Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$414K Sell
2,670
-200
-7% -$30.8K 0.05% 158
2025
Q2
$437K Sell
2,870
-250
-8% -$35.7K 0.05% 152
2025
Q1
$458K Hold
3,120
0.06% 153
2024
Q4
$403K Sell
3,120
-375
-11% -$49.2K 0.05% 157
2024
Q3
$478K Buy
+3,495
New +$428K 0.06% 145
2024
Q1
Sell
-2,568
Closed -$235K 235
2023
Q4
$235K Sell
2,568
-412
-14% -$33.1K 0.03% 208
2023
Q3
$233K Sell
2,980
-180
-6% -$15.5K 0.03% 199
2023
Q2
$265K Sell
3,160
-257
-8% -$21.8K 0.02% 266
2023
Q1
$300K Sell
3,417
-155
-4% -$14.6K 0.02% 258
2022
Q4
$358K Sell
3,572
-569
-14% -$58K 0.03% 234
2022
Q3
$383K Buy
4,141
+299
+8% +$32.8K 0.04% 215
2022
Q2
$416K Hold
3,842
0.04% 208
2022
Q1
$478K Sell
3,842
-142
-4% -$18.9K 0.04% 196
2021
Q4
$592K Buy
3,984
+6
+0.2% +$894 0.05% 177
2021
Q3
$584K Sell
3,978
-593
-13% -$96.1K 0.05% 172
2021
Q2
$759K Buy
4,571
+5
+0.1% +$834 0.07% 162
2021
Q1
$736K Buy
4,566
+6
+0.1% +$898 0.07% 156
2020
Q4
$667K Buy
+4,560
New +$647K 0.07% 162

Other funds holding MMM