Apriem Advisors’s 3M MMM Stock Holding History

Apriem Advisors’s Portfolio MMM Stock Details MMM Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$3.85M	Hold	25,295	–	–	0.41%	44
2025 Q1	$3.71M	Buy	25,295 +120	+0.5%	+$17.6K	0.44%	45
2024 Q4	$3.25M	Buy	+25,175	New	+$3.25M	0.37%	46
2023 Q3	–	Sell	-34,013	Closed	-$3.4M	–	146
2023 Q2	$3.4M	Sell	34,013 -10,794	-24%	-$1.08M	0.51%	38
2023 Q1	$4.71M	Sell	44,807 -17,760	-28%	-$1.87M	0.75%	32
2022 Q4	$7.5M	Sell	62,567 -4,306	-6%	-$516K	1.3%	24
2022 Q3	$7.39M	Sell	66,873 -7,982	-11%	-$882K	1.33%	26
2022 Q2	$9.69M	Sell	74,855 -1,683	-2%	-$218K	1.67%	21
2022 Q1	$11.4M	Sell	76,538 -2,224	-3%	-$331K	1.67%	20
2021 Q4	$14M	Sell	78,762 -1,675	-2%	-$298K	1.98%	17
2021 Q3	$14.1M	Buy	80,437 +12,117	+18%	+$2.13M	2.02%	19
2021 Q2	$13.6M	Sell	68,320 -573	-0.8%	-$114K	2.02%	19
2021 Q1	$13.3M	Buy	68,893 +6,117	+10%	+$1.18M	2.06%	20
2020 Q4	$11M	Sell	62,776 -8,971	-13%	-$1.57M	1.96%	18
2020 Q3	$11.5M	Sell	71,747 -1,026	-1%	-$164K	2.11%	19
2020 Q2	$11.4M	Sell	72,773 -693	-0.9%	-$108K	2.33%	17
2020 Q1	$10M	Sell	73,466 -453	-0.6%	-$61.8K	2.43%	14
2019 Q4	$13M	Buy	73,919 +15,036	+26%	+$2.65M	2.5%	8
2019 Q3	$9.68M	Buy	58,883 +55,031	+1,429%	+$9.05M	2.15%	11
2019 Q2	$668K	Buy	+3,852	New	+$668K	0.21%	66
2018 Q3	–	Sell	-527	Closed	-$104K	–	277
2018 Q2	$104K	Buy	+527	New	+$104K	0.02%	170
2017 Q2	–	Sell	-48	Closed	-$9K	–	380
2017 Q1	$9K	Hold	48	–	–	﹤0.01%	427
2016 Q4	$9K	Buy	+48	New	+$9K	﹤0.01%	450
2016 Q2	–	Sell	-81	Closed	-$13K	–	624
2016 Q1	$13K	Buy	+81	New	+$13K	0.01%	346
2014 Q3	–	Sell	-2,600	Closed	-$372K	–	553
2014 Q2	$372K	Hold	2,600	–	–	0.14%	88
2014 Q1	$353K	Sell	2,600 -100	-4%	-$13.6K	0.13%	92
2013 Q4	$379K	Hold	2,700	–	–	0.15%	83
2013 Q3	$322K	Buy	2,700 +2,600	+2,600%	+$310K	0.14%	84
2013 Q2	$11K	Buy	+100	New	+$11K	0.01%	321