Beacon Investment Advisory Services’s 3M MMM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$441K Buy
2,900
+1,090
+60% +$166K 0.02% 176
2025
Q1
$266K Sell
1,810
-519
-22% -$76.2K 0.01% 210
2024
Q4
$301K Sell
2,329
-163
-7% -$21K 0.01% 208
2024
Q3
$341K Sell
2,492
-1
-0% -$137 0.01% 210
2024
Q2
$255K Sell
2,493
-644
-21% -$65.8K 0.01% 233
2024
Q1
$278K Sell
3,137
-584
-16% -$51.8K 0.01% 229
2023
Q4
$340K Buy
3,721
+12
+0.3% +$1.1K 0.02% 215
2023
Q3
$290K Sell
3,709
-532
-13% -$41.6K 0.01% 237
2023
Q2
$355K Sell
4,241
-1,635
-28% -$137K 0.02% 222
2023
Q1
$516K Sell
5,876
-1,631
-22% -$143K 0.03% 182
2022
Q4
$753K Sell
7,507
-1,280
-15% -$128K 0.04% 161
2022
Q3
$812K Sell
8,787
-10,753
-55% -$994K 0.04% 154
2022
Q2
$2.11M Sell
19,540
-5,607
-22% -$607K 0.11% 123
2022
Q1
$3.13M Sell
25,147
-18,769
-43% -$2.34M 0.13% 115
2021
Q4
$6.52M Sell
43,916
-6,981
-14% -$1.04M 0.25% 82
2021
Q3
$7.47M Sell
50,897
-5,406
-10% -$793K 0.31% 74
2021
Q2
$9.35M Sell
56,303
-4,514
-7% -$750K 0.38% 65
2021
Q1
$9.8M Sell
60,817
-8,294
-12% -$1.34M 0.43% 61
2020
Q4
$10.1M Sell
69,111
-5,595
-7% -$818K 0.47% 59
2020
Q3
$10M Sell
74,706
-7,313
-9% -$979K 0.52% 57
2020
Q2
$10.7M Sell
82,019
-7,084
-8% -$924K 0.61% 52
2020
Q1
$10.2M Sell
89,103
-19,005
-18% -$2.17M 0.72% 45
2019
Q4
$15.9M Buy
108,108
+95,054
+728% +$14M 0.85% 37
2019
Q3
$1.79M Buy
13,054
+2,483
+23% +$341K 0.18% 93
2019
Q2
$1.53M Sell
10,571
-3,002
-22% -$435K 0.16% 96
2019
Q1
$2.36M Sell
13,573
-897
-6% -$156K 0.25% 84
2018
Q4
$2.31M Sell
14,470
-610
-4% -$97.2K 0.25% 85
2018
Q3
$2.66M Sell
15,080
-222
-1% -$39.1K 0.26% 84
2018
Q2
$2.52M Sell
15,302
-943
-6% -$155K 0.25% 87
2018
Q1
$2.98M Buy
16,245
+361
+2% +$66.3K 0.31% 83
2017
Q4
$3.13M Sell
15,884
-2,451
-13% -$482K 0.33% 81
2017
Q3
$3.22M Buy
18,335
+15,825
+630% +$2.78M 0.28% 92
2017
Q2
$437K Sell
2,510
-563
-18% -$98K 0.08% 50
2017
Q1
$492K Hold
3,073
0.09% 36
2016
Q4
$459K Sell
3,073
-83
-3% -$12.4K 0.09% 33
2016
Q3
$465K Sell
3,156
-105
-3% -$15.5K 0.1% 33
2016
Q2
$478K Hold
3,261
0.1% 31
2016
Q1
$454K Sell
3,261
-78
-2% -$10.9K 0.1% 30
2015
Q4
$421K Sell
3,339
-84
-2% -$10.6K 0.08% 34
2015
Q3
$406K Sell
3,423
-153
-4% -$18.1K 0.08% 30
2015
Q2
$461K Buy
+3,576
New +$461K 0.07% 27