Abbot Financial Management’s 3M MMM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $712K | Sell |
4,674
-100
| -2% | -$15.2K | 0.33% | 85 |
|
2025
Q1 | $701K | Hold |
4,774
| – | – | 0.36% | 78 |
|
2024
Q4 | $616K | Sell |
4,774
-28
| -0.6% | -$3.62K | 0.31% | 84 |
|
2024
Q3 | $656K | Hold |
4,802
| – | – | 0.33% | 84 |
|
2024
Q2 | $491K | Buy |
+4,802
| New | +$491K | 0.26% | 98 |
|
2024
Q1 | – | Sell |
-6,861
| Closed | -$627K | – | 126 |
|
2023
Q4 | $627K | Sell |
6,861
-659
| -9% | -$60.2K | 0.38% | 74 |
|
2023
Q3 | $589K | Sell |
7,520
-1,535
| -17% | -$120K | 0.4% | 70 |
|
2023
Q2 | $758K | Sell |
9,055
-596
| -6% | -$49.9K | 0.49% | 63 |
|
2023
Q1 | $848K | Sell |
9,651
-289
| -3% | -$25.4K | 0.57% | 54 |
|
2022
Q4 | $997K | Sell |
9,940
-598
| -6% | -$60K | 0.68% | 48 |
|
2022
Q3 | $974K | Sell |
10,538
-1,983
| -16% | -$183K | 0.69% | 45 |
|
2022
Q2 | $1.36M | Hold |
12,521
| – | – | 0.82% | 39 |
|
2022
Q1 | $1.56M | Sell |
12,521
-359
| -3% | -$44.7K | 0.76% | 40 |
|
2021
Q4 | $1.91M | Sell |
12,880
-824
| -6% | -$122K | 0.85% | 37 |
|
2021
Q3 | $2.01M | Sell |
13,704
-359
| -3% | -$52.7K | 0.91% | 33 |
|
2021
Q2 | $2.34M | Sell |
14,063
-70
| -0.5% | -$11.6K | 1.02% | 33 |
|
2021
Q1 | $2.28M | Buy |
14,133
+180
| +1% | +$29K | 1.03% | 29 |
|
2020
Q4 | $2.04M | Sell |
13,953
-358
| -3% | -$52.3K | 1.17% | 30 |
|
2020
Q3 | $1.92M | Sell |
14,311
-60
| -0.4% | -$8.04K | 1.24% | 31 |
|
2020
Q2 | $1.87M | Sell |
14,371
-1,310
| -8% | -$171K | 1.29% | 29 |
|
2020
Q1 | $1.79M | Sell |
15,681
-119
| -0.8% | -$13.6K | 1.46% | 25 |
|
2019
Q4 | $2.33M | Buy |
15,800
+503
| +3% | +$74.2K | 1.48% | 23 |
|
2019
Q3 | $2.1M | Sell |
15,297
-179
| -1% | -$24.6K | 1.5% | 24 |
|
2019
Q2 | $2.24M | Hold |
15,476
| – | – | 1.63% | 20 |
|
2019
Q1 | $2.69M | Buy |
15,476
+72
| +0.5% | +$12.5K | 2.09% | 13 |
|
2018
Q4 | $2.45M | Sell |
15,404
-150
| -1% | -$23.9K | 2.16% | 12 |
|
2018
Q3 | $2.74M | Hold |
15,554
| – | – | 2.04% | 11 |
|
2018
Q2 | $2.56M | Sell |
15,554
-60
| -0.4% | -$9.87K | 2.04% | 11 |
|
2018
Q1 | $2.87M | Sell |
15,614
-60
| -0.4% | -$11K | 2.3% | 10 |
|
2017
Q4 | $3.09M | Sell |
15,674
-29
| -0.2% | -$5.71K | 2.46% | 9 |
|
2017
Q3 | $3.08M | Buy |
15,703
+926
| +6% | +$182K | 2.57% | 7 |
|
2017
Q2 | $2.57M | Buy |
+14,777
| New | +$2.57M | 2.31% | 8 |
|