Woodward Diversified Capital’s 3M MMM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $749K | Buy |
4,922
+975
| +25% | +$148K | 0.38% | 71 |
|
2025
Q1 | $580K | Buy |
3,947
+160
| +4% | +$23.5K | 0.41% | 60 |
|
2024
Q4 | $489K | Sell |
3,787
-1,246
| -25% | -$161K | 0.36% | 62 |
|
2024
Q3 | $688K | Sell |
5,033
-1,206
| -19% | -$165K | 0.44% | 67 |
|
2024
Q2 | $638K | Sell |
6,239
-1,034
| -14% | -$106K | 0.37% | 73 |
|
2024
Q1 | $645K | Buy |
7,273
+342
| +5% | +$30.3K | 0.4% | 72 |
|
2023
Q4 | $633K | Buy |
6,931
+3,252
| +88% | +$297K | 0.4% | 66 |
|
2023
Q3 | $288K | Sell |
3,679
-1
| -0% | -$78 | 0.21% | 113 |
|
2023
Q2 | $308K | Hold |
3,680
| – | – | 0.23% | 101 |
|
2023
Q1 | $323K | Buy |
3,680
+9
| +0.2% | +$791 | 0.25% | 98 |
|
2022
Q4 | $368K | Buy |
3,671
+6
| +0.2% | +$601 | 0.3% | 87 |
|
2022
Q3 | $339K | Buy |
3,665
+2
| +0.1% | +$185 | 0.28% | 87 |
|
2022
Q2 | $396K | Hold |
3,663
| – | – | 0.3% | 85 |
|
2022
Q1 | $456K | Buy |
3,663
+1
| +0% | +$124 | 0.3% | 86 |
|
2021
Q4 | $544K | Buy |
3,662
+1
| +0% | +$149 | 0.32% | 81 |
|
2021
Q3 | $537K | Hold |
3,661
| – | – | 0.34% | 86 |
|
2021
Q2 | $608K | Sell |
3,661
-62
| -2% | -$10.3K | 0.35% | 77 |
|
2021
Q1 | $600K | Buy |
3,723
+52
| +1% | +$8.38K | 0.35% | 73 |
|
2020
Q4 | $536K | Buy |
+3,671
| New | +$536K | 0.35% | 70 |
|