Bartlett & Co Wealth Management’s 3M MMM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.63M | Sell |
17,272
-42
| -0.2% | -$6.39K | 0.04% | 171 |
|
2025
Q1 | $2.54M | Buy |
17,314
+430
| +3% | +$63.2K | 0.04% | 172 |
|
2024
Q4 | $2.18M | Sell |
16,884
-404
| -2% | -$52.2K | 0.03% | 190 |
|
2024
Q3 | $2.36M | Sell |
17,288
-1,557
| -8% | -$213K | 0.03% | 186 |
|
2024
Q2 | $1.93M | Sell |
18,845
-5,863
| -24% | -$599K | 0.03% | 200 |
|
2024
Q1 | $2.19M | Sell |
24,708
-6,136
| -20% | -$544K | 0.03% | 190 |
|
2023
Q4 | $2.83M | Sell |
30,844
-1,082
| -3% | -$99.2K | 0.05% | 173 |
|
2023
Q3 | $2.5M | Sell |
31,926
-1,413
| -4% | -$111K | 0.04% | 178 |
|
2023
Q2 | $2.79M | Sell |
33,339
-9,914
| -23% | -$830K | 0.05% | 165 |
|
2023
Q1 | $3.8M | Sell |
43,253
-3,744
| -8% | -$329K | 0.07% | 140 |
|
2022
Q4 | $4.71M | Sell |
46,997
-81
| -0.2% | -$8.12K | 0.09% | 133 |
|
2022
Q3 | $4.35M | Sell |
47,078
-244
| -0.5% | -$22.5K | 0.09% | 133 |
|
2022
Q2 | $5.12M | Sell |
47,322
-1,806
| -4% | -$195K | 0.1% | 127 |
|
2022
Q1 | $6.12M | Sell |
49,128
-2,228
| -4% | -$277K | 0.11% | 122 |
|
2021
Q4 | $7.63M | Buy |
51,356
+2,086
| +4% | +$310K | 0.13% | 112 |
|
2021
Q3 | $7.23M | Sell |
49,270
-828
| -2% | -$121K | 0.14% | 108 |
|
2021
Q2 | $8.32M | Sell |
50,098
-298
| -0.6% | -$49.5K | 0.16% | 103 |
|
2021
Q1 | $8.12M | Sell |
50,396
-3,960
| -7% | -$638K | 0.16% | 103 |
|
2020
Q4 | $7.94M | Sell |
54,356
-5,585
| -9% | -$816K | 0.17% | 103 |
|
2020
Q3 | $8.03M | Sell |
59,941
-6,630
| -10% | -$888K | 0.19% | 97 |
|
2020
Q2 | $8.68M | Sell |
66,571
-7,030
| -10% | -$917K | 0.23% | 93 |
|
2020
Q1 | $8.4M | Sell |
73,601
-7,204
| -9% | -$822K | 0.26% | 86 |
|
2019
Q4 | $11.9M | Sell |
80,805
-3,806
| -4% | -$561K | 0.29% | 85 |
|
2019
Q3 | $11.6M | Buy |
84,611
+66,230
| +360% | +$9.1M | 0.31% | 85 |
|
2019
Q2 | $2.66M | Sell |
18,381
-2,608
| -12% | -$378K | 0.1% | 114 |
|
2019
Q1 | $3.65M | Buy |
20,989
+96
| +0.5% | +$16.7K | 0.14% | 102 |
|
2018
Q4 | $3.33M | Sell |
20,893
-362
| -2% | -$57.7K | 0.14% | 103 |
|
2018
Q3 | $3.74M | Sell |
21,255
-589
| -3% | -$104K | 0.14% | 99 |
|
2018
Q2 | $3.59M | Buy |
21,844
+1,017
| +5% | +$167K | 0.15% | 97 |
|
2018
Q1 | $3.82M | Buy |
+20,827
| New | +$3.82M | 0.16% | 90 |
|