Bingham Osborn & Scarborough’s 3M MMM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | – | Sell |
-2,375
| Closed | -$348K | – | 95 |
|
2021
Q3 | $348K | Sell |
2,375
-450
| -16% | -$65.9K | 0.02% | 120 |
|
2021
Q2 | $469K | Buy |
2,825
+182
| +7% | +$30.2K | 0.03% | 97 |
|
2021
Q1 | $426K | Buy |
2,643
+58
| +2% | +$9.35K | 0.03% | 93 |
|
2020
Q4 | $378K | Sell |
2,585
-592
| -19% | -$86.6K | 0.03% | 93 |
|
2020
Q3 | $425K | Sell |
3,177
-160
| -5% | -$21.4K | 0.03% | 101 |
|
2020
Q2 | $435K | Buy |
3,337
+389
| +13% | +$50.7K | 0.04% | 97 |
|
2020
Q1 | $336K | Buy |
2,948
+196
| +7% | +$22.3K | 0.03% | 103 |
|
2019
Q4 | $406K | Sell |
2,752
-153
| -5% | -$22.6K | 0.03% | 105 |
|
2019
Q3 | $399K | Buy |
2,905
+2
| +0.1% | +$275 | 0.04% | 100 |
|
2019
Q2 | $421K | Sell |
2,903
-111
| -4% | -$16.1K | 0.04% | 94 |
|
2019
Q1 | $524K | Buy |
3,014
+287
| +11% | +$49.9K | 0.05% | 88 |
|
2018
Q4 | $434K | Sell |
2,727
-32
| -1% | -$5.09K | 0.04% | 89 |
|
2018
Q3 | $486K | Buy |
2,759
+396
| +17% | +$69.8K | 0.04% | 84 |
|
2018
Q2 | $389K | Sell |
2,363
-86
| -4% | -$14.2K | 0.04% | 93 |
|
2018
Q1 | $450K | Sell |
2,449
-130
| -5% | -$23.9K | 0.04% | 82 |
|
2017
Q4 | $507K | Buy |
2,579
+5
| +0.2% | +$983 | 0.05% | 74 |
|
2017
Q3 | $452K | Buy |
2,574
+424
| +20% | +$74.5K | 0.04% | 78 |
|
2017
Q2 | $374K | Sell |
2,150
-132
| -6% | -$23K | 0.04% | 82 |
|
2017
Q1 | $365K | Buy |
2,282
+545
| +31% | +$87.2K | 0.04% | 84 |
|
2016
Q4 | $259K | Sell |
1,737
-57
| -3% | -$8.5K | 0.03% | 97 |
|
2016
Q3 | $264K | Buy |
1,794
+60
| +3% | +$8.83K | 0.03% | 98 |
|
2016
Q2 | $254K | Sell |
1,734
-60
| -3% | -$8.79K | 0.03% | 101 |
|
2016
Q1 | $250K | Sell |
1,794
-179
| -9% | -$24.9K | 0.03% | 100 |
|
2015
Q4 | $249K | Hold |
1,973
| – | – | 0.03% | 95 |
|
2015
Q3 | $234K | Sell |
1,973
-18
| -0.9% | -$2.14K | 0.03% | 99 |
|
2015
Q2 | $257K | Buy |
1,991
+379
| +24% | +$48.9K | 0.03% | 98 |
|
2015
Q1 | $222K | Hold |
1,612
| – | – | 0.03% | 105 |
|
2014
Q4 | $221K | Buy |
+1,612
| New | +$221K | 0.03% | 113 |
|