Center for Financial Planning’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.13M | Hold |
7,432
| – | – | 0.13% | 56 |
|
|
2025
Q1 | $1.09M | Sell |
7,432
-30
| -0.4% | -$4.41K | 0.14% | 56 |
|
|
2024
Q4 | $963K | Hold |
7,462
| – | – | 0.13% | 57 |
|
|
2024
Q3 | $1.02M | Sell |
7,462
-709
| -9% | -$96.9K | 0.14% | 54 |
|
|
2024
Q2 | $835K | Sell |
8,171
-1,602
| -16% | -$164K | 0.12% | 62 |
|
|
2024
Q1 | $867K | Sell |
9,773
-204
| -2% | -$18.1K | 0.13% | 62 |
|
|
2023
Q4 | $912K | Hold |
9,977
| – | – | 0.17% | 58 |
|
|
2023
Q3 | $781K | Buy |
9,977
+140
| +1% | +$11K | 0.17% | 59 |
|
|
2023
Q2 | $823K | Hold |
9,837
| – | – | 0.17% | 58 |
|
|
2023
Q1 | $865K | Sell |
9,837
-114
| -1% | -$10K | 0.2% | 53 |
|
|
2022
Q4 | $998K | Sell |
9,951
-478
| -5% | -$47.9K | 0.24% | 47 |
|
|
2022
Q3 | $964K | Hold |
10,429
| – | – | 0.26% | 46 |
|
|
2022
Q2 | $1.13M | Hold |
10,429
| – | – | 0.29% | 40 |
|
|
2022
Q1 | $1.3M | Hold |
10,429
| – | – | 0.27% | 41 |
|
|
2021
Q4 | $1.55M | Sell |
10,429
-80
| -0.8% | -$11.9K | 0.32% | 34 |
|
|
2021
Q3 | $1.54M | Sell |
10,509
-66
| -0.6% | -$9.68K | 0.37% | 28 |
|
|
2021
Q2 | $1.76M | Buy |
10,575
+149
| +1% | +$24.7K | 0.43% | 23 |
|
|
2021
Q1 | $1.68M | Sell |
10,426
-29
| -0.3% | -$4.67K | 0.44% | 23 |
|
|
2020
Q4 | $1.53M | Sell |
10,455
-90
| -0.9% | -$13.2K | 0.43% | 24 |
|
|
2020
Q3 | $1.41M | Buy |
10,545
+27
| +0.3% | +$3.62K | 0.45% | 25 |
|
|
2020
Q2 | $1.37M | Sell |
10,518
-6
| -0.1% | -$783 | 0.48% | 23 |
|
|
2020
Q1 | $1.2M | Sell |
10,524
-123
| -1% | -$14K | 0.41% | 23 |
|
|
2019
Q4 | $1.57M | Buy |
+10,647
| New | +$1.57M | 0.39% | 20 |
|