WCWM
Willow Creek Wealth Management’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,988
| Closed | -$211K | – | 155 |
|
|
2024
Q1 | $211K | Hold |
1,988
| – | – | 0.02% | 146 |
|
|
2023
Q4 | $217K | Buy |
+1,988
| New | +$217K | 0.03% | 140 |
|
|
2023
Q3 | – | Sell |
-1,999
| Closed | -$200K | – | 137 |
|
|
2023
Q2 | $200K | Buy |
1,999
+11
| +0.6% | +$1.1K | 0.03% | 142 |
|
|
2023
Q1 | $209K | Hold |
1,988
| – | – | 0.03% | 130 |
|
|
2022
Q4 | $238K | Hold |
1,988
| – | – | 0.04% | 114 |
|
|
2022
Q3 | $220K | Hold |
1,988
| – | – | 0.04% | 111 |
|
|
2022
Q2 | $257K | Sell |
1,988
-40
| -2% | -$5.17K | 0.05% | 104 |
|
|
2022
Q1 | $302K | Buy |
2,028
+40
| +2% | +$5.96K | 0.06% | 93 |
|
|
2021
Q4 | $353K | Hold |
1,988
| – | – | 0.07% | 84 |
|
|
2021
Q3 | $349K | Hold |
1,988
| – | – | 0.08% | 78 |
|
|
2021
Q2 | $395K | Buy |
1,988
+4
| +0.2% | +$795 | 0.09% | 66 |
|
|
2021
Q1 | $382K | Hold |
1,984
| – | – | 0.14% | 55 |
|
|
2020
Q4 | $347K | Hold |
1,984
| – | – | 0.13% | 56 |
|
|
2020
Q3 | $318K | Hold |
1,984
| – | – | 0.13% | 53 |
|
|
2020
Q2 | $309K | Hold |
1,984
| – | – | 0.14% | 46 |
|
|
2020
Q1 | $271K | Sell |
1,984
-41
| -2% | -$5.6K | 0.14% | 45 |
|
|
2019
Q4 | $357K | Hold |
2,025
| – | – | 0.16% | 46 |
|
|
2019
Q3 | $333K | Sell |
2,025
-70
| -3% | -$11.5K | 0.15% | 49 |
|
|
2019
Q2 | $363K | Hold |
2,095
| – | – | 0.17% | 45 |
|
|
2019
Q1 | $435K | Sell |
2,095
-49
| -2% | -$10.2K | 0.22% | 39 |
|
|
2018
Q4 | $409K | Hold |
2,144
| – | – | 0.22% | 36 |
|
|
2018
Q3 | $452K | Sell |
2,144
-4
| -0.2% | -$843 | 0.25% | 37 |
|
|
2018
Q2 | $423K | Hold |
2,148
| – | – | 0.24% | 35 |
|
|
2018
Q1 | $472K | Buy |
+2,148
| New | +$472K | 0.25% | 35 |
|