Wolff Financial Management’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-5,128
| Closed | -$451K | – | 71 |
|
|
2023
Q1 | $451K | Buy |
5,128
+2,071
| +68% | +$182K | 0.16% | 72 |
|
|
2022
Q4 | $307K | Buy |
3,057
+1
| +0% | +$100 | 0.11% | 81 |
|
|
2022
Q3 | $282K | Buy |
3,056
+1
| +0% | +$92 | 0.13% | 88 |
|
|
2022
Q2 | $330K | Buy |
3,055
+2
| +0.1% | +$216 | 0.15% | 85 |
|
|
2022
Q1 | $380K | Buy |
3,053
+1
| +0% | +$124 | 0.15% | 84 |
|
|
2021
Q4 | $453K | Buy |
3,052
+1
| +0% | +$148 | 0.17% | 78 |
|
|
2021
Q3 | $447K | Buy |
+3,051
| New | +$447K | 0.39% | 30 |
|
|
2021
Q1 | $491K | Buy |
3,049
+629
| +26% | +$101K | 0.23% | 70 |
|
|
2020
Q4 | $354K | Buy |
2,420
+2
| +0.1% | +$293 | 0.19% | 73 |
|
|
2020
Q3 | $324K | Buy |
2,418
+1
| +0% | +$134 | 0.19% | 68 |
|
|
2020
Q2 | $315K | Buy |
2,417
+114
| +5% | +$14.9K | 0.2% | 71 |
|
|
2020
Q1 | $263K | Buy |
2,303
+137
| +6% | +$15.6K | 0.2% | 71 |
|
|
2019
Q4 | $319K | Buy |
2,166
+128
| +6% | +$18.9K | 0.21% | 67 |
|
|
2019
Q3 | $280K | Hold |
2,038
| – | – | 0.2% | 68 |
|
|
2019
Q2 | $295K | Hold |
2,038
| – | – | 0.23% | 66 |
|
|
2019
Q1 | $354K | Hold |
2,038
| – | – | 0.29% | 64 |
|
|
2018
Q4 | $325K | Buy |
+2,038
| New | +$325K | 0.32% | 63 |
|