BI
Berkeley Inc’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-4,305
| Closed | -$403K | – | 78 |
|
|
2023
Q3 | $403K | Sell |
4,305
-2,896
| -40% | -$271K | 0.28% | 58 |
|
|
2023
Q2 | $721K | Buy |
7,201
+58
| +0.8% | +$5.81K | 0.49% | 44 |
|
|
2023
Q1 | $751K | Sell |
7,143
-283
| -4% | -$29.7K | 0.54% | 40 |
|
|
2022
Q4 | $890K | Sell |
7,426
-1,799
| -20% | -$216K | 0.67% | 38 |
|
|
2022
Q3 | $1.02M | Sell |
9,225
-7,012
| -43% | -$775K | 0.86% | 29 |
|
|
2022
Q2 | $2.1M | Sell |
16,237
-76
| -0.5% | -$9.84K | 1.68% | 17 |
|
|
2022
Q1 | $2.43M | Sell |
16,313
-2,993
| -16% | -$446K | 1.7% | 17 |
|
|
2021
Q4 | $3.43M | Buy |
19,306
+10,745
| +126% | +$1.91M | 2.28% | 12 |
|
|
2021
Q3 | $1.5M | Buy |
8,561
+1,123
| +15% | +$197K | 1.11% | 28 |
|
|
2021
Q2 | $1.48M | Buy |
7,438
+1,235
| +20% | +$245K | 1.06% | 29 |
|
|
2021
Q1 | $1.2M | Buy |
6,203
+14
| +0.2% | +$2.7K | 0.89% | 36 |
|
|
2020
Q4 | $1.08M | Buy |
+6,189
| New | +$1.08M | 0.87% | 37 |
|