WP
WMS Partners’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,900
| Closed | -$633K | – | 173 |
|
|
2024
Q4 | $633K | Sell |
4,900
-210
| -4% | -$27.1K | 0.04% | 159 |
|
|
2024
Q3 | $699K | Sell |
5,110
-885
| -15% | -$121K | 0.04% | 146 |
|
|
2024
Q2 | $613K | Buy |
5,995
+381
| +7% | +$38.9K | 0.04% | 131 |
|
|
2024
Q1 | $595K | Sell |
5,614
-828
| -13% | -$87.8K | 0.04% | 142 |
|
|
2023
Q4 | $704K | Sell |
6,442
-474
| -7% | -$51.8K | 0.05% | 117 |
|
|
2023
Q3 | $647K | Sell |
6,916
-1,483
| -18% | -$139K | 0.05% | 128 |
|
|
2023
Q2 | $841K | Sell |
8,399
-580
| -6% | -$58.1K | 0.07% | 113 |
|
|
2023
Q1 | $944K | Sell |
8,979
-258
| -3% | -$27.1K | 0.08% | 102 |
|
|
2022
Q4 | $1.11M | Sell |
9,237
-388
| -4% | -$46.5K | 0.11% | 91 |
|
|
2022
Q3 | $1.06M | Buy |
9,625
+122
| +1% | +$13.5K | 0.14% | 82 |
|
|
2022
Q2 | $1.23M | Sell |
9,503
-717
| -7% | -$92.8K | 0.19% | 72 |
|
|
2022
Q1 | $1.52M | Buy |
+10,220
| New | +$1.52M | 0.21% | 60 |
|
|
2021
Q4 | – | Sell |
-10,492
| Closed | -$1.84M | – | 239 |
|
|
2021
Q3 | $1.84M | Sell |
10,492
-503
| -5% | -$88.3K | 0.27% | 51 |
|
|
2021
Q2 | $2.18M | Buy |
10,995
+46
| +0.4% | +$9.14K | 0.32% | 43 |
|
|
2021
Q1 | $2.11M | Sell |
10,949
-1,637
| -13% | -$315K | 0.48% | 40 |
|
|
2020
Q4 | $2.2M | Sell |
12,586
-308
| -2% | -$53.8K | 0.38% | 39 |
|
|
2020
Q3 | $2.07M | Sell |
12,894
-530
| -4% | -$84.9K | 0.4% | 37 |
|
|
2020
Q2 | $2.09M | Sell |
13,424
-1,649
| -11% | -$257K | 0.43% | 39 |
|
|
2020
Q1 | $2.06M | Sell |
15,073
-1,820
| -11% | -$248K | 0.57% | 34 |
|
|
2019
Q4 | $2.98M | Sell |
16,893
-1,845
| -10% | -$325K | 0.67% | 32 |
|
|
2019
Q3 | $3.08M | Sell |
18,738
-1,726
| -8% | -$284K | 0.74% | 31 |
|
|
2019
Q2 | $3.55M | Sell |
20,464
-1,343
| -6% | -$233K | 0.87% | 27 |
|
|
2019
Q1 | $4.53M | Sell |
21,807
-1,936
| -8% | -$402K | 1.13% | 21 |
|
|
2018
Q4 | $4.52M | Sell |
23,743
-1,586
| -6% | -$302K | 1.27% | 19 |
|
|
2018
Q3 | $5.34M | Sell |
25,329
-392
| -2% | -$82.6K | 0.6% | 38 |
|
|
2018
Q2 | $5.06M | Sell |
25,721
-133
| -0.5% | -$26.2K | 0.59% | 37 |
|
|
2018
Q1 | $5.68M | Sell |
25,854
-1,918
| -7% | -$421K | 0.67% | 36 |
|
|
2017
Q4 | $6.54M | Sell |
27,772
-487
| -2% | -$115K | 0.74% | 35 |
|
|
2017
Q3 | $5.93M | Sell |
28,259
-1,303
| -4% | -$274K | 0.71% | 38 |
|
|
2017
Q2 | $6.16M | Sell |
29,562
-1,074
| -4% | -$224K | 0.76% | 36 |
|
|
2017
Q1 | $5.86M | Buy |
30,636
+291
| +1% | +$55.7K | 0.74% | 36 |
|
|
2016
Q4 | $5.42M | Sell |
30,345
-431
| -1% | -$77K | 0.72% | 35 |
|
|
2016
Q3 | $5.42M | Sell |
30,776
-514
| -2% | -$90.6K | 0.73% | 36 |
|
|
2016
Q2 | $5.48M | Buy |
31,290
+626
| +2% | +$110K | 0.76% | 38 |
|
|
2016
Q1 | $5.11M | Buy |
30,664
+1,030
| +3% | +$172K | 0.71% | 39 |
|
|
2015
Q4 | $4.46M | Sell |
29,634
-447
| -1% | -$67.3K | 0.64% | 42 |
|
|
2015
Q3 | $4.27M | Sell |
30,081
-974
| -3% | -$138K | 0.65% | 40 |
|
|
2015
Q2 | $4.79M | Sell |
31,055
-128
| -0.4% | -$19.8K | 0.56% | 43 |
|
|
2015
Q1 | $5.14M | Buy |
31,183
+464
| +2% | +$76.5K | 0.63% | 39 |
|
|
2014
Q4 | $5.05M | Sell |
30,719
-889
| -3% | -$146K | 0.78% | 39 |
|
|
2014
Q3 | $4.48M | Sell |
31,608
-220
| -0.7% | -$31.2K | 0.7% | 38 |
|
|
2014
Q2 | $4.56M | Buy |
31,828
+263
| +0.8% | +$37.7K | 0.7% | 40 |
|
|
2014
Q1 | $4.28M | Buy |
31,565
+1,544
| +5% | +$209K | 0.69% | 41 |
|
|
2013
Q4 | $4.21M | Buy |
30,021
+95
| +0.3% | +$13.3K | 0.69% | 42 |
|
|
2013
Q3 | $3.57M | Sell |
29,926
-264
| -0.9% | -$31.5K | 0.68% | 42 |
|
|
2013
Q2 | $3.3M | Buy |
+30,190
| New | +$3.3M | 0.6% | 48 |
|