Charles Schwab Investment Advisory’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-1,673,248
| Closed | -$247M | – | 119 |
|
|
2019
Q4 | $247M | Buy |
1,673,248
+103,120
| +7% | +$15.2M | 0.35% | 86 |
|
|
2019
Q3 | $216M | Buy |
1,570,128
+99,913
| +7% | +$13.7M | 0.33% | 89 |
|
|
2019
Q2 | $213M | Buy |
1,470,215
+77,282
| +6% | +$11.2M | 0.34% | 85 |
|
|
2019
Q1 | $242M | Buy |
1,392,933
+35,637
| +3% | +$6.19M | 0.41% | 73 |
|
|
2018
Q4 | $216M | Buy |
1,357,296
+35,899
| +3% | +$5.72M | 0.41% | 79 |
|
|
2018
Q3 | $233M | Buy |
1,321,397
+24,678
| +2% | +$4.35M | 0.4% | 76 |
|
|
2018
Q2 | $213M | Buy |
+1,296,719
| New | +$213M | 0.39% | 77 |
|