Caldwell Trust’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.32M | Buy |
15,230
+165
|
|
||||
|
2025
Q1 | $2.21M | Sell |
15,065
-282
|
|
||||
|
2024
Q4 | $1.98M | Sell |
15,347
-700
|
|
||||
|
2024
Q3 | $2.19M | Sell |
16,047
-120
|
|
||||
|
2024
Q2 | $1.65M | Sell |
16,167
-12,922
|
|
||||
|
2024
Q1 | $2.58M | Sell |
29,089
-1,887
|
|
||||
|
2023
Q4 | $2.83M | Sell |
30,976
-2,739
|
|
||||
|
2023
Q3 | $2.64M | Sell |
33,715
-1,431
|
|
||||
|
2023
Q2 | $2.94M | Sell |
35,146
-2,660
|
|
||||
|
2023
Q1 | $3.32M | Sell |
37,806
-299
|
|
||||
|
2022
Q4 | $3.82M | Sell |
38,105
-916
|
|
||||
|
2022
Q3 | $3.61M | Sell |
39,021
-980
|
|
||||
|
2022
Q2 | $4.33M | Sell |
40,001
-236
|
|
||||
|
2022
Q1 | $5.01M | Sell |
40,237
-708
|
|
||||
|
2021
Q4 | $6.08M | Sell |
40,945
-1,014
|
|
||||
|
2021
Q3 | $6.15M | Buy |
41,959
+4,864
|
|
||||
|
2021
Q2 | $6.16M | Buy |
37,095
+270
|
|
||||
|
2021
Q1 | $5.93M | Sell |
36,825
-282
|
|
||||
|
2020
Q4 | $5.42M | Sell |
37,107
-506
|
|
||||
|
2020
Q3 | $5.04M | Sell |
37,613
-1,258
|
|
||||
|
2020
Q2 | $5.07M | Sell |
38,871
-611
|
|
||||
|
2020
Q1 | $4.51M | Sell |
39,482
-742
|
|
||||
|
2019
Q4 | $5.93M | Buy |
+40,224
|
|