Brendel Financial Advisors’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $719K | Sell |
4,725
-167
| -3% | -$25.4K | 0.4% | 53 |
|
|
2025
Q1 | $718K | Hold |
4,892
| – | – | 0.44% | 53 |
|
|
2024
Q4 | $632K | Sell |
4,892
-509
| -9% | -$65.8K | 0.38% | 59 |
|
|
2024
Q3 | $738K | Hold |
5,401
| – | – | 0.42% | 55 |
|
|
2024
Q2 | $552K | Sell |
5,401
-1,059
| -16% | -$108K | 0.35% | 62 |
|
|
2024
Q1 | $573K | Hold |
6,460
| – | – | 0.66% | 38 |
|
|
2023
Q4 | $590K | Sell |
6,460
-149
| -2% | -$13.6K | 0.39% | 60 |
|
|
2023
Q3 | $517K | Hold |
6,609
| – | – | 0.77% | 31 |
|
|
2023
Q2 | $553K | Buy |
6,609
+878
| +15% | +$73.5K | 0.83% | 33 |
|
|
2023
Q1 | $504K | Hold |
5,731
| – | – | 0.37% | 57 |
|
|
2022
Q4 | $575K | Hold |
5,731
| – | – | 1.15% | 28 |
|
|
2022
Q3 | $530K | Sell |
5,731
-581
| -9% | -$53.7K | 1.26% | 29 |
|
|
2022
Q2 | $683K | Hold |
6,312
| – | – | 0.59% | 39 |
|
|
2022
Q1 | $786K | Sell |
6,312
-209
| -3% | -$26K | 0.43% | 61 |
|
|
2021
Q4 | $968K | Sell |
6,521
-13
| -0.2% | -$1.93K | 0.5% | 58 |
|
|
2021
Q3 | $958K | Sell |
6,534
-19,542
| -75% | -$2.87M | 1.14% | 33 |
|
|
2021
Q2 | $4.33M | Buy |
26,076
+13,449
| +107% | +$2.23M | 2.38% | 10 |
|
|
2021
Q1 | $2.03M | Hold |
12,627
| – | – | 1.36% | 31 |
|
|
2020
Q4 | $1.85M | Hold |
12,627
| – | – | 1.25% | 31 |
|
|
2020
Q3 | $1.69M | Hold |
12,627
| – | – | 1.35% | 30 |
|
|
2020
Q2 | $1.65M | Hold |
12,627
| – | – | 1.42% | 31 |
|
|
2020
Q1 | $1.44M | Hold |
12,627
| – | – | 1.7% | 25 |
|
|
2019
Q4 | $1.86M | Sell |
12,627
-240
| -2% | -$35.4K | 1.58% | 28 |
|
|
2019
Q3 | $1.77M | Hold |
12,867
| – | – | 1.59% | 31 |
|
|
2019
Q2 | $1.87M | Sell |
12,867
-885
| -6% | -$128K | 1.81% | 29 |
|
|
2019
Q1 | $2.39M | Hold |
13,752
| – | – | 2.14% | 13 |
|
|
2018
Q4 | $2.19M | Buy |
+13,752
| New | +$2.19M | 2.52% | 7 |
|