B. Riley Wealth 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 | $3.16M | Buy |
+20,763
| New | +$3.16M | 0.15% | 143 |
|
|
2024
Q4 | $4M | Sell |
31,012
-2,864
| -8% | -$370K | 0.13% | 166 |
|
|
2024
Q3 | $4.61M | Sell |
33,876
-1,759
| -5% | -$240K | 0.13% | 174 |
|
|
2024
Q2 | $3.64M | Sell |
35,635
-14,798
| -29% | -$1.51M | 0.09% | 206 |
|
|
2024
Q1 | $3.95M | Buy |
50,433
+5,227
| +12% | +$409K | 0.11% | 190 |
|
|
2023
Q4 | $4.13M | Sell |
45,206
-5,227
| -10% | -$478K | 0.11% | 197 |
|
|
2023
Q3 | $3.95M | Sell |
50,433
-1,780
| -3% | -$139K | 0.11% | 190 |
|
|
2023
Q2 | $4.37M | Sell |
52,213
-1,972
| -4% | -$165K | 0.1% | 208 |
|
|
2023
Q1 | $4.76M | Buy |
54,185
+9,077
| +20% | +$798K | 0.13% | 183 |
|
|
2022
Q4 | $4.52M | Sell |
45,108
-7,320
| -14% | -$734K | 0.13% | 180 |
|
|
2022
Q3 | $4.85M | Buy |
52,428
+25,260
| +93% | +$2.33M | 0.15% | 155 |
|
|
2022
Q2 | $2.94M | Buy |
27,168
+3,932
| +17% | +$426K | 0.12% | 169 |
|
|
2022
Q1 | $2.89M | Buy |
23,236
+6,236
| +37% | +$776K | 0.09% | 225 |
|
|
2021
Q4 | $2.53M | Buy |
17,000
+426
| +3% | +$63.3K | 0.07% | 293 |
|
|
2021
Q3 | $2.45M | Buy |
16,574
+284
| +2% | +$41.9K | 0.08% | 287 |
|
|
2021
Q2 | $2.7M | Buy |
16,290
+845
| +5% | +$140K | 0.09% | 268 |
|
|
2021
Q1 | $2.48M | Buy |
15,445
+8,316
| +117% | +$1.33M | 0.09% | 264 |
|
|
2020
Q4 | $1.04M | Sell |
7,129
-11
| -0.2% | -$1.61K | 0.06% | 316 |
|
|
2020
Q3 | $951K | Buy |
7,140
+386
| +6% | +$51.4K | 0.05% | 320 |
|
|
2020
Q2 | $882K | Buy |
6,754
+377
| +6% | +$49.2K | 0.06% | 301 |
|
|
2020
Q1 | $729K | Sell |
6,377
-6,176
| -49% | -$706K | 0.06% | 295 |
|
|
2019
Q4 | $1.85M | Buy |
12,553
+783
| +7% | +$115K | 0.16% | 146 |
|
|
2019
Q3 | $1.62M | Buy |
11,770
+3,689
| +46% | +$507K | 0.16% | 147 |
|
|
2019
Q2 | $1.18M | Buy |
8,081
+4,901
| +154% | +$717K | 0.13% | 175 |
|
|
2019
Q1 | $549K | Buy |
3,180
+160
| +5% | +$27.6K | 0.07% | 305 |
|
|
2018
Q4 | $482K | Sell |
3,020
-13
| -0.4% | -$2.08K | 0.07% | 308 |
|
|
2018
Q3 | $536K | Buy |
3,033
+420
| +16% | +$74.2K | 0.06% | 336 |
|
|
2018
Q2 | $431K | Sell |
2,613
-1,001
| -28% | -$165K | 0.06% | 364 |
|
|
2018
Q1 | $664K | Buy |
3,614
+274
| +8% | +$50.3K | 0.09% | 239 |
|
|
2017
Q4 | $660K | Buy |
3,340
+468
| +16% | +$92.5K | 0.09% | 250 |
|
|
2017
Q3 | $505K | Buy |
2,872
+960
| +50% | +$169K | 0.08% | 258 |
|
|
2017
Q2 | $333K | Buy |
1,912
+64
| +3% | +$11.1K | 0.06% | 336 |
|
|
2017
Q1 | $296K | Sell |
1,848
-1,611
| -47% | -$258K | 0.06% | 347 |
|
|
2016
Q4 | $517K | Buy |
3,459
+103
| +3% | +$15.4K | 0.11% | 221 |
|
|
2016
Q3 | $495K | Sell |
3,356
-80
| -2% | -$11.8K | 0.1% | 265 |
|
|
2016
Q2 | $504K | Sell |
3,436
-879
| -20% | -$129K | 0.1% | 247 |
|
|
2016
Q1 | $601K | Buy |
4,315
+622
| +17% | +$86.6K | 0.14% | 185 |
|
|
2015
Q4 | $466K | Buy |
3,693
+394
| +12% | +$49.7K | 0.09% | 266 |
|
|
2015
Q3 | $392K | Buy |
3,299
+1,509
| +84% | +$179K | 0.09% | 276 |
|
|
2015
Q2 | $232K | Sell |
1,790
-1,493
| -45% | -$194K | 0.06% | 405 |
|
|
2015
Q1 | $453K | Sell |
3,283
-1,727
| -34% | -$238K | 0.11% | 248 |
|
|
2014
Q4 | $4.72K | Buy |
5,010
+3,241
| +183% | +$3.05K | 0.1% | 263 |
|
|
2014
Q3 | $210K | Sell |
1,769
-3,414
| -66% | -$405K | 0.05% | 496 |
|
|
2014
Q2 | $402K | Buy |
5,183
+3,310
| +177% | +$257K | 0.09% | 234 |
|
|
2014
Q1 | $212K | Sell |
1,873
-157
| -8% | -$17.8K | 0.06% | 370 |
|
|
2013
Q4 | $238K | Sell |
2,030
-239
| -11% | -$28K | 0.08% | 297 |
|
|
2013
Q3 | $227K | Buy |
2,269
+359
| +19% | +$35.9K | 0.08% | 297 |
|
|
2013
Q2 | $175K | Buy |
+1,910
| New | +$175K | 0.06% | 386 |
|