BFG
Beacon Financial Group’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $234K | Buy |
1,539
+41
| +3% | +$6.24K | 0.02% | 313 |
|
|
2025
Q1 | $220K | Buy |
+1,498
| New | +$220K | 0.02% | 317 |
|
|
2023
Q1 | – | Sell |
-4,585
| Closed | -$551K | – | 227 |
|
|
2022
Q4 | $551K | Sell |
4,585
-51
| -1% | -$6.13K | 0.08% | 172 |
|
|
2022
Q3 | $521K | Hold |
4,636
| – | – | 0.08% | 173 |
|
|
2022
Q2 | $618K | Sell |
4,636
-5
| -0.1% | -$667 | 0.09% | 173 |
|
|
2022
Q1 | $697K | Buy |
4,641
+2,962
| +176% | +$445K | 0.09% | 166 |
|
|
2021
Q4 | $298K | Buy |
1,679
+50
| +3% | +$8.87K | 0.04% | 219 |
|
|
2021
Q3 | $295K | Hold |
1,629
| – | – | 0.04% | 220 |
|
|
2021
Q2 | $327K | Sell |
1,629
-263
| -14% | -$52.8K | 0.05% | 202 |
|
|
2021
Q1 | $315K | Hold |
1,892
| – | – | 0.05% | 194 |
|
|
2020
Q4 | $315K | Sell |
1,892
-300
| -14% | -$49.9K | 0.05% | 199 |
|
|
2020
Q3 | $351K | Buy |
2,192
+200
| +10% | +$32K | 0.06% | 171 |
|
|
2020
Q2 | $310K | Hold |
1,992
| – | – | 0.06% | 174 |
|
|
2020
Q1 | $274K | Sell |
1,992
-246
| -11% | -$33.8K | 0.06% | 157 |
|
|
2019
Q4 | $395K | Buy |
2,238
+200
| +10% | +$35.3K | 0.05% | 164 |
|
|
2019
Q3 | $335K | Buy |
+2,038
| New | +$335K | 0.06% | 163 |
|
|
2014
Q3 | – | Sell |
-2,179
| Closed | -$313K | – | 196 |
|
|
2014
Q2 | $313K | Sell |
2,179
-224
| -9% | -$32.2K | 0.07% | 142 |
|
|
2014
Q1 | $322K | Sell |
2,403
-67
| -3% | -$8.98K | 0.07% | 145 |
|
|
2013
Q4 | $344K | Sell |
2,470
-841
| -25% | -$117K | 0.07% | 151 |
|
|
2013
Q3 | $398K | Buy |
+3,311
| New | +$398K | 0.09% | 135 |
|