BFA
Benedict Financial Advisors’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-8,075
| Closed | -$968K | – | 118 |
|
|
2022
Q4 | $968K | Sell |
8,075
-1,299
| -14% | -$156K | 0.29% | 86 |
|
|
2022
Q3 | $1.04M | Buy |
9,374
+215
| +2% | +$23.8K | 0.33% | 87 |
|
|
2022
Q2 | $1.19M | Buy |
9,159
+955
| +12% | +$124K | 0.35% | 88 |
|
|
2022
Q1 | $1.22M | Sell |
8,204
-129
| -2% | -$19.2K | 0.33% | 86 |
|
|
2021
Q4 | $1.48M | Sell |
8,333
-39
| -0.5% | -$6.93K | 0.39% | 81 |
|
|
2021
Q3 | $1.47M | Sell |
8,372
-38
| -0.5% | -$6.67K | 0.41% | 81 |
|
|
2021
Q2 | $1.67M | Buy |
8,410
+194
| +2% | +$38.5K | 0.46% | 74 |
|
|
2021
Q1 | $1.58M | Buy |
8,216
+47
| +0.6% | +$9.06K | 0.46% | 75 |
|
|
2020
Q4 | $1.43M | Sell |
8,169
-8
| -0.1% | -$1.4K | 0.51% | 64 |
|
|
2020
Q3 | $1.31M | Sell |
8,177
-183
| -2% | -$29.3K | 0.5% | 65 |
|
|
2020
Q2 | $1.3M | Sell |
8,360
-90
| -1% | -$14K | 0.54% | 61 |
|
|
2020
Q1 | $1.15M | Sell |
8,450
-52
| -0.6% | -$7.1K | 0.54% | 59 |
|
|
2019
Q4 | $1.5M | Buy |
8,502
+79
| +0.9% | +$13.9K | 0.58% | 56 |
|
|
2019
Q3 | $1.39M | Sell |
8,423
-195
| -2% | -$32.1K | 0.57% | 60 |
|
|
2019
Q2 | $1.49M | Buy |
8,618
+126
| +1% | +$21.8K | 0.62% | 56 |
|
|
2019
Q1 | $1.77M | Buy |
8,492
+272
| +3% | +$56.5K | 0.77% | 47 |
|
|
2018
Q4 | $1.57M | Buy |
8,220
+119
| +1% | +$22.7K | 0.77% | 49 |
|
|
2018
Q3 | $1.71M | Sell |
8,101
-92
| -1% | -$19.4K | 0.77% | 47 |
|
|
2018
Q2 | $1.61M | Buy |
8,193
+12
| +0.1% | +$2.36K | 0.8% | 46 |
|
|
2018
Q1 | $1.8M | Sell |
8,181
-206
| -2% | -$45.2K | 0.9% | 44 |
|
|
2017
Q4 | $1.97M | Sell |
8,387
-498
| -6% | -$117K | 0.95% | 43 |
|
|
2017
Q3 | $1.87M | Sell |
8,885
-148
| -2% | -$31.1K | 0.96% | 43 |
|
|
2017
Q2 | $1.91M | Sell |
9,033
-133
| -1% | -$28.1K | 0.99% | 42 |
|
|
2017
Q1 | $1.75M | Sell |
9,166
-125
| -1% | -$23.9K | 0.95% | 41 |
|
|
2016
Q4 | $1.66M | Buy |
9,291
+9
| +0.1% | +$1.61K | 0.96% | 41 |
|
|
2016
Q3 | $1.63M | Sell |
9,282
-5
| -0.1% | -$875 | 0.95% | 41 |
|
|
2016
Q2 | $1.63M | Buy |
9,287
+85
| +0.9% | +$14.9K | 0.95% | 42 |
|
|
2016
Q1 | $1.53M | Buy |
9,202
+11
| +0.1% | +$1.83K | 0.93% | 43 |
|
|
2015
Q4 | $1.38M | Buy |
9,191
+358
| +4% | +$53.9K | 0.88% | 45 |
|
|
2015
Q3 | $1.25M | Buy |
8,833
+225
| +3% | +$31.9K | 0.87% | 45 |
|
|
2015
Q2 | $1.29M | Buy |
8,608
+318
| +4% | +$47.5K | 0.84% | 46 |
|
|
2015
Q1 | $1.38M | Buy |
8,290
+439
| +6% | +$72.8K | 0.88% | 43 |
|
|
2014
Q4 | $1.3M | Buy |
+7,851
| New | +$1.3M | 0.85% | 45 |
|