Altavista Wealth Management’s 3M MMM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | $12.4M | Buy |
83,170
+239
| +0.3% | +$35.5K | 2.49% | 7 |
|
2021
Q3 | $12.2M | Sell |
82,931
-306
| -0.4% | -$44.9K | 2.7% | 7 |
|
2021
Q2 | $13.8M | Buy |
83,237
+79,960
| +2,440% | +$13.3M | 3.01% | 5 |
|
2021
Q1 | $528K | Hold |
3,277
| – | – | 0.13% | 111 |
|
2020
Q4 | $479K | Hold |
3,277
| – | – | 0.12% | 112 |
|
2020
Q3 | $439K | Sell |
3,277
-79
| -2% | -$10.6K | 0.12% | 108 |
|
2020
Q2 | $438K | Hold |
3,356
| – | – | 0.13% | 107 |
|
2020
Q1 | $383K | Buy |
3,356
+432
| +15% | +$49.3K | 0.13% | 106 |
|
2019
Q4 | $431K | Hold |
2,924
| – | – | 0.13% | 110 |
|
2019
Q3 | $402K | Sell |
2,924
-299
| -9% | -$41.1K | 0.13% | 114 |
|
2019
Q2 | $467K | Hold |
3,223
| – | – | 0.15% | 99 |
|
2019
Q1 | $560K | Sell |
3,223
-31
| -1% | -$5.39K | 0.2% | 94 |
|
2018
Q4 | $518K | Sell |
3,254
-30
| -0.9% | -$4.78K | 0.21% | 92 |
|
2018
Q3 | $579K | Sell |
3,284
-18
| -0.5% | -$3.17K | 0.22% | 89 |
|
2018
Q2 | $543K | Sell |
3,302
-41
| -1% | -$6.74K | 0.22% | 89 |
|
2018
Q1 | $614K | Sell |
3,343
-36
| -1% | -$6.61K | 0.26% | 83 |
|
2017
Q4 | $665K | Buy |
3,379
+1,745
| +107% | +$343K | 0.28% | 81 |
|
2017
Q3 | $287K | Sell |
1,634
-5
| -0.3% | -$878 | 0.14% | 112 |
|
2017
Q2 | $285K | Sell |
1,639
-160
| -9% | -$27.8K | 0.14% | 108 |
|
2017
Q1 | $288K | Sell |
1,799
-137
| -7% | -$21.9K | 0.14% | 108 |
|
2016
Q4 | $289K | Hold |
1,936
| – | – | 0.16% | 107 |
|
2016
Q3 | $285K | Buy |
1,936
+40
| +2% | +$5.89K | 0.16% | 105 |
|
2016
Q2 | $278K | Sell |
1,896
-16
| -0.8% | -$2.35K | 0.15% | 107 |
|
2016
Q1 | $266K | Sell |
1,912
-115
| -6% | -$16K | 0.15% | 106 |
|
2015
Q4 | $255K | Sell |
2,027
-176
| -8% | -$22.1K | 0.15% | 106 |
|
2015
Q3 | $261K | Buy |
2,203
+152
| +7% | +$18K | 0.17% | 99 |
|
2015
Q2 | $265K | Buy |
+2,051
| New | +$265K | 0.16% | 97 |
|
2015
Q1 | – | Sell |
-1,542
| Closed | -$211K | – | 111 |
|
2014
Q4 | $211K | Sell |
1,542
-239
| -13% | -$32.7K | 0.13% | 109 |
|
2014
Q3 | $211K | Sell |
1,781
-270
| -13% | -$32K | 0.14% | 108 |
|
2014
Q2 | $246K | Hold |
2,051
| – | – | 0.15% | 103 |
|
2014
Q1 | $233K | Sell |
2,051
-153
| -7% | -$17.4K | 0.14% | 108 |
|
2013
Q4 | $283K | Sell |
2,204
-1,133
| -34% | -$145K | 0.17% | 100 |
|
2013
Q3 | $333K | Sell |
3,337
-634
| -16% | -$63.3K | 0.22% | 90 |
|
2013
Q2 | $363K | Buy |
+3,971
| New | +$363K | 0.24% | 82 |
|