04% | 156 |
|
|
2020
Q1 | $2M | Sell |
17,535
-2,473
| -12% | -$282K | 0.05% | 137 |
|
|
2019
Q4 | $2.95M | Sell |
20,008
-108
| -0.5% | -$15.9K | 0.06% | 145 |
|
|
2019
Q3 | $2.77M | Buy |
+20,116
| New | +$2.77M | 0.06% | 148 |
|