WR Wealth Planners’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $763K | Buy |
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|
2024
Q3 | $798K | Buy |
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|
2024
Q2 | $581K | Sell |
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|
2024
Q1 | $577K | Sell |
|
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|
2023
Q4 | $604K | Sell |
|
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|
2023
Q3 | $520K | Hold |
|
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|
2023
Q2 | $556K | Buy |
|
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|
2023
Q1 | $450K | Buy |
|
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|
2022
Q4 | $266K | Sell |
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|
2022
Q3 | $251K | Buy |
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|
2022
Q2 | $291K | Buy |
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|
2022
Q1 | $332K | Buy |
|