Aptus Capital Advisors’s 3M MMM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.08M | Buy |
7,110
+668
| +10% | +$102K | 0.01% | 512 |
|
2025
Q1 | $946K | Sell |
6,442
-372
| -5% | -$54.6K | 0.01% | 516 |
|
2024
Q4 | $880K | Buy |
6,814
+948
| +16% | +$122K | 0.01% | 511 |
|
2024
Q3 | $802K | Buy |
5,866
+706
| +14% | +$96.5K | 0.01% | 448 |
|
2024
Q2 | $527K | Buy |
5,160
+3,391
| +192% | +$347K | 0.01% | 496 |
|
2024
Q1 | $157K | Sell |
1,769
-1,235
| -41% | -$110K | ﹤0.01% | 753 |
|
2023
Q4 | $275K | Sell |
3,004
-7,195
| -71% | -$658K | 0.01% | 478 |
|
2023
Q3 | $798K | Buy |
10,199
+2,579
| +34% | +$202K | 0.02% | 318 |
|
2023
Q2 | $638K | Buy |
7,620
+370
| +5% | +$31K | 0.02% | 290 |
|
2023
Q1 | $637K | Buy |
+7,250
| New | +$637K | 0.02% | 294 |
|
2020
Q1 | – | Sell |
-26,631
| Closed | -$3.93M | – | 452 |
|
2019
Q4 | $3.93M | Buy |
+26,631
| New | +$3.93M | 0.28% | 40 |
|