Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.11M Buy
7,668
+42
+0.6% +$6.69K 0.15% 95
2025
Q4
$1.22M Sell
7,626
-443
-5% -$72.4K 0.18% 84
2025
Q3
$1.25M Sell
8,069
-20
-0.2% -$3.08K 0.23% 79
2025
Q2
$1.23M Buy
8,089
+4,551
+129% +$650K 0.27% 68
2025
Q1
$520K Sell
3,538
-104
-3% -$15.3K 0.13% 121
2024
Q4
$470K Sell
3,642
-1,303
-26% -$171K 0.12% 130
2024
Q3
$676K Sell
4,945
-96
-2% -$11.8K 0.17% 116
2024
Q2
$515K Sell
5,041
-950
-16% -$92.6K 0.15% 131
2024
Q1
$531K Sell
5,991
-27
-0.4% -$2.24K 0.16% 113
2023
Q4
$550K Buy
6,018
+135
+2% +$10.8K 0.18% 106
2023
Q3
$460K Sell
5,883
-30
-0.5% -$2.58K 0.17% 109
2023
Q2
$495K Buy
5,913
+4
+0.1% +$340 0.23% 88
2023
Q1
$519K Buy
5,909
+94
+2% +$8.87K 0.21% 99
2022
Q4
$583K Sell
5,815
-10
-0.2% -$1.02K 0.24% 84
2022
Q3
$538K Sell
5,825
-1
-0% -$110 0.25% 75
2022
Q2
$630K Buy
5,826
+10
+0.2% +$1.21K 0.29% 68
2022
Q1
$724K Buy
5,816
+9
+0.2% +$1.2K 0.31% 64
2021
Q4
$862K Buy
5,807
+37
+0.6% +$5.51K 0.34% 53
2021
Q3
$846K Sell
5,770
-51
-0.9% -$8.26K 0.39% 48
2021
Q2
$967K Sell
5,821
-139
-2% -$23.2K 0.44% 41
2021
Q1
$960K Sell
5,960
-379
-6% -$56.7K 0.7% 25
2020
Q4
$926K Buy
+6,339
New +$900K 0.5% 36

Other funds holding MMM