Claro Advisors’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $285K | Sell |
1,874
-1,251
| -40% | -$190K | 0.05% | 305 |
|
|
2025
Q1 | $459K | Buy |
3,125
+145
| +5% | +$21.3K | 0.06% | 286 |
|
|
2024
Q4 | $385K | Buy |
2,980
+145
| +5% | +$18.7K | 0.05% | 296 |
|
|
2024
Q3 | $388K | Buy |
2,835
+650
| +30% | +$88.9K | 0.05% | 313 |
|
|
2024
Q2 | $223K | Sell |
2,185
-83
| -4% | -$8.48K | 0.03% | 386 |
|
|
2024
Q1 | $201K | Buy |
+2,268
| New | +$201K | 0.03% | 400 |
|
|
2023
Q4 | – | Sell |
-3,718
| Closed | -$291K | – | 408 |
|
|
2023
Q3 | $291K | Buy |
3,718
+574
| +18% | +$44.9K | 0.07% | 274 |
|
|
2023
Q2 | $263K | Sell |
3,144
-333
| -10% | -$27.9K | 0.07% | 285 |
|
|
2023
Q1 | $306K | Buy |
3,477
+601
| +21% | +$52.8K | 0.09% | 248 |
|
|
2022
Q4 | $288K | Sell |
2,876
-677
| -19% | -$67.9K | 0.09% | 229 |
|
|
2022
Q3 | $384K | Hold |
3,553
| – | – | 0.15% | 158 |
|
|
2022
Q2 | $384K | Sell |
3,553
-737
| -17% | -$79.7K | 0.15% | 158 |
|
|
2022
Q1 | $637K | Hold |
4,290
| – | – | 0.23% | 119 |
|
|
2021
Q4 | $637K | Buy |
4,290
+391
| +10% | +$58.1K | 0.23% | 119 |
|
|
2021
Q3 | $572K | Buy |
3,899
+498
| +15% | +$73.1K | 0.24% | 122 |
|
|
2021
Q2 | $565K | Buy |
3,401
+73
| +2% | +$12.1K | 0.25% | 114 |
|
|
2021
Q1 | $536K | Buy |
3,328
+122
| +4% | +$19.6K | 0.27% | 105 |
|
|
2020
Q4 | $469K | Buy |
3,206
+856
| +36% | +$125K | 0.25% | 115 |
|
|
2020
Q3 | $315K | Sell |
2,350
-232
| -9% | -$31.1K | 0.2% | 135 |
|
|
2020
Q2 | $337K | Buy |
2,582
+8
| +0.3% | +$1.04K | 0.23% | 120 |
|
|
2020
Q1 | $294K | Buy |
2,574
+532
| +26% | +$60.8K | 0.27% | 111 |
|
|
2019
Q4 | $301K | Sell |
2,042
-151
| -7% | -$22.3K | 0.23% | 118 |
|
|
2019
Q3 | $302K | Buy |
2,193
+112
| +5% | +$15.4K | 0.27% | 118 |
|
|
2019
Q2 | $302K | Buy |
2,081
+361
| +21% | +$52.4K | 0.28% | 115 |
|
|
2019
Q1 | $299K | Sell |
1,720
-3
| -0.2% | -$522 | 0.3% | 108 |
|
|
2018
Q4 | $304K | Buy |
+1,723
| New | +$304K | 0.24% | 95 |
|