Cladis Investment Advisory’s 3M MMM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $655K | Buy |
4,299
+2,000
| +87% | +$305K | 0.41% | 72 |
|
2025
Q1 | $338K | Hold |
2,299
| – | – | 0.24% | 96 |
|
2024
Q4 | $297K | Buy |
2,299
+150
| +7% | +$19.4K | 0.21% | 98 |
|
2024
Q3 | $294K | Sell |
2,149
-1,750
| -45% | -$239K | 0.2% | 103 |
|
2024
Q2 | $398K | Sell |
3,899
-2,209
| -36% | -$226K | 0.29% | 92 |
|
2024
Q1 | $542K | Buy |
6,108
+938
| +18% | +$83.2K | 0.4% | 74 |
|
2023
Q4 | $473K | Buy |
5,170
+419
| +9% | +$38.3K | 0.37% | 76 |
|
2023
Q3 | $372K | Buy |
4,751
+479
| +11% | +$37.5K | 0.33% | 79 |
|
2023
Q2 | $358K | Sell |
4,272
-221
| -5% | -$18.5K | 0.31% | 83 |
|
2023
Q1 | $395K | Sell |
4,493
-2,690
| -37% | -$236K | 0.35% | 80 |
|
2022
Q4 | $720K | Sell |
7,183
-598
| -8% | -$60K | 0.72% | 45 |
|
2022
Q3 | $719K | Buy |
+7,781
| New | +$719K | 0.78% | 39 |
|
2022
Q1 | – | Sell |
-5,573
| Closed | -$828K | – | 155 |
|
2021
Q4 | $828K | Buy |
+5,573
| New | +$828K | 0.66% | 45 |
|