Chicago Partners Investment Group’s 3M MMM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $946K | Buy |
6,271
+317
| +5% | +$47.8K | 0.03% | 411 |
|
2025
Q1 | $826K | Sell |
5,954
-409
| -6% | -$56.7K | 0.03% | 397 |
|
2024
Q4 | $856K | Buy |
6,363
+794
| +14% | +$107K | 0.03% | 379 |
|
2024
Q3 | $712K | Buy |
5,569
+531
| +11% | +$67.9K | 0.03% | 403 |
|
2024
Q2 | $639K | Sell |
5,038
-1,292
| -20% | -$164K | 0.02% | 410 |
|
2024
Q1 | $492K | Buy |
6,330
+178
| +3% | +$13.8K | 0.02% | 455 |
|
2023
Q4 | $480K | Buy |
6,152
+268
| +5% | +$20.9K | 0.02% | 440 |
|
2023
Q3 | $421K | Sell |
5,884
-387
| -6% | -$27.7K | 0.02% | 444 |
|
2023
Q2 | $571K | Buy |
6,271
+1,265
| +25% | +$115K | 0.03% | 386 |
|
2023
Q1 | $440K | Sell |
5,006
-859
| -15% | -$75.5K | 0.03% | 413 |
|
2022
Q4 | $573K | Sell |
5,865
-129
| -2% | -$12.6K | 0.04% | 343 |
|
2022
Q3 | $625K | Buy |
5,994
+910
| +18% | +$94.9K | 0.04% | 297 |
|
2022
Q2 | $609K | Buy |
5,084
+159
| +3% | +$19K | 0.04% | 297 |
|
2022
Q1 | $613K | Sell |
4,925
-84
| -2% | -$10.5K | 0.05% | 280 |
|
2021
Q4 | $662K | Buy |
5,009
+140
| +3% | +$18.5K | 0.05% | 292 |
|
2021
Q3 | $734K | Sell |
4,869
-439
| -8% | -$66.2K | 0.05% | 278 |
|
2021
Q2 | $895K | Sell |
5,308
-438
| -8% | -$73.9K | 0.07% | 236 |
|
2021
Q1 | $959K | Sell |
5,746
-229
| -4% | -$38.2K | 0.08% | 201 |
|
2020
Q4 | $844K | Buy |
5,975
+186
| +3% | +$26.3K | 0.08% | 198 |
|
2020
Q3 | $801K | Sell |
5,789
-9
| -0.2% | -$1.25K | 0.09% | 170 |
|
2020
Q2 | $791K | Buy |
5,798
+75
| +1% | +$10.2K | 0.1% | 163 |
|
2020
Q1 | $701K | Buy |
5,723
+14
| +0.2% | +$1.72K | 0.11% | 150 |
|
2019
Q4 | $864K | Buy |
5,709
+460
| +9% | +$69.6K | 0.11% | 141 |
|
2019
Q3 | $711K | Buy |
5,249
+124
| +2% | +$16.8K | 0.1% | 154 |
|
2019
Q2 | $748K | Buy |
5,125
+95
| +2% | +$13.9K | 0.11% | 139 |
|
2019
Q1 | $921K | Sell |
5,030
-1,274
| -20% | -$233K | 0.14% | 116 |
|
2018
Q4 | $1.02M | Buy |
6,304
+119
| +2% | +$19.3K | 0.15% | 120 |
|
2018
Q3 | $961K | Buy |
6,185
+4,593
| +289% | +$714K | 0.14% | 118 |
|
2018
Q2 | $262K | Buy |
1,592
+864
| +119% | +$142K | 0.04% | 238 |
|
2018
Q1 | $134K | Hold |
728
| – | – | 0.02% | 311 |
|
2017
Q4 | $143K | Sell |
728
-1,794
| -71% | -$352K | 0.02% | 305 |
|
2017
Q3 | $443K | Sell |
2,522
-2,523
| -50% | -$443K | 0.08% | 173 |
|
2017
Q2 | $816K | Buy |
+5,045
| New | +$816K | 0.21% | 86 |
|
2017
Q1 | – | Sell |
-20
| Closed | -$3K | – | 577 |
|
2016
Q4 | $3K | Buy |
+20
| New | +$3K | ﹤0.01% | 489 |
|
2016
Q1 | – | Sell |
-1,110
| Closed | -$140K | – | 469 |
|
2015
Q4 | $140K | Buy |
+1,110
| New | +$140K | 0.07% | 196 |
|