BFO
Biltmore Family Office’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.32M | Hold |
15,240
| – | – | 0.39% | 51 |
|
|
2025
Q1 | $2.24M | Sell |
15,240
-120
| -0.8% | -$17.6K | 0.38% | 49 |
|
|
2024
Q4 | $1.98M | Buy |
15,360
+374
| +2% | +$48.3K | 0.33% | 52 |
|
|
2024
Q3 | $2.05M | Sell |
14,986
-5
| -0% | -$683 | 0.35% | 54 |
|
|
2024
Q2 | $1.53M | Hold |
14,991
| – | – | 0.28% | 61 |
|
|
2024
Q1 | $1.59M | Buy |
14,991
+14
| +0.1% | +$1.49K | 0.31% | 58 |
|
|
2023
Q4 | $1.64M | Buy |
14,977
+275
| +2% | +$30.1K | 0.34% | 51 |
|
|
2023
Q3 | $1.38M | Sell |
14,702
-21
| -0.1% | -$1.97K | 0.31% | 55 |
|
|
2023
Q2 | $1.47M | Sell |
14,723
-6
| -0% | -$601 | 0.31% | 51 |
|
|
2023
Q1 | $1.55M | Buy |
14,729
+6
| +0% | +$631 | 0.33% | 52 |
|
|
2022
Q4 | $1.77M | Sell |
14,723
-65
| -0.4% | -$7.8K | 0.36% | 44 |
|
|
2022
Q3 | $1.63M | Sell |
14,788
-50
| -0.3% | -$5.53K | 0.37% | 41 |
|
|
2022
Q2 | $1.92M | Buy |
14,838
+1
| +0% | +$129 | 0.48% | 37 |
|
|
2022
Q1 | $2.21M | Sell |
14,837
-2,924
| -16% | -$435K | 0.47% | 40 |
|
|
2021
Q4 | $3.16M | Sell |
17,761
-590
| -3% | -$105K | 0.6% | 31 |
|
|
2021
Q3 | $3.22M | Buy |
18,351
+2,961
| +19% | +$519K | 0.78% | 21 |
|
|
2021
Q2 | $3.06M | Buy |
15,390
+40
| +0.3% | +$7.95K | 0.87% | 16 |
|
|
2021
Q1 | $2.96M | Sell |
15,350
-100
| -0.6% | -$19.3K | 0.92% | 19 |
|
|
2020
Q4 | $2.7M | Sell |
15,450
-4,793
| -24% | -$838K | 0.81% | 19 |
|
|
2020
Q3 | $3.24M | Buy |
20,243
+1
| +0% | +$160 | 1.81% | 13 |
|
|
2020
Q2 | $3.16M | Buy |
20,242
+102
| +0.5% | +$15.9K | 1.9% | 12 |
|
|
2020
Q1 | $2.75M | Sell |
20,140
-16,898
| -46% | -$2.31M | 1.81% | 14 |
|
|
2019
Q4 | $6.53M | Buy |
37,038
+59
| +0.2% | +$10.4K | 2.63% | 6 |
|
|
2019
Q3 | $6.08M | Buy |
36,979
+8,510
| +30% | +$1.4M | 2.63% | 6 |
|
|
2019
Q2 | $4.94M | Hold |
28,469
| – | – | 2.67% | 6 |
|
|
2019
Q1 | $5.92M | Sell |
28,469
-100
| -0.4% | -$20.8K | 3% | 4 |
|
|
2018
Q4 | $5.44M | Sell |
28,569
-18
| -0.1% | -$3.43K | 3.07% | 3 |
|
|
2018
Q3 | $6.02M | Sell |
28,587
-120
| -0.4% | -$25.3K | 2.87% | 4 |
|
|
2018
Q2 | $5.65M | Sell |
28,707
-1,400
| -5% | -$275K | 2.81% | 5 |
|
|
2018
Q1 | $6.61M | Buy |
30,107
+700
| +2% | +$154K | 2.94% | 3 |
|
|
2017
Q4 | $6.92M | Buy |
+29,407
| New | +$6.92M | 3.13% | 4 |
|