Bison Wealth’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $355K | Buy |
2,751
+255
| +10% | +$32.9K | 0.08% | 200 |
|
|
2024
Q3 | $341K | Sell |
2,496
-1,089
| -30% | -$149K | 0.05% | 300 |
|
|
2024
Q2 | $380K | Sell |
3,585
-703
| -16% | -$74.6K | 0.06% | 283 |
|
|
2024
Q1 | $380K | Sell |
4,288
-21
| -0.5% | -$1.86K | 0.06% | 283 |
|
|
2023
Q4 | $394K | Buy |
4,309
+478
| +12% | +$43.7K | 0.07% | 273 |
|
|
2023
Q3 | $300K | Sell |
3,831
-1,190
| -24% | -$93.1K | 0.06% | 302 |
|
|
2023
Q2 | $420K | Buy |
5,021
+2,316
| +86% | +$194K | 0.08% | 249 |
|
|
2023
Q1 | $228K | Buy |
2,705
+183
| +7% | +$15.4K | 0.07% | 228 |
|
|
2022
Q4 | $237K | Buy |
+2,522
| New | +$237K | 0.08% | 236 |
|
|
2021
Q4 | – | Sell |
-2,042
| Closed | -$299K | – | 404 |
|
|
2021
Q3 | $299K | Buy |
2,042
+177
| +9% | +$25.9K | 0.14% | 173 |
|
|
2021
Q2 | $310K | Sell |
1,865
-704
| -27% | -$117K | 0.14% | 180 |
|
|
2021
Q1 | $414K | Sell |
2,569
-109
| -4% | -$17.6K | 0.18% | 148 |
|
|
2020
Q4 | $391K | Buy |
2,678
+53
| +2% | +$7.74K | 0.18% | 137 |
|
|
2020
Q3 | $352K | Sell |
2,625
-1,153
| -31% | -$155K | 0.21% | 121 |
|
|
2020
Q2 | $493K | Sell |
3,778
-44
| -1% | -$5.74K | 0.31% | 88 |
|
|
2020
Q1 | $436K | Sell |
3,822
-122
| -3% | -$13.9K | 0.32% | 92 |
|
|
2019
Q4 | $582K | Sell |
3,944
-212
| -5% | -$31.3K | 0.28% | 90 |
|
|
2019
Q3 | $571K | Buy |
4,156
+111
| +3% | +$15.3K | 0.32% | 82 |
|
|
2019
Q2 | $586K | Buy |
4,045
+641
| +19% | +$92.9K | 0.34% | 78 |
|
|
2019
Q1 | $591K | Buy |
3,404
+54
| +2% | +$9.38K | 0.36% | 78 |
|
|
2018
Q4 | $534K | Buy |
3,350
+6
| +0.2% | +$956 | 0.39% | 71 |
|
|
2018
Q3 | $589K | Buy |
3,344
+402
| +14% | +$70.8K | 0.39% | 72 |
|
|
2018
Q2 | $484K | Hold |
2,942
| – | – | 0.36% | 78 |
|
|
2018
Q1 | $540K | Buy |
2,942
+110
| +4% | +$20.2K | 0.41% | 64 |
|
|
2017
Q4 | $557K | Hold |
2,832
| – | – | 0.41% | 73 |
|
|
2017
Q3 | $497K | Buy |
2,832
+86
| +3% | +$15.1K | 0.4% | 73 |
|
|
2017
Q2 | $478K | Buy |
2,746
+27
| +1% | +$4.7K | 0.4% | 73 |
|
|
2017
Q1 | $435K | Sell |
2,719
-65
| -2% | -$10.4K | 0.38% | 75 |
|
|
2016
Q4 | $416K | Sell |
2,784
-214
| -7% | -$32K | 0.35% | 74 |
|
|
2016
Q3 | $442K | Sell |
2,998
-33
| -1% | -$4.87K | 0.37% | 79 |
|
|
2016
Q2 | $444K | Buy |
3,031
+393
| +15% | +$57.6K | 0.27% | 114 |
|
|
2016
Q1 | $368K | Sell |
2,638
-850
| -24% | -$119K | 0.24% | 118 |
|
|
2015
Q4 | $439K | Buy |
3,488
+39
| +1% | +$4.91K | 0.25% | 123 |
|
|
2015
Q3 | $409K | Buy |
3,449
+60
| +2% | +$7.12K | 0.27% | 121 |
|
|
2015
Q2 | $437K | Buy |
3,389
+72
| +2% | +$9.28K | 0.25% | 118 |
|
|
2015
Q1 | $457K | Buy |
3,317
+280
| +9% | +$38.6K | 0.28% | 119 |
|
|
2014
Q4 | $417K | Buy |
+3,037
| New | +$417K | 0.32% | 104 |
|