Beacon Financial Advisory’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-7,340
| Closed | -$947K | – | 333 |
|
|
2024
Q4 | $947K | Sell |
7,340
-341
| -4% | -$44K | 0.31% | 89 |
|
|
2024
Q3 | $1.05M | Sell |
7,681
-216
| -3% | -$29.5K | 0.36% | 78 |
|
|
2024
Q2 | $807K | Buy |
+7,897
| New | +$807K | 0.3% | 95 |
|
|
2024
Q1 | – | Sell |
-4,584
| Closed | -$419K | – | 269 |
|
|
2023
Q4 | $419K | Sell |
4,584
-827
| -15% | -$75.6K | 0.2% | 140 |
|
|
2023
Q3 | $424K | Buy |
5,411
+248
| +5% | +$19.4K | 0.23% | 132 |
|
|
2023
Q2 | $432K | Buy |
5,163
+6
| +0.1% | +$502 | 0.25% | 129 |
|
|
2023
Q1 | $453K | Buy |
5,157
+488
| +10% | +$42.9K | 0.29% | 120 |
|
|
2022
Q4 | $468K | Buy |
4,669
+98
| +2% | +$9.83K | 0.34% | 104 |
|
|
2022
Q3 | $422K | Sell |
4,571
-390
| -8% | -$36K | 0.3% | 110 |
|
|
2022
Q2 | $537K | Buy |
4,961
+252
| +5% | +$27.3K | 0.31% | 112 |
|
|
2022
Q1 | $586K | Buy |
4,709
+287
| +6% | +$35.7K | 0.28% | 111 |
|
|
2021
Q4 | $657K | Buy |
4,422
+15
| +0.3% | +$2.23K | 0.3% | 102 |
|
|
2021
Q3 | $646K | Buy |
4,407
+5
| +0.1% | +$733 | 0.34% | 95 |
|
|
2021
Q2 | $731K | Sell |
4,402
-299
| -6% | -$49.7K | 0.39% | 84 |
|
|
2021
Q1 | $757K | Buy |
4,701
+383
| +9% | +$61.7K | 0.43% | 81 |
|
|
2020
Q4 | $630K | Buy |
4,318
+96
| +2% | +$14K | 0.41% | 76 |
|
|
2020
Q3 | $565K | Buy |
+4,222
| New | +$565K | 0.49% | 63 |
|