CFA
Cahill Financial Advisors’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.24M | Sell |
14,720
-5,086
| -26% | -$774K | 0.28% | 63 |
|
|
2025
Q1 | $2.91M | Buy |
19,806
+4,609
| +30% | +$677K | 0.4% | 43 |
|
|
2024
Q4 | $1.96M | Buy |
15,197
+1,041
| +7% | +$134K | 0.27% | 72 |
|
|
2024
Q3 | $1.94M | Sell |
14,156
-402
| -3% | -$55K | 0.26% | 70 |
|
|
2024
Q2 | $1.49M | Buy |
14,558
+51
| +0.4% | +$5.21K | 0.2% | 91 |
|
|
2024
Q1 | $1.54M | Buy |
14,507
+4,453
| +44% | +$472K | 0.21% | 89 |
|
|
2023
Q4 | $1.1M | Sell |
10,054
-313
| -3% | -$34.2K | 0.16% | 113 |
|
|
2023
Q3 | $971K | Sell |
10,367
-730
| -7% | -$68.3K | 0.16% | 119 |
|
|
2023
Q2 | $1.11M | Sell |
11,097
-942
| -8% | -$94.3K | 0.18% | 110 |
|
|
2023
Q1 | $1.27M | Buy |
12,039
+1,791
| +17% | +$188K | 0.22% | 101 |
|
|
2022
Q4 | $1.23M | Sell |
10,248
-1,278
| -11% | -$153K | 0.24% | 104 |
|
|
2022
Q3 | $1.27M | Buy |
11,526
+101
| +0.9% | +$11.2K | 0.27% | 88 |
|
|
2022
Q2 | $1.48M | Buy |
11,425
+453
| +4% | +$58.6K | 0.31% | 75 |
|
|
2022
Q1 | $1.63M | Buy |
10,972
+274
| +3% | +$40.8K | 0.31% | 74 |
|
|
2021
Q4 | $1.9M | Sell |
10,698
-887
| -8% | -$158K | 0.37% | 66 |
|
|
2021
Q3 | $2.03M | Buy |
11,585
+273
| +2% | +$47.9K | 0.42% | 59 |
|
|
2021
Q2 | $2.25M | Buy |
11,312
+258
| +2% | +$51.2K | 0.51% | 49 |
|
|
2021
Q1 | $2.13M | Buy |
11,054
+5,029
| +83% | +$969K | 0.52% | 47 |
|
|
2020
Q4 | $1.05M | Buy |
6,025
+4,627
| +331% | +$809K | 0.27% | 81 |
|
|
2020
Q3 | $224K | Sell |
1,398
-4,844
| -78% | -$776K | 0.08% | 154 |
|
|
2020
Q2 | $974K | Sell |
6,242
-250
| -4% | -$39K | 0.38% | 67 |
|
|
2020
Q1 | $887K | Buy |
6,492
+572
| +10% | +$78.2K | 0.41% | 62 |
|
|
2019
Q4 | $1.05M | Sell |
5,920
-159
| -3% | -$28.1K | 0.38% | 73 |
|
|
2019
Q3 | $1M | Sell |
6,079
-1,018
| -14% | -$167K | 0.39% | 70 |
|
|
2019
Q2 | $1.23M | Sell |
7,097
-2,650
| -27% | -$460K | 0.49% | 56 |
|
|
2019
Q1 | $2.03M | Sell |
9,747
-383
| -4% | -$79.6K | 0.84% | 32 |
|
|
2018
Q4 | $1.93M | Buy |
10,130
+484
| +5% | +$92.3K | 0.97% | 24 |
|
|
2018
Q3 | $2.03M | Sell |
9,646
-66
| -0.7% | -$13.9K | 0.9% | 29 |
|
|
2018
Q2 | $1.91M | Buy |
9,712
+60
| +0.6% | +$11.8K | 0.88% | 30 |
|
|
2018
Q1 | $2.12M | Sell |
9,652
-766
| -7% | -$168K | 1.01% | 26 |
|
|
2017
Q4 | $2.45M | Sell |
10,418
-39
| -0.4% | -$9.18K | 1.23% | 22 |
|
|
2017
Q3 | $2.2M | Buy |
10,457
+404
| +4% | +$84.8K | 1.16% | 25 |
|
|
2017
Q2 | $2.09M | Sell |
10,053
-22
| -0.2% | -$4.58K | 1.16% | 28 |
|
|
2017
Q1 | $1.93M | Buy |
10,075
+19
| +0.2% | +$3.64K | 1.11% | 29 |
|
|
2016
Q4 | $1.8M | Buy |
10,056
+3
| +0% | +$536 | 1.09% | 30 |
|
|
2016
Q3 | $1.77M | Sell |
10,053
-97
| -1% | -$17.1K | 1.15% | 27 |
|
|
2016
Q2 | $1.78M | Sell |
10,150
-167
| -2% | -$29.3K | 1.24% | 25 |
|
|
2016
Q1 | $1.72M | Buy |
10,317
+207
| +2% | +$34.5K | 1.29% | 26 |
|
|
2015
Q4 | $1.52M | Buy |
10,110
+3
| +0% | +$452 | 1.24% | 26 |
|
|
2015
Q3 | $1.43M | Sell |
10,107
-1,160
| -10% | -$164K | 1.17% | 29 |
|
|
2015
Q2 | $1.74M | Sell |
11,267
-292
| -3% | -$45.1K | 1.3% | 25 |
|
|
2015
Q1 | $1.91M | Buy |
11,559
+8
| +0.1% | +$1.32K | 1.45% | 24 |
|
|
2014
Q4 | $1.9M | Sell |
11,551
-233
| -2% | -$38.3K | 1.47% | 23 |
|
|
2014
Q3 | $1.67M | Sell |
11,784
-42
| -0.4% | -$5.95K | 1.33% | 27 |
|
|
2014
Q2 | $1.69M | Buy |
11,826
+252
| +2% | +$36.1K | 1.33% | 27 |
|
|
2014
Q1 | $1.57M | Sell |
11,574
-2
| -0% | -$271 | 1.34% | 28 |
|
|
2013
Q4 | $1.62M | Buy |
+11,576
| New | +$1.62M | 1.41% | 25 |
|