Beese Fulmer Investment 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 | $652K | Buy |
4,285
+935
| +28% | +$142K | 0.05% | 159 |
|
|
2025
Q1 | $492K | Hold |
3,350
| – | – | 0.04% | 155 |
|
|
2024
Q4 | $432K | Hold |
3,350
| – | – | 0.04% | 162 |
|
|
2024
Q3 | $458K | Hold |
3,350
| – | – | 0.04% | 162 |
|
|
2024
Q2 | $342K | Sell |
3,350
-657
| -16% | -$67.1K | 0.03% | 176 |
|
|
2024
Q1 | $355K | Sell |
4,007
-11,045
| -73% | -$979K | 0.03% | 174 |
|
|
2023
Q4 | $1.38M | Sell |
15,052
-161
| -1% | -$14.7K | 0.14% | 101 |
|
|
2023
Q3 | $1.19M | Sell |
15,213
-359
| -2% | -$28.1K | 0.13% | 108 |
|
|
2023
Q2 | $1.3M | Sell |
15,572
-1,005
| -6% | -$84.1K | 0.14% | 107 |
|
|
2023
Q1 | $1.46M | Sell |
16,577
-1,776
| -10% | -$156K | 0.17% | 103 |
|
|
2022
Q4 | $1.84M | Sell |
18,353
-1,015
| -5% | -$102K | 0.22% | 89 |
|
|
2022
Q3 | $1.79M | Sell |
19,368
-350
| -2% | -$32.3K | 0.24% | 85 |
|
|
2022
Q2 | $2.13M | Sell |
19,718
-925
| -4% | -$100K | 0.27% | 82 |
|
|
2022
Q1 | $2.57M | Sell |
20,643
-366
| -2% | -$45.6K | 0.28% | 82 |
|
|
2021
Q4 | $3.12M | Sell |
21,009
-347
| -2% | -$51.5K | 0.32% | 78 |
|
|
2021
Q3 | $3.13M | Buy |
21,356
+293
| +1% | +$43K | 0.35% | 76 |
|
|
2021
Q2 | $3.5M | Sell |
21,063
-117
| -0.6% | -$19.4K | 0.4% | 72 |
|
|
2021
Q1 | $3.41M | Sell |
21,180
-31
| -0.1% | -$4.99K | 0.41% | 71 |
|
|
2020
Q4 | $3.1M | Sell |
21,211
-287
| -1% | -$41.9K | 0.4% | 70 |
|
|
2020
Q3 | $2.88M | Sell |
21,498
-694
| -3% | -$92.9K | 0.41% | 72 |
|
|
2020
Q2 | $2.89M | Sell |
22,192
-353
| -2% | -$46K | 0.43% | 68 |
|
|
2020
Q1 | $2.57M | Sell |
22,545
-269
| -1% | -$30.7K | 0.46% | 70 |
|
|
2019
Q4 | $3.37M | Buy |
22,814
+1,164
| +5% | +$172K | 0.47% | 70 |
|
|
2019
Q3 | $2.98M | Buy |
21,650
+17,153
| +381% | +$2.36M | 0.45% | 70 |
|
|
2019
Q2 | $652K | Sell |
4,497
-305
| -6% | -$44.2K | 0.12% | 105 |
|
|
2019
Q1 | $834K | Hold |
4,802
| – | – | 0.16% | 97 |
|
|
2018
Q4 | $765K | Sell |
4,802
-359
| -7% | -$57.2K | 0.17% | 98 |
|
|
2018
Q3 | $909K | Sell |
5,161
-11
| -0.2% | -$1.94K | 0.18% | 97 |
|
|
2018
Q2 | $851K | Sell |
5,172
-35
| -0.7% | -$5.76K | 0.18% | 98 |
|
|
2018
Q1 | $956K | Sell |
5,207
-60
| -1% | -$11K | 0.21% | 94 |
|
|
2017
Q4 | $1.04M | Sell |
5,267
-54
| -1% | -$10.6K | 0.22% | 93 |
|
|
2017
Q3 | $934K | Sell |
5,321
-90
| -2% | -$15.8K | 0.21% | 93 |
|
|
2017
Q2 | $942K | Hold |
5,411
| – | – | 0.22% | 93 |
|
|
2017
Q1 | $866K | Buy |
5,411
+11
| +0.2% | +$1.76K | 0.21% | 95 |
|
|
2016
Q4 | $806K | Sell |
5,400
-598
| -10% | -$89.3K | 0.21% | 93 |
|
|
2016
Q3 | $884K | Sell |
5,998
-60
| -1% | -$8.84K | 0.24% | 89 |
|
|
2016
Q2 | $887K | Sell |
6,058
-60
| -1% | -$8.79K | 0.25% | 87 |
|
|
2016
Q1 | $852K | Buy |
6,118
+359
| +6% | +$50K | 0.25% | 91 |
|
|
2015
Q4 | $725K | Hold |
5,759
| – | – | 0.22% | 90 |
|
|
2015
Q3 | $683K | Buy |
5,759
+515
| +10% | +$61.1K | 0.22% | 88 |
|
|
2015
Q2 | $677K | Sell |
5,244
-120
| -2% | -$15.5K | 0.22% | 90 |
|
|
2015
Q1 | $740K | Sell |
5,364
-1,674
| -24% | -$231K | 0.25% | 84 |
|
|
2014
Q4 | $967K | Hold |
7,038
| – | – | 0.3% | 81 |
|
|
2014
Q3 | $834K | Sell |
7,038
-270
| -4% | -$32K | 0.27% | 88 |
|
|
2014
Q2 | $875K | Hold |
7,308
| – | – | 0.28% | 85 |
|
|
2014
Q1 | $829K | Sell |
7,308
-119
| -2% | -$13.5K | 0.29% | 83 |
|
|
2013
Q4 | $871K | Hold |
7,427
| – | – | 0.31% | 81 |
|
|
2013
Q3 | $742K | Sell |
7,427
-120
| -2% | -$12K | 0.29% | 82 |
|
|
2013
Q2 | $690K | Buy |
+7,547
| New | +$690K | 0.3% | 80 |
|