Capital Investment 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 | $10.2M | Sell |
66,963
-2,061
| -3% | -$314K | 0.18% | 105 |
|
2025
Q1 | $10.1M | Sell |
69,024
-328
| -0.5% | -$48.2K | 0.2% | 102 |
|
2024
Q4 | $8.95M | Sell |
69,352
-2,339
| -3% | -$302K | 0.18% | 103 |
|
2024
Q3 | $9.8M | Sell |
71,691
-1,313
| -2% | -$179K | 0.2% | 101 |
|
2024
Q2 | $7.46M | Sell |
73,004
-132,206
| -64% | -$13.5M | 0.17% | 110 |
|
2024
Q1 | $18.2M | Buy |
205,210
+28,031
| +16% | +$2.49M | 0.42% | 69 |
|
2023
Q4 | $16.2M | Buy |
177,179
+946
| +0.5% | +$86.5K | 0.41% | 66 |
|
2023
Q3 | $13.8M | Buy |
176,233
+22,076
| +14% | +$1.73M | 0.38% | 69 |
|
2023
Q2 | $12.9M | Buy |
154,157
+10,987
| +8% | +$919K | 0.39% | 65 |
|
2023
Q1 | $12.6M | Buy |
143,170
+22,641
| +19% | +$1.99M | 0.37% | 68 |
|
2022
Q4 | $12.1M | Buy |
120,529
+3,311
| +3% | +$332K | 0.37% | 69 |
|
2022
Q3 | $10.8M | Buy |
117,218
+11,678
| +11% | +$1.08M | 0.37% | 68 |
|
2022
Q2 | $11.4M | Buy |
105,540
+10,078
| +11% | +$1.09M | 0.38% | 66 |
|
2022
Q1 | $11.9M | Buy |
95,462
+13,412
| +16% | +$1.67M | 0.36% | 67 |
|
2021
Q4 | $12.2M | Buy |
82,050
+7,562
| +10% | +$1.12M | 0.37% | 63 |
|
2021
Q3 | $10.9M | Sell |
74,488
-67,454
| -48% | -$9.89M | 0.37% | 65 |
|
2021
Q2 | $23.6M | Buy |
141,942
+11,326
| +9% | +$1.88M | 0.81% | 32 |
|
2021
Q1 | $21M | Buy |
130,616
+11,218
| +9% | +$1.81M | 0.79% | 33 |
|
2020
Q4 | $17.4M | Buy |
119,398
+4,947
| +4% | +$723K | 0.73% | 37 |
|
2020
Q3 | $15.3M | Buy |
114,451
+9,461
| +9% | +$1.27M | 0.73% | 34 |
|
2020
Q2 | $13.7M | Buy |
104,990
+9,288
| +10% | +$1.21M | 0.71% | 35 |
|
2020
Q1 | $10.9M | Buy |
95,702
+21,546
| +29% | +$2.46M | 0.7% | 38 |
|
2019
Q4 | $10.9M | Buy |
74,156
+8,707
| +13% | +$1.28M | 0.53% | 47 |
|
2019
Q3 | $9M | Buy |
65,449
+11,169
| +21% | +$1.54M | 0.47% | 57 |
|
2019
Q2 | $7.87M | Buy |
54,280
+41,539
| +326% | +$6.02M | 0.43% | 62 |
|
2019
Q1 | $2.21M | Buy |
12,741
+1,241
| +11% | +$216K | 0.13% | 136 |
|
2018
Q4 | $1.83M | Buy |
11,500
+305
| +3% | +$48.6K | 0.12% | 139 |
|
2018
Q3 | $1.97M | Sell |
11,195
-217
| -2% | -$38.2K | 0.12% | 141 |
|
2018
Q2 | $1.88M | Buy |
11,412
+251
| +2% | +$41.3K | 0.12% | 144 |
|
2018
Q1 | $2.05M | Buy |
11,161
+61
| +0.5% | +$11.2K | 0.13% | 138 |
|
2017
Q4 | $2.18M | Sell |
11,100
-172
| -2% | -$33.8K | 0.14% | 134 |
|
2017
Q3 | $1.98M | Sell |
11,272
-1,511
| -12% | -$265K | 0.14% | 142 |
|
2017
Q2 | $2.23M | Buy |
12,783
+1,134
| +10% | +$197K | 0.16% | 129 |
|
2017
Q1 | $1.86M | Buy |
11,649
+282
| +2% | +$45.1K | 0.14% | 140 |
|
2016
Q4 | $1.7M | Sell |
11,367
-89
| -0.8% | -$13.3K | 0.14% | 141 |
|
2016
Q3 | $1.69M | Buy |
11,456
+745
| +7% | +$110K | 0.15% | 136 |
|
2016
Q2 | $1.57M | Buy |
10,711
+222
| +2% | +$32.5K | 0.15% | 132 |
|
2016
Q1 | $1.46M | Sell |
10,489
-233
| -2% | -$32.5K | 0.14% | 136 |
|
2015
Q4 | $1.35M | Buy |
10,722
+243
| +2% | +$30.6K | 0.14% | 143 |
|
2015
Q3 | $1.24M | Sell |
10,479
-57
| -0.5% | -$6.76K | 0.14% | 147 |
|
2015
Q2 | $1.36M | Sell |
10,536
-246
| -2% | -$31.7K | 0.15% | 145 |
|
2015
Q1 | $1.49M | Sell |
10,782
-54
| -0.5% | -$7.45K | 0.16% | 136 |
|
2014
Q4 | $1.49M | Sell |
10,836
-1,425
| -12% | -$196K | 0.16% | 138 |
|
2014
Q3 | $1.45M | Buy |
12,261
+25
| +0.2% | +$2.96K | 0.17% | 136 |
|
2014
Q2 | $1.47M | Sell |
12,236
-534
| -4% | -$63.9K | 0.17% | 136 |
|
2014
Q1 | $1.45M | Sell |
12,770
-1,681
| -12% | -$191K | 0.18% | 133 |
|
2013
Q4 | $1.7M | Buy |
+14,451
| New | +$1.7M | 0.22% | 109 |
|