Buckingham Strategic Wealth’s 3M MMM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | $1.6M | Sell |
15,611
-7,082
| -31% | -$724K | 0.02% | 262 |
|
2024
Q1 | $2.01M | Sell |
22,693
-5,705
| -20% | -$506K | 0.02% | 238 |
|
2023
Q4 | $2.6M | Sell |
28,398
-4,597
| -14% | -$420K | 0.03% | 201 |
|
2023
Q3 | $2.58M | Sell |
32,995
-1,871
| -5% | -$146K | 0.04% | 194 |
|
2023
Q2 | $2.92M | Buy |
34,866
+15,200
| +77% | +$1.27M | 0.04% | 182 |
|
2023
Q1 | $1.97M | Hold |
19,666
| – | – | 0.04% | 179 |
|
2022
Q4 | $1.97M | Sell |
19,666
-2,281
| -10% | -$229K | 0.04% | 179 |
|
2022
Q3 | $2.03M | Sell |
21,947
-19
| -0.1% | -$1.76K | 0.04% | 173 |
|
2022
Q2 | $2.38M | Buy |
21,966
+1,400
| +7% | +$151K | 0.05% | 162 |
|
2022
Q1 | $2.56M | Buy |
20,566
+273
| +1% | +$34K | 0.05% | 152 |
|
2021
Q4 | $3.01M | Sell |
20,293
-1,045
| -5% | -$155K | 0.06% | 145 |
|
2021
Q3 | $3.13M | Buy |
21,338
+715
| +3% | +$105K | 0.06% | 140 |
|
2021
Q2 | $3.43M | Buy |
20,623
+1,825
| +10% | +$303K | 0.08% | 127 |
|
2021
Q1 | $3.03M | Sell |
18,798
-1,093
| -5% | -$176K | 0.15% | 118 |
|
2020
Q4 | $2.91M | Buy |
19,891
+5,030
| +34% | +$735K | 0.15% | 119 |
|
2020
Q3 | $1.99M | Sell |
14,861
-826
| -5% | -$111K | 0.15% | 110 |
|
2020
Q2 | $2.05M | Sell |
15,687
-4,002
| -20% | -$522K | 0.19% | 91 |
|
2020
Q1 | $2.25M | Buy |
19,689
+2,725
| +16% | +$311K | 0.22% | 88 |
|
2019
Q4 | $2.5M | Buy |
16,964
+1,365
| +9% | +$201K | 0.24% | 79 |
|
2019
Q3 | $2.14M | Buy |
15,599
+1,082
| +7% | +$149K | 0.23% | 86 |
|
2019
Q2 | $2.1M | Buy |
14,517
+1,953
| +16% | +$283K | 0.23% | 84 |
|
2019
Q1 | $2.18M | Buy |
12,564
+542
| +5% | +$94.2K | 0.28% | 80 |
|
2018
Q4 | $1.92M | Sell |
12,022
-949
| -7% | -$151K | 0.29% | 71 |
|
2018
Q3 | $2.29M | Buy |
12,971
+664
| +5% | +$117K | 0.35% | 59 |
|
2018
Q2 | $2.02M | Sell |
12,307
-880
| -7% | -$145K | 0.33% | 64 |
|
2018
Q1 | $2.42M | Buy |
13,187
+850
| +7% | +$156K | 0.47% | 46 |
|
2017
Q4 | $2.43M | Buy |
12,337
+1,666
| +16% | +$328K | 0.51% | 44 |
|
2017
Q3 | $1.87M | Sell |
10,671
-95
| -0.9% | -$16.7K | 0.45% | 51 |
|
2017
Q2 | $1.87M | Buy |
10,766
+2,633
| +32% | +$458K | 0.44% | 54 |
|
2017
Q1 | $1.3M | Sell |
8,133
-293
| -3% | -$46.9K | 0.38% | 52 |
|
2016
Q4 | $1.26M | Buy |
8,426
+121
| +1% | +$18.1K | 0.41% | 53 |
|
2016
Q3 | $1.22M | Sell |
8,305
-748
| -8% | -$110K | 0.41% | 49 |
|
2016
Q2 | $1.33M | Sell |
9,053
-560
| -6% | -$82K | 0.45% | 44 |
|
2016
Q1 | $1.34M | Buy |
9,613
+409
| +4% | +$57K | 0.44% | 45 |
|
2015
Q4 | $1.16M | Buy |
9,204
+235
| +3% | +$29.6K | 0.39% | 48 |
|
2015
Q3 | $1.06M | Buy |
8,969
+186
| +2% | +$22K | 0.37% | 51 |
|
2015
Q2 | $1.13M | Buy |
8,783
+3,145
| +56% | +$406K | 0.37% | 51 |
|
2015
Q1 | $778K | Sell |
5,638
-1,305
| -19% | -$180K | 0.29% | 65 |
|
2014
Q4 | $954K | Buy |
6,943
+611
| +10% | +$84K | 0.37% | 55 |
|
2014
Q3 | $750K | Sell |
6,332
-26
| -0.4% | -$3.08K | 0.31% | 61 |
|
2014
Q2 | $761K | Buy |
6,358
+213
| +3% | +$25.5K | 0.33% | 57 |
|
2014
Q1 | $697K | Sell |
6,145
-115
| -2% | -$13K | 0.32% | 55 |
|
2013
Q4 | $734K | Buy |
6,260
+42
| +0.7% | +$4.93K | 0.35% | 55 |
|
2013
Q3 | $621K | Buy |
6,218
+315
| +5% | +$31.5K | 0.33% | 57 |
|
2013
Q2 | $540K | Buy |
+5,903
| New | +$540K | 0.3% | 58 |
|