Capital Advisory Group Advisory Services’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,846
| Closed | -$291K | – | 155 |
|
|
2024
Q2 | $291K | Sell |
2,846
-3,911
| -58% | -$400K | 0.12% | 125 |
|
|
2024
Q1 | $599K | Buy |
6,757
+3,161
| +88% | +$280K | 0.28% | 79 |
|
|
2023
Q4 | $329K | Buy |
3,596
+813
| +29% | +$74.3K | 0.18% | 108 |
|
|
2023
Q3 | $218K | Buy |
+2,783
| New | +$218K | 0.12% | 135 |
|
|
2022
Q2 | – | Sell |
-1,311
| Closed | -$163K | – | 370 |
|
|
2022
Q1 | $163K | Sell |
1,311
-159
| -11% | -$19.8K | 0.08% | 167 |
|
|
2021
Q4 | $218K | Sell |
1,470
-884
| -38% | -$131K | 0.09% | 156 |
|
|
2021
Q3 | $345K | Buy |
2,354
+159
| +7% | +$23.3K | 0.13% | 147 |
|
|
2021
Q2 | $364K | Buy |
2,195
+645
| +42% | +$107K | 0.13% | 136 |
|
|
2021
Q1 | $250K | Buy |
1,550
+116
| +8% | +$18.7K | 0.1% | 158 |
|
|
2020
Q4 | $210K | Buy |
1,434
+60
| +4% | +$8.79K | 0.09% | 177 |
|
|
2020
Q3 | $184K | Buy |
1,374
+31
| +2% | +$4.15K | 0.1% | 141 |
|
|
2020
Q2 | $175K | Sell |
1,343
-528
| -28% | -$68.8K | 0.1% | 142 |
|
|
2020
Q1 | $214K | Sell |
1,871
-846
| -31% | -$96.8K | 0.27% | 59 |
|
|
2019
Q4 | $401K | Buy |
2,717
+1,578
| +139% | +$233K | 0.21% | 61 |
|
|
2019
Q3 | $155K | Hold |
1,139
| – | – | 0.1% | 85 |
|
|
2019
Q2 | $164K | Buy |
1,139
+24
| +2% | +$3.46K | 0.11% | 91 |
|
|
2019
Q1 | $194K | Sell |
1,115
-376
| -25% | -$65.4K | 0.14% | 76 |
|
|
2018
Q4 | $239K | Buy |
1,491
+167
| +13% | +$26.8K | 0.19% | 61 |
|
|
2018
Q3 | $232K | Hold |
1,324
| – | – | 0.15% | 72 |
|
|
2018
Q2 | $220K | Buy |
1,324
+36
| +3% | +$5.98K | 0.16% | 70 |
|
|
2018
Q1 | $236K | Buy |
+1,288
| New | +$236K | 0.17% | 69 |
|