Charter Research & Investment Group’s 3M MMM Stock Holding History

Charter Research & Investment Group’s Portfolio MMM Stock Details MMM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$291K	Sell	1,910 -58	-3%	-$8.83K	0.22%	69
2025 Q1	$289K	Buy	1,968 +58	+3%	+$8.52K	0.22%	68
2024 Q4	$247K	Hold	1,910	–	–	0.19%	72
2024 Q3	$261K	Sell	1,910 -101	-5%	-$13.8K	0.19%	73
2024 Q2	$206K	Sell	2,011 -394	-16%	-$40.3K	0.16%	81
2024 Q1	$213K	Sell	2,405 -90	-4%	-$7.98K	0.17%	80
2023 Q4	$228K	Buy	+2,495	New	+$228K	0.19%	73
2023 Q3	–	Sell	-2,495	Closed	-$209K	–	76
2023 Q2	$209K	Hold	2,495	–	–	0.17%	76
2023 Q1	$219K	Sell	2,495 -90	-3%	-$7.91K	0.19%	71
2022 Q4	$259K	Sell	2,585 -447	-15%	-$44.8K	0.25%	68
2022 Q3	$280K	Sell	3,032 -283	-9%	-$26.1K	0.28%	65
2022 Q2	$359K	Sell	3,315 -403	-11%	-$43.6K	0.33%	61
2022 Q1	$463K	Hold	3,718	–	–	0.38%	57
2021 Q4	$552K	Sell	3,718 -27	-0.7%	-$4.01K	0.43%	52
2021 Q3	$549K	Hold	3,745	–	–	0.46%	50
2021 Q2	$622K	Hold	3,745	–	–	0.52%	46
2021 Q1	$603K	Hold	3,745	–	–	0.53%	45
2020 Q4	$547K	Buy	3,745 +718	+24%	+$105K	0.53%	46
2020 Q3	$405K	Hold	3,027	–	–	0.44%	51
2020 Q2	$395K	Hold	3,027	–	–	0.46%	56
2020 Q1	$346K	Hold	3,027	–	–	0.46%	52
2019 Q4	$447K	Sell	3,027 -463	-13%	-$68.4K	0.45%	53
2019 Q3	$480K	Hold	3,490	–	–	0.52%	52
2019 Q2	$506K	Hold	3,490	–	–	0.56%	46
2019 Q1	$606K	Sell	3,490 -39	-1%	-$6.77K	0.67%	44
2018 Q4	$562K	Hold	3,529	–	–	0.71%	42
2018 Q3	$622K	Hold	3,529	–	–	0.68%	42
2018 Q2	$581K	Hold	3,529	–	–	0.67%	41
2018 Q1	$648K	Buy	3,529 +357	+11%	+$65.6K	0.77%	39
2017 Q4	$624K	Buy	+3,172	New	+$624K	0.7%	39
2016 Q3	$523K	Hold	3,551	–	–	0.61%	42
2016 Q2	$520K	Sell	3,551 -837	-19%	-$123K	0.59%	44
2016 Q1	$611K	Sell	4,388 -80	-2%	-$11.1K	0.7%	40
2015 Q4	$563K	Hold	4,468	–	–	0.65%	41
2015 Q3	$530K	Sell	4,468 -3	-0.1%	-$356	0.7%	39
2015 Q2	$577K	Hold	4,471	–	–	0.64%	40
2015 Q1	$617K	Hold	4,471	–	–	0.68%	39
2014 Q4	$614K	Buy	+4,471	New	+$614K	0.67%	41