WAS
Winch Advisory Services’s 3M MMM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $543K | Hold |
3,566
| – | – | 0.13% | 65 |
|
2025
Q1 | $524K | Buy |
3,566
+1
| +0% | +$147 | 0.14% | 66 |
|
2024
Q4 | $460K | Hold |
3,565
| – | – | 0.12% | 65 |
|
2024
Q3 | $487K | Buy |
3,565
+1
| +0% | +$137 | 0.13% | 62 |
|
2024
Q2 | $364K | Hold |
3,564
| – | – | 0.1% | 68 |
|
2024
Q1 | $378K | Buy |
3,564
+48
| +1% | +$5.09K | 0.12% | 67 |
|
2023
Q4 | $384K | Sell |
3,516
-1
| -0% | -$109 | 0.13% | 62 |
|
2023
Q3 | $329K | Sell |
3,517
-38
| -1% | -$3.56K | 0.12% | 66 |
|
2023
Q2 | $356K | Buy |
3,555
+1
| +0% | +$100 | 0.13% | 62 |
|
2023
Q1 | $374K | Sell |
3,554
-4
| -0.1% | -$421 | 0.15% | 62 |
|
2022
Q4 | $427K | Buy |
3,558
+2
| +0.1% | +$240 | 0.18% | 56 |
|
2022
Q3 | $393K | Buy |
3,556
+1
| +0% | +$111 | 0.17% | 54 |
|
2022
Q2 | $460K | Sell |
3,555
-161
| -4% | -$20.8K | 0.19% | 52 |
|
2022
Q1 | $553K | Buy |
3,716
+1
| +0% | +$149 | 0.19% | 48 |
|
2021
Q4 | $660K | Buy |
3,715
+2
| +0.1% | +$355 | 0.22% | 48 |
|
2021
Q3 | $651K | Buy |
3,713
+52
| +1% | +$9.12K | 0.23% | 48 |
|
2021
Q2 | $727K | Buy |
3,661
+40
| +1% | +$7.94K | 0.26% | 47 |
|
2021
Q1 | $698K | Sell |
3,621
-436
| -11% | -$84K | 0.28% | 44 |
|
2020
Q4 | $709K | Sell |
4,057
-12
| -0.3% | -$2.1K | 0.29% | 44 |
|
2020
Q3 | $652K | Buy |
4,069
+2
| +0% | +$320 | 0.28% | 43 |
|
2020
Q2 | $634K | Buy |
4,067
+1
| +0% | +$156 | 0.3% | 39 |
|
2020
Q1 | $555K | Sell |
4,066
-15
| -0.4% | -$2.05K | 0.28% | 36 |
|
2019
Q4 | $720K | Buy |
4,081
+1
| +0% | +$176 | 0.34% | 41 |
|
2019
Q3 | $671K | Buy |
4,080
+2
| +0% | +$329 | 0.35% | 38 |
|
2019
Q2 | $707K | Sell |
4,078
-18
| -0.4% | -$3.12K | 0.37% | 38 |
|
2019
Q1 | $851K | Sell |
4,096
-40
| -1% | -$8.31K | 0.47% | 39 |
|
2018
Q4 | $788K | Sell |
4,136
-323
| -7% | -$61.5K | 0.44% | 39 |
|
2018
Q3 | $940K | Buy |
4,459
+1
| +0% | +$211 | 0.47% | 42 |
|
2018
Q2 | $877K | Sell |
4,458
-25
| -0.6% | -$4.92K | 0.47% | 44 |
|
2018
Q1 | $984K | Sell |
4,483
-50
| -1% | -$11K | 0.58% | 43 |
|
2017
Q4 | $1.07M | Sell |
4,533
-195
| -4% | -$45.9K | 0.64% | 44 |
|
2017
Q3 | $992K | Buy |
4,728
+1
| +0% | +$210 | 0.65% | 43 |
|
2017
Q2 | $984K | Buy |
4,727
+1
| +0% | +$208 | 0.62% | 46 |
|
2017
Q1 | $904K | Sell |
4,726
-5
| -0.1% | -$956 | 0.57% | 47 |
|
2016
Q4 | $845K | Sell |
4,731
-20
| -0.4% | -$3.57K | 0.58% | 40 |
|
2016
Q3 | $837K | Sell |
4,751
-37
| -0.8% | -$6.52K | 0.68% | 37 |
|
2016
Q2 | $839K | Buy |
4,788
+6
| +0.1% | +$1.05K | 1.02% | 22 |
|
2016
Q1 | $797K | Sell |
4,782
-49
| -1% | -$8.17K | 1.29% | 16 |
|
2015
Q4 | $728K | Buy |
4,831
+30
| +0.6% | +$4.52K | 0.83% | 18 |
|
2015
Q3 | $681K | Sell |
4,801
-21,279
| -82% | -$3.02M | 1% | 22 |
|
2015
Q2 | $4.02M | Sell |
26,080
-27,337
| -51% | -$4.22M | 2.2% | 14 |
|
2015
Q1 | $8.81M | Sell |
53,417
-11,509
| -18% | -$1.9M | 5.13% | 5 |
|
2014
Q4 | $10.7M | Buy |
64,926
+7,917
| +14% | +$1.3M | 5.81% | 3 |
|
2014
Q3 | $8.08M | Sell |
57,009
-1,306
| -2% | -$185K | 5.18% | 4 |
|
2014
Q2 | $8.35M | Buy |
58,315
+8,595
| +17% | +$1.23M | 4.9% | 2 |
|
2014
Q1 | $6.75M | Buy |
+49,720
| New | +$6.75M | 4.27% | 5 |
|