Wintrust Investments’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $50K | Sell |
388
-389
| -50% | -$50.1K | 0.04% | 254 |
|
|
2024
Q3 | $106K | Sell |
777
-9,912
| -93% | -$1.35M | 0.08% | 202 |
|
|
2024
Q2 | $1.09M | Sell |
10,689
-735
| -6% | -$75.1K | 0.09% | 183 |
|
|
2024
Q1 | $1.01M | Buy |
11,424
+4,744
| +71% | +$421K | 0.09% | 185 |
|
|
2023
Q4 | $611K | Buy |
6,680
+1,029
| +18% | +$94.1K | 0.06% | 243 |
|
|
2023
Q3 | $442K | Buy |
5,651
+375
| +7% | +$29.3K | 0.05% | 276 |
|
|
2023
Q2 | $441K | Buy |
+5,276
| New | +$441K | 0.04% | 279 |
|
|
2023
Q1 | – | Sell |
-7,345
| Closed | -$736K | – | 367 |
|
|
2022
Q4 | $736K | Sell |
7,345
-2,616
| -26% | -$262K | 0.1% | 167 |
|
|
2022
Q3 | $920K | Sell |
9,961
-4,081
| -29% | -$377K | 0.12% | 153 |
|
|
2022
Q2 | $1.52M | Buy |
14,042
+252
| +2% | +$27.3K | 0.18% | 106 |
|
|
2022
Q1 | $1.72M | Sell |
13,790
-1,513
| -10% | -$188K | 0.17% | 118 |
|
|
2021
Q4 | $2.27M | Buy |
15,303
+2,355
| +18% | +$350K | 0.22% | 80 |
|
|
2021
Q3 | $1.9M | Buy |
12,948
+919
| +8% | +$135K | 0.26% | 75 |
|
|
2021
Q2 | $2M | Buy |
12,029
+1,344
| +13% | +$223K | 0.21% | 99 |
|
|
2021
Q1 | $1.72M | Sell |
10,685
-358
| -3% | -$57.7K | 0.18% | 117 |
|
|
2020
Q4 | $1.61M | Buy |
11,043
+1,671
| +18% | +$244K | 0.46% | 54 |
|
|
2020
Q3 | $1.26M | Buy |
9,372
+1,593
| +20% | +$213K | 0.17% | 109 |
|
|
2020
Q2 | $1.02M | Buy |
7,779
+3,506
| +82% | +$457K | 0.14% | 120 |
|
|
2020
Q1 | $488K | Buy |
4,273
+2,172
| +103% | +$248K | 0.08% | 171 |
|
|
2019
Q4 | $310K | Sell |
2,101
-293
| -12% | -$43.2K | 0.04% | 282 |
|
|
2019
Q3 | $329K | Sell |
2,394
-665
| -22% | -$91.4K | 0.05% | 272 |
|
|
2019
Q2 | $443K | Buy |
3,059
+245
| +9% | +$35.5K | 0.07% | 214 |
|
|
2019
Q1 | $489K | Buy |
2,814
+231
| +9% | +$40.1K | 0.08% | 204 |
|
|
2018
Q4 | $412K | Sell |
2,583
-122
| -5% | -$19.5K | 0.08% | 213 |
|
|
2018
Q3 | $477K | Sell |
2,705
-242
| -8% | -$42.7K | 0.08% | 224 |
|
|
2018
Q2 | $485K | Buy |
+2,947
| New | +$485K | 0.08% | 215 |
|
|
2018
Q1 | – | Sell |
-12,159
| Closed | -$2.39M | – | 281 |
|
|
2017
Q4 | $2.39M | Sell |
12,159
-232
| -2% | -$45.7K | 0.56% | 33 |
|
|
2017
Q3 | $2.18M | Hold |
12,391
| – | – | 0.55% | 32 |
|
|
2017
Q2 | $2.16M | Buy |
12,391
+103
| +0.8% | +$17.9K | 0.57% | 33 |
|
|
2017
Q1 | $1.97M | Buy |
+12,288
| New | +$1.97M | 0.56% | 28 |
|