Charter Oak Capital Management’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $293K | Buy |
1,923
+541
| +39% | +$82.4K | 0.02% | 164 |
|
|
2025
Q1 | $203K | Buy |
+1,382
| New | +$203K | 0.02% | 192 |
|
|
2022
Q3 | – | Sell |
-1,857
| Closed | -$201K | – | 588 |
|
|
2022
Q2 | $201K | Buy |
1,857
+223
| +14% | +$24.1K | 0.03% | 170 |
|
|
2022
Q1 | $203K | Buy |
1,634
+366
| +29% | +$45.5K | 0.02% | 181 |
|
|
2021
Q4 | $188K | Buy |
1,268
+3
| +0.2% | +$445 | 0.02% | 189 |
|
|
2021
Q3 | $186K | Buy |
1,265
+2
| +0.2% | +$294 | 0.02% | 180 |
|
|
2021
Q2 | $210K | Sell |
1,263
-201
| -14% | -$33.4K | 0.03% | 164 |
|
|
2021
Q1 | $236K | Buy |
1,464
+1
| +0.1% | +$161 | 0.03% | 155 |
|
|
2020
Q4 | $214K | Buy |
+1,463
| New | +$214K | 0.03% | 154 |
|