WP Advisors’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $201K | Buy |
+1,320
| New | +$201K | 0.06% | 116 |
|
|
2024
Q4 | – | Sell |
-1,598
| Closed | -$219K | – | 106 |
|
|
2024
Q3 | $219K | Sell |
1,598
-1,258
| -44% | -$172K | 0.08% | 94 |
|
|
2024
Q2 | $292K | Sell |
2,856
-1,271
| -31% | -$130K | 0.09% | 93 |
|
|
2024
Q1 | $366K | Buy |
4,127
+886
| +27% | +$78.6K | 0.12% | 88 |
|
|
2023
Q4 | $296K | Buy |
3,241
+282
| +10% | +$25.8K | 0.11% | 88 |
|
|
2023
Q3 | $232K | Buy |
2,959
+547
| +23% | +$42.8K | 0.1% | 89 |
|
|
2023
Q2 | $202K | Buy |
+2,412
| New | +$202K | 0.08% | 98 |
|
|
2021
Q3 | – | Sell |
-1,308
| Closed | -$217K | – | 106 |
|
|
2021
Q2 | $217K | Buy |
1,308
+7
| +0.5% | +$1.16K | 0.09% | 99 |
|
|
2021
Q1 | $210K | Sell |
1,301
-71
| -5% | -$11.5K | 0.09% | 92 |
|
|
2020
Q4 | $200K | Buy |
+1,372
| New | +$200K | 0.1% | 88 |
|
|
2019
Q2 | – | Sell |
-1,091
| Closed | -$1.89K | – | 126 |
|
|
2019
Q1 | $1.89K | Buy |
+1,091
| New | +$1.89K | 0.21% | 61 |
|
|
2018
Q4 | – | Sell |
-1,081
| Closed | -$190K | – | 169 |
|
|
2018
Q3 | $190K | Buy |
1,081
+5
| +0.5% | +$879 | 0.18% | 62 |
|
|
2018
Q2 | $177K | Buy |
+1,076
| New | +$177K | 0.17% | 64 |
|
|
2018
Q1 | – | Sell |
-1,069
| Closed | -$210K | – | 59 |
|
|
2017
Q4 | $210K | Buy |
+1,069
| New | +$210K | 0.2% | 59 |
|