Court Place Advisors’s 3M MMM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-2,521
| Closed | -$253K | – | 166 |
|
2022
Q4 | $253K | Hold |
2,521
| – | – | 0.09% | 144 |
|
2022
Q3 | $233K | Hold |
2,521
| – | – | 0.09% | 143 |
|
2022
Q2 | $273K | Hold |
2,521
| – | – | 0.1% | 140 |
|
2022
Q1 | $314K | Buy |
2,521
+359
| +17% | +$44.7K | 0.1% | 141 |
|
2021
Q4 | $321K | Hold |
2,162
| – | – | 0.09% | 150 |
|
2021
Q3 | $317K | Sell |
2,162
-51
| -2% | -$7.48K | 0.09% | 141 |
|
2021
Q2 | $367K | Hold |
2,213
| – | – | 0.11% | 137 |
|
2021
Q1 | $356K | Hold |
2,213
| – | – | 0.11% | 135 |
|
2020
Q4 | $323K | Hold |
2,213
| – | – | 0.11% | 131 |
|
2020
Q3 | $296K | Hold |
2,213
| – | – | 0.11% | 130 |
|
2020
Q2 | $289K | Buy |
2,213
+180
| +9% | +$23.5K | 0.11% | 134 |
|
2020
Q1 | $232K | Buy |
2,033
+179
| +10% | +$20.4K | 0.1% | 138 |
|
2019
Q4 | $273K | Buy |
1,854
+18
| +1% | +$2.65K | 0.1% | 150 |
|
2019
Q3 | $252K | Buy |
1,836
+162
| +10% | +$22.2K | 0.1% | 153 |
|
2019
Q2 | $243K | Buy |
1,674
+101
| +6% | +$14.7K | 0.1% | 154 |
|
2019
Q1 | $273K | Sell |
1,573
-31
| -2% | -$5.38K | 0.11% | 144 |
|
2018
Q4 | $256K | Hold |
1,604
| – | – | 0.12% | 140 |
|
2018
Q3 | $283K | Sell |
1,604
-60
| -4% | -$10.6K | 0.11% | 141 |
|
2018
Q2 | $274K | Buy |
1,664
+90
| +6% | +$14.8K | 0.11% | 138 |
|
2018
Q1 | $289K | Buy |
1,574
+520
| +49% | +$95.5K | 0.12% | 138 |
|
2017
Q4 | $207K | Buy |
+1,054
| New | +$207K | 0.09% | 159 |
|