APP
Avantax Planning Partners’s 3M MMM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.32M | Sell |
8,663
-357
| -4% | -$54.4K | 0.04% | 170 |
|
2025
Q1 | $1.32M | Buy |
9,020
+391
| +5% | +$57.4K | 0.05% | 160 |
|
2024
Q4 | $1.11M | Sell |
8,629
-682
| -7% | -$88K | 0.04% | 177 |
|
2024
Q3 | $1.27M | Sell |
9,311
-28,534
| -75% | -$3.9M | 0.05% | 159 |
|
2024
Q2 | $3.87M | Sell |
37,845
-971
| -3% | -$99.2K | 0.12% | 96 |
|
2024
Q1 | $4.12M | Buy |
38,816
+2,802
| +8% | +$297K | 0.13% | 96 |
|
2023
Q4 | $3.94M | Sell |
36,014
-1,329
| -4% | -$145K | 0.15% | 75 |
|
2023
Q3 | $3.5M | Sell |
37,343
-6,154
| -14% | -$576K | 0.15% | 76 |
|
2023
Q2 | $4.35M | Buy |
43,497
+4,603
| +12% | +$461K | 0.17% | 67 |
|
2023
Q1 | $4.09M | Buy |
38,894
+1,057
| +3% | +$111K | 0.17% | 67 |
|
2022
Q4 | $4.54M | Buy |
37,837
+633
| +2% | +$75.9K | 0.18% | 66 |
|
2022
Q3 | $4.11M | Buy |
37,204
+2,320
| +7% | +$256K | 0.19% | 64 |
|
2022
Q2 | $4.51M | Buy |
34,884
+4,864
| +16% | +$629K | 0.19% | 63 |
|
2022
Q1 | $4.47M | Buy |
30,020
+9,380
| +45% | +$1.4M | 0.18% | 62 |
|
2021
Q4 | $3.67M | Buy |
20,640
+871
| +4% | +$155K | 0.15% | 67 |
|
2021
Q3 | $3.47M | Buy |
19,769
+2,630
| +15% | +$461K | 0.16% | 56 |
|
2021
Q2 | $3.4M | Buy |
17,139
+1,522
| +10% | +$302K | 0.16% | 56 |
|
2021
Q1 | $3.01M | Sell |
15,617
-3,749
| -19% | -$722K | 0.16% | 57 |
|
2020
Q4 | $3.39M | Sell |
19,366
-1,055
| -5% | -$184K | 0.17% | 42 |
|
2020
Q3 | $3.27M | Sell |
20,421
-1,372
| -6% | -$220K | 0.17% | 51 |
|
2020
Q2 | $3.4M | Buy |
21,793
+5,064
| +30% | +$790K | 0.19% | 47 |
|
2020
Q1 | $2.28M | Sell |
16,729
-1,853
| -10% | -$253K | 0.16% | 49 |
|
2019
Q4 | $3.28M | Sell |
18,582
-768
| -4% | -$135K | 0.19% | 45 |
|
2019
Q3 | $3.18M | Buy |
19,350
+2,965
| +18% | +$487K | 0.2% | 45 |
|
2019
Q2 | $2.77M | Sell |
16,385
-2,037
| -11% | -$345K | 0.18% | 50 |
|
2019
Q1 | $3.83M | Buy |
18,422
+4,716
| +34% | +$980K | 0.27% | 33 |
|
2018
Q4 | $2.61M | Sell |
13,706
-273
| -2% | -$52K | 0.2% | 52 |
|
2018
Q3 | $2.95M | Buy |
13,979
+623
| +5% | +$131K | 0.24% | 34 |
|
2018
Q2 | $2.63M | Buy |
13,356
+68
| +0.5% | +$13.4K | 0.23% | 38 |
|
2018
Q1 | $2.92M | Buy |
13,288
+410
| +3% | +$90K | 0.25% | 31 |
|
2017
Q4 | $3.03M | Sell |
12,878
-1,776
| -12% | -$418K | 0.28% | 27 |
|
2017
Q3 | $3.08M | Buy |
14,654
+542
| +4% | +$114K | 0.24% | 36 |
|
2017
Q2 | $2.94M | Buy |
14,112
+687
| +5% | +$143K | 0.25% | 38 |
|
2017
Q1 | $2.57M | Buy |
13,425
+2,235
| +20% | +$428K | 0.23% | 39 |
|
2016
Q4 | $2M | Buy |
+11,190
| New | +$2M | 0.21% | 44 |
|