Buckley Wealth Management’s 3M MMM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.18M | Sell |
27,427
-1,300
| -5% | -$198K | 1.25% | 18 |
|
2025
Q1 | $4.22M | Sell |
28,727
-600
| -2% | -$88.1K | 1.31% | 15 |
|
2024
Q4 | $3.79M | Sell |
29,327
-62
| -0.2% | -$8K | 1.16% | 18 |
|
2024
Q3 | $4.02M | Sell |
29,389
-150
| -0.5% | -$20.5K | 1.24% | 18 |
|
2024
Q2 | $3.02M | Sell |
29,539
-6,208
| -17% | -$634K | 0.96% | 22 |
|
2024
Q1 | $3.17M | Buy |
35,747
+9,592
| +37% | +$851K | 1.02% | 22 |
|
2023
Q4 | $2.39M | Buy |
26,155
+4,267
| +19% | +$390K | 0.83% | 24 |
|
2023
Q3 | $1.71M | Buy |
21,888
+1,475
| +7% | +$115K | 0.64% | 30 |
|
2023
Q2 | $1.71M | Sell |
20,413
-1,419
| -6% | -$119K | 0.58% | 32 |
|
2023
Q1 | $1.92M | Sell |
21,832
-3,510
| -14% | -$308K | 0.71% | 31 |
|
2022
Q4 | $2.54M | Sell |
25,342
-8,483
| -25% | -$851K | 0.92% | 25 |
|
2022
Q3 | $3.13M | Sell |
33,825
-688
| -2% | -$63.6K | 1.15% | 24 |
|
2022
Q2 | $3.73M | Buy |
34,513
+6,423
| +23% | +$695K | 1.2% | 22 |
|
2022
Q1 | $3.5M | Buy |
28,090
+6,908
| +33% | +$860K | 0.95% | 26 |
|
2021
Q4 | $3.15M | Buy |
21,182
+3,897
| +23% | +$579K | 0.92% | 26 |
|
2021
Q3 | $2.54M | Buy |
17,285
+9,645
| +126% | +$1.41M | 0.82% | 26 |
|
2021
Q2 | $1.27M | Hold |
7,640
| – | – | 0.44% | 41 |
|
2021
Q1 | $1.23M | Sell |
7,640
-79
| -1% | -$12.7K | 0.46% | 39 |
|
2020
Q4 | $1.13M | Sell |
7,719
-26
| -0.3% | -$3.8K | 0.46% | 37 |
|
2020
Q3 | $1.04M | Sell |
7,745
-186
| -2% | -$24.9K | 0.47% | 40 |
|
2020
Q2 | $1.03M | Hold |
7,931
| – | – | 0.47% | 40 |
|
2020
Q1 | $905K | Buy |
7,931
+5,459
| +221% | +$623K | 0.49% | 36 |
|
2019
Q4 | $365K | Sell |
2,472
-60
| -2% | -$8.86K | 0.17% | 101 |
|
2019
Q3 | $348K | Sell |
2,532
-1,064
| -30% | -$146K | 0.17% | 104 |
|
2019
Q2 | $521K | Sell |
3,596
-168
| -4% | -$24.3K | 0.24% | 82 |
|
2019
Q1 | $654K | Hold |
3,764
| – | – | 0.31% | 64 |
|
2018
Q4 | $600K | Sell |
3,764
-95
| -2% | -$15.1K | 0.31% | 61 |
|
2018
Q3 | $680K | Sell |
3,859
-112
| -3% | -$19.7K | 0.3% | 69 |
|
2018
Q2 | $653K | Hold |
3,971
| – | – | 0.31% | 70 |
|
2018
Q1 | $729K | Buy |
3,971
+315
| +9% | +$57.8K | 0.36% | 58 |
|
2017
Q4 | $720K | Buy |
+3,656
| New | +$720K | 0.36% | 59 |
|