Beaumont Financial Advisors’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $301K | Sell |
1,977
-26
| -1% | -$3.96K | 0.02% | 293 |
|
|
2025
Q1 | $294K | Sell |
2,003
-278
| -12% | -$40.8K | 0.02% | 293 |
|
|
2024
Q4 | $294K | Buy |
2,281
+1
| +0% | +$129 | 0.02% | 295 |
|
|
2024
Q3 | $312K | Buy |
2,280
+20
| +0.9% | +$2.73K | 0.02% | 270 |
|
|
2024
Q2 | $231K | Sell |
2,260
-851
| -27% | -$87K | 0.02% | 322 |
|
|
2024
Q1 | $276K | Buy |
3,111
+103
| +3% | +$9.13K | 0.02% | 291 |
|
|
2023
Q4 | $275K | Sell |
3,008
-75
| -2% | -$6.86K | 0.03% | 278 |
|
|
2023
Q3 | $241K | Sell |
3,083
-303
| -9% | -$23.7K | 0.02% | 283 |
|
|
2023
Q2 | $283K | Sell |
3,386
-231
| -6% | -$19.3K | 0.03% | 272 |
|
|
2023
Q1 | $318K | Sell |
3,617
-99
| -3% | -$8.7K | 0.03% | 237 |
|
|
2022
Q4 | $373K | Sell |
3,716
-221
| -6% | -$22.2K | 0.04% | 210 |
|
|
2022
Q3 | $364K | Sell |
3,937
-408
| -9% | -$37.7K | 0.03% | 208 |
|
|
2022
Q2 | $470K | Sell |
4,345
-1,483
| -25% | -$160K | 0.04% | 183 |
|
|
2022
Q1 | $726K | Sell |
5,828
-14
| -0.2% | -$1.74K | 0.06% | 178 |
|
|
2021
Q4 | $868K | Buy |
5,842
+94
| +2% | +$14K | 0.06% | 160 |
|
|
2021
Q3 | $843K | Sell |
5,748
-452
| -7% | -$66.3K | 0.07% | 156 |
|
|
2021
Q2 | $1.03M | Buy |
6,200
+8
| +0.1% | +$1.33K | 0.08% | 140 |
|
|
2021
Q1 | $998K | Sell |
6,192
-716
| -10% | -$115K | 0.08% | 140 |
|
|
2020
Q4 | $1.01M | Sell |
6,908
-374
| -5% | -$54.7K | 0.09% | 137 |
|
|
2020
Q3 | $975K | Buy |
7,282
+37
| +0.5% | +$4.95K | 0.09% | 147 |
|
|
2020
Q2 | $945K | Buy |
7,245
+717
| +11% | +$93.5K | 0.1% | 139 |
|
|
2020
Q1 | $745K | Buy |
6,528
+84
| +1% | +$9.59K | 0.09% | 118 |
|
|
2019
Q4 | $951K | Sell |
6,444
-102
| -2% | -$15.1K | 0.09% | 135 |
|
|
2019
Q3 | $900K | Buy |
6,546
+3,251
| +99% | +$447K | 0.09% | 135 |
|
|
2019
Q2 | $478K | Sell |
3,295
-419
| -11% | -$60.8K | 0.05% | 155 |
|
|
2019
Q1 | $645K | Buy |
3,714
+241
| +7% | +$41.9K | 0.07% | 139 |
|
|
2018
Q4 | $553K | Sell |
3,473
-53
| -2% | -$8.44K | 0.09% | 118 |
|
|
2018
Q3 | $621K | Buy |
3,526
+1
| +0% | +$176 | 0.06% | 132 |
|
|
2018
Q2 | $580K | Buy |
3,525
+340
| +11% | +$55.9K | 0.06% | 124 |
|
|
2018
Q1 | $585K | Buy |
3,185
+1,308
| +70% | +$240K | 0.07% | 121 |
|
|
2017
Q4 | $369K | Hold |
1,877
| – | – | 0.04% | 136 |
|
|
2017
Q3 | $329K | Buy |
1,877
+17
| +0.9% | +$2.98K | 0.04% | 138 |
|
|
2017
Q2 | $324K | Buy |
1,860
+48
| +3% | +$8.36K | 0.04% | 143 |
|
|
2017
Q1 | $290K | Sell |
1,812
-59
| -3% | -$9.44K | 0.04% | 152 |
|
|
2016
Q4 | $279K | Buy |
1,871
+79
| +4% | +$11.8K | 0.04% | 126 |
|
|
2016
Q3 | $264K | Sell |
1,792
-239
| -12% | -$35.2K | 0.04% | 124 |
|
|
2016
Q2 | $297K | Buy |
2,031
+538
| +36% | +$78.7K | 0.05% | 116 |
|
|
2016
Q1 | $206K | Buy |
+1,493
| New | +$206K | 0.03% | 124 |
|
|
2015
Q2 | – | Sell |
-2,234
| Closed | -$308K | – | 152 |
|
|
2015
Q1 | $308K | Sell |
2,234
-957
| -30% | -$132K | 0.01% | 128 |
|
|
2014
Q4 | $438K | Buy |
3,191
+60
| +2% | +$8.24K | 0.02% | 115 |
|
|
2014
Q3 | $371K | Sell |
3,131
-526
| -14% | -$62.3K | 0.02% | 130 |
|
|
2014
Q2 | $438K | Sell |
3,657
-533
| -13% | -$63.8K | 0.03% | 128 |
|
|
2014
Q1 | $475K | Buy |
4,190
+957
| +30% | +$108K | 0.04% | 104 |
|
|
2013
Q4 | $379K | Sell |
3,233
-733
| -18% | -$85.9K | 0.03% | 115 |
|
|
2013
Q3 | $396K | Buy |
3,966
+374
| +10% | +$37.3K | 0.04% | 115 |
|
|
2013
Q2 | $328K | Buy |
+3,592
| New | +$328K | 0.03% | 127 |
|