WR Wealth Planners’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $763K | Buy |
5,912
+72
| +1% | +$9.29K | 0.25% | 60 |
|
|
2024
Q3 | $798K | Buy |
5,840
+150
| +3% | +$20.5K | 0.22% | 72 |
|
|
2024
Q2 | $581K | Sell |
5,690
-816
| -13% | -$83.4K | 0.18% | 87 |
|
|
2024
Q1 | $577K | Sell |
6,506
-105
| -2% | -$9.31K | 0.18% | 81 |
|
|
2023
Q4 | $604K | Sell |
6,611
-38
| -0.6% | -$3.47K | 0.22% | 82 |
|
|
2023
Q3 | $520K | Hold |
6,649
| – | – | 0.2% | 83 |
|
|
2023
Q2 | $556K | Buy |
6,649
+1,527
| +30% | +$128K | 0.22% | 71 |
|
|
2023
Q1 | $450K | Buy |
5,122
+2,470
| +93% | +$217K | 0.19% | 85 |
|
|
2022
Q4 | $266K | Sell |
2,652
-65
| -2% | -$6.52K | 0.16% | 93 |
|
|
2022
Q3 | $251K | Buy |
2,717
+32
| +1% | +$2.96K | 0.18% | 90 |
|
|
2022
Q2 | $291K | Buy |
2,685
+22
| +0.8% | +$2.38K | 0.19% | 89 |
|
|
2022
Q1 | $332K | Buy |
+2,663
| New | +$332K | 0.2% | 87 |
|