AE Wealth 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 | $8.47M | Sell |
55,657
-8,901
| -14% | -$1.36M | 0.06% | 277 |
|
|
2025
Q1 | $9.48M | Buy |
64,558
+38,796
| +151% | +$5.7M | 0.08% | 245 |
|
|
2024
Q4 | $3.33M | Buy |
25,762
+1,562
| +6% | +$202K | 0.03% | 424 |
|
|
2024
Q3 | $3.31M | Sell |
24,200
-122
| -0.5% | -$16.7K | 0.03% | 418 |
|
|
2024
Q2 | $2.49M | Sell |
24,322
-2,895
| -11% | -$296K | 0.02% | 470 |
|
|
2024
Q1 | $2.41M | Sell |
27,217
-121,009
| -82% | -$10.7M | 0.03% | 455 |
|
|
2023
Q4 | $11.9M | Buy |
148,226
+17,122
| +13% | +$1.37M | 0.06% | 358 |
|
|
2023
Q3 | $10.3M | Buy |
131,104
+11,880
| +10% | +$930K | 0.06% | 370 |
|
|
2023
Q2 | $9.98M | Buy |
119,224
+42,825
| +56% | +$3.58M | 0.06% | 372 |
|
|
2023
Q1 | $6.71M | Buy |
76,399
+10,461
| +16% | +$919K | 0.04% | 440 |
|
|
2022
Q4 | $6.61M | Buy |
65,938
+913
| +1% | +$91.5K | 0.05% | 411 |
|
|
2022
Q3 | $6.01M | Buy |
65,025
+9,080
| +16% | +$839K | 0.05% | 385 |
|
|
2022
Q2 | $6.05M | Buy |
55,945
+7,738
| +16% | +$837K | 0.05% | 381 |
|
|
2022
Q1 | $6M | Buy |
48,207
+3,619
| +8% | +$451K | 0.04% | 388 |
|
|
2021
Q4 | $6.62M | Buy |
44,588
+1,606
| +4% | +$239K | 0.05% | 365 |
|
|
2021
Q3 | $6.3M | Buy |
42,982
+1,395
| +3% | +$205K | 0.05% | 327 |
|
|
2021
Q2 | $6.91M | Sell |
41,587
-7,752
| -16% | -$1.29M | 0.06% | 291 |
|
|
2021
Q1 | $7.95M | Buy |
49,339
+10,702
| +28% | +$1.72M | 0.08% | 241 |
|
|
2020
Q4 | $5.65M | Sell |
38,637
-10,287
| -21% | -$1.5M | 0.06% | 257 |
|
|
2020
Q3 | $6.55M | Buy |
48,924
+3,677
| +8% | +$492K | 0.09% | 194 |
|
|
2020
Q2 | $5.9M | Buy |
45,247
+7,041
| +18% | +$918K | 0.09% | 201 |
|
|
2020
Q1 | $4.36M | Buy |
38,206
+10,039
| +36% | +$1.15M | 0.1% | 182 |
|
|
2019
Q4 | $4.16M | Buy |
28,167
+1,833
| +7% | +$270K | 0.09% | 205 |
|
|
2019
Q3 | $3.62M | Sell |
26,334
-10,773
| -29% | -$1.48M | 0.1% | 178 |
|
|
2019
Q2 | $5.38M | Buy |
37,107
+18,549
| +100% | +$2.69M | 0.16% | 114 |
|
|
2019
Q1 | $3.22M | Buy |
18,558
+891
| +5% | +$155K | 0.22% | 91 |
|
|
2018
Q4 | $2.82M | Sell |
17,667
-501
| -3% | -$79.8K | 0.48% | 53 |
|
|
2018
Q3 | $3.2M | Buy |
18,168
+4,619
| +34% | +$814K | 0.18% | 101 |
|
|
2018
Q2 | $2.23M | Buy |
13,549
+127
| +0.9% | +$20.9K | 0.15% | 94 |
|
|
2018
Q1 | $2.46M | Buy |
13,422
+5,177
| +63% | +$950K | 0.19% | 77 |
|
|
2017
Q4 | $1.62M | Buy |
8,245
+2,661
| +48% | +$524K | 0.14% | 106 |
|
|
2017
Q3 | $980K | Buy |
5,584
+1,637
| +41% | +$287K | 0.09% | 147 |
|
|
2017
Q2 | $687K | Buy |
3,947
+422
| +12% | +$73.5K | 0.08% | 194 |
|
|
2017
Q1 | $564K | Buy |
3,525
+1,001
| +40% | +$160K | 0.1% | 157 |
|
|
2016
Q4 | $377K | Buy |
+2,524
| New | +$377K | 0.15% | 137 |
|