Buttonwood 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 | $939K | Sell |
6,169
-3
| -0% | -$457 | 0.38% | 49 |
|
2025
Q1 | $906K | Sell |
6,172
-217
| -3% | -$31.9K | 0.4% | 48 |
|
2024
Q4 | $825K | Sell |
6,389
-8,424
| -57% | -$1.09M | 0.36% | 55 |
|
2024
Q3 | $2.02M | Sell |
14,813
-1,545
| -9% | -$211K | 0.88% | 34 |
|
2024
Q2 | $1.67M | Sell |
16,358
-4,762
| -23% | -$487K | 0.79% | 35 |
|
2024
Q1 | $1.87M | Buy |
21,120
+2,446
| +13% | +$217K | 0.88% | 33 |
|
2023
Q4 | $1.71M | Sell |
18,674
-134
| -0.7% | -$12.2K | 0.93% | 33 |
|
2023
Q3 | $1.47M | Buy |
18,808
+533
| +3% | +$41.7K | 0.93% | 32 |
|
2023
Q2 | $1.53M | Buy |
18,275
+1,337
| +8% | +$112K | 0.96% | 30 |
|
2023
Q1 | $1.49M | Buy |
16,938
+5,953
| +54% | +$523K | 1.15% | 26 |
|
2022
Q4 | $1.1M | Sell |
10,985
-194
| -2% | -$19.5K | 0.93% | 33 |
|
2022
Q3 | $1.07M | Buy |
11,179
+130
| +1% | +$12.4K | 0.96% | 30 |
|
2022
Q2 | $1.2M | Buy |
11,049
+3,866
| +54% | +$418K | 1.08% | 28 |
|
2022
Q1 | $894K | Buy |
7,183
+533
| +8% | +$66.3K | 0.81% | 36 |
|
2021
Q4 | $988K | Buy |
+6,650
| New | +$988K | 0.97% | 34 |
|