CPIA
Cornell Pochily Investment Advisors’s 3M MMM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-1,717
| Closed | -$252K | – | 181 |
|
2025
Q1 | $252K | Sell |
1,717
-246
| -13% | -$36.1K | 0.09% | 149 |
|
2024
Q4 | $253K | Sell |
1,963
-59
| -3% | -$7.62K | 0.09% | 146 |
|
2024
Q3 | $276K | Buy |
2,022
+1
| +0% | +$137 | 0.1% | 151 |
|
2024
Q2 | $207K | Sell |
2,021
-38
| -2% | -$3.88K | 0.08% | 164 |
|
2024
Q1 | $218K | Sell |
2,059
-785
| -28% | -$83.3K | 0.09% | 163 |
|
2023
Q4 | $311K | Sell |
2,844
-889
| -24% | -$97.2K | 0.13% | 141 |
|
2023
Q3 | $349K | Sell |
3,733
-1,514
| -29% | -$142K | 0.15% | 128 |
|
2023
Q2 | $525K | Sell |
5,247
-2,020
| -28% | -$202K | 0.22% | 105 |
|
2023
Q1 | $764K | Sell |
7,267
-12
| -0.2% | -$1.26K | 0.33% | 87 |
|
2022
Q4 | $873K | Sell |
7,279
-1,032
| -12% | -$124K | 0.39% | 79 |
|
2022
Q3 | $918K | Sell |
8,311
-1,314
| -14% | -$145K | 0.4% | 69 |
|
2022
Q2 | $1.25M | Sell |
9,625
-703
| -7% | -$91K | 0.56% | 57 |
|
2022
Q1 | $1.54M | Sell |
10,328
-132
| -1% | -$19.7K | 0.6% | 46 |
|
2021
Q4 | $1.86M | Buy |
10,460
+35
| +0.3% | +$6.22K | 0.72% | 40 |
|
2021
Q3 | $1.83M | Buy |
10,425
+412
| +4% | +$72.3K | 0.79% | 39 |
|
2021
Q2 | $1.99M | Buy |
10,013
+493
| +5% | +$97.9K | 0.87% | 34 |
|
2021
Q1 | $1.83M | Buy |
9,520
+409
| +4% | +$78.8K | 0.88% | 32 |
|
2020
Q4 | $1.59M | Buy |
9,111
+160
| +2% | +$28K | 0.77% | 37 |
|
2020
Q3 | $1.43M | Buy |
8,951
+18
| +0.2% | +$2.88K | 0.82% | 32 |
|
2020
Q2 | $1.39M | Buy |
8,933
+223
| +3% | +$34.8K | 0.86% | 33 |
|
2020
Q1 | $1.19M | Buy |
8,710
+115
| +1% | +$15.7K | 0.88% | 31 |
|
2019
Q4 | $1.52M | Buy |
8,595
+61
| +0.7% | +$10.8K | 0.9% | 32 |
|
2019
Q3 | $1.4M | Sell |
8,534
-955
| -10% | -$157K | 0.9% | 34 |
|
2019
Q2 | $1.65K | Buy |
9,489
+625
| +7% | +$108 | 0.41% | 33 |
|
2019
Q1 | $1.84M | Sell |
8,864
-1,089
| -11% | -$226K | 1.26% | 23 |
|
2018
Q4 | $1.9M | Buy |
9,953
+1,002
| +11% | +$191K | 1.23% | 20 |
|
2018
Q3 | $1.89M | Hold |
8,951
| – | – | 1.28% | 22 |
|
2018
Q2 | $1.76M | Sell |
8,951
-317
| -3% | -$62.3K | 1.22% | 20 |
|
2018
Q1 | $2.03M | Sell |
9,268
-553
| -6% | -$121K | 1.44% | 16 |
|
2017
Q4 | $2.31M | Buy |
+9,821
| New | +$2.31M | 1.49% | 16 |
|