Cape Investment Advisory’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30.2K | Sell |
198
-81
| -29% | -$12.3K | 0.01% | 447 |
|
|
2025
Q1 | $41K | Sell |
279
-8
| -3% | -$1.18K | 0.02% | 366 |
|
|
2024
Q4 | $37.1K | Sell |
287
-109
| -28% | -$14.1K | 0.01% | 375 |
|
|
2024
Q3 | $54.2K | Hold |
396
| – | – | 0.02% | 309 |
|
|
2024
Q2 | $40.4K | Sell |
396
-75
| -16% | -$7.66K | 0.02% | 325 |
|
|
2024
Q1 | $41.8K | Buy |
471
+8
| +2% | +$710 | 0.02% | 333 |
|
|
2023
Q4 | $42.3K | Buy |
463
+139
| +43% | +$12.7K | 0.02% | 375 |
|
|
2023
Q3 | $25.4K | Buy |
324
+1
| +0.3% | +$78 | 0.01% | 404 |
|
|
2023
Q2 | $27K | Buy |
323
+25
| +8% | +$2.09K | 0.02% | 389 |
|
|
2023
Q1 | $26.2K | Buy |
+298
| New | +$26.2K | 0.02% | 379 |
|