Creative Planning’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.4M | Sell |
180,069
-4,077
| -2% | -$621K | 0.02% | 273 |
|
|
2025
Q1 | $27M | Buy |
184,146
+20,750
| +13% | +$3.05M | 0.03% | 259 |
|
|
2024
Q4 | $21.1M | Buy |
163,396
+10,158
| +7% | +$1.31M | 0.02% | 285 |
|
|
2024
Q3 | $20.9M | Buy |
153,238
+1,475
| +1% | +$202K | 0.02% | 274 |
|
|
2024
Q2 | $15.5M | Buy |
151,763
+10,599
| +8% | +$1.08M | 0.02% | 309 |
|
|
2024
Q1 | $15M | Sell |
141,164
-4,808
| -3% | -$510K | 0.02% | 314 |
|
|
2023
Q4 | $16M | Buy |
145,972
+4,570
| +3% | +$500K | 0.03% | 288 |
|
|
2023
Q3 | $13.2M | Buy |
141,402
+13,591
| +11% | +$1.27M | 0.02% | 302 |
|
|
2023
Q2 | $12.8M | Sell |
127,811
-10,503
| -8% | -$1.05M | 0.02% | 298 |
|
|
2023
Q1 | $14.5M | Sell |
138,314
-7,203
| -5% | -$757K | 0.02% | 263 |
|
|
2022
Q4 | $17.5M | Buy |
145,517
+2,358
| +2% | +$283K | 0.03% | 230 |
|
|
2022
Q3 | $15.8M | Sell |
143,159
-8,418
| -6% | -$930K | 0.03% | 220 |
|
|
2022
Q2 | $19.6M | Buy |
151,577
+17,325
| +13% | +$2.24M | 0.03% | 194 |
|
|
2022
Q1 | $20M | Buy |
134,252
+18,122
| +16% | +$2.7M | 0.03% | 204 |
|
|
2021
Q4 | $20.6M | Sell |
116,130
-11,778
| -9% | -$2.09M | 0.03% | 183 |
|
|
2021
Q3 | $22.4M | Sell |
127,908
-7,505
| -6% | -$1.32M | 0.04% | 167 |
|
|
2021
Q2 | $26.9M | Buy |
135,413
+3,858
| +3% | +$766K | 0.05% | 147 |
|
|
2021
Q1 | $25.3M | Sell |
131,555
-3,027
| -2% | -$583K | 0.05% | 143 |
|
|
2020
Q4 | $23.5M | Buy |
134,582
+6,898
| +5% | +$1.21M | 0.05% | 146 |
|
|
2020
Q3 | $20.5M | Buy |
127,684
+20,088
| +19% | +$3.22M | 0.05% | 135 |
|
|
2020
Q2 | $16.8M | Sell |
107,596
-3,182
| -3% | -$496K | 0.05% | 135 |
|
|
2020
Q1 | $15.1M | Sell |
110,778
-8,795
| -7% | -$1.2M | 0.05% | 129 |
|
|
2019
Q4 | $21.1M | Buy |
119,573
+5,364
| +5% | +$946K | 0.06% | 118 |
|
|
2019
Q3 | $18.8M | Sell |
114,209
-4,202
| -4% | -$691K | 0.06% | 128 |
|
|
2019
Q2 | $20.5M | Buy |
118,411
+9,912
| +9% | +$1.72M | 0.07% | 114 |
|
|
2019
Q1 | $22.5M | Buy |
108,499
+137
| +0.1% | +$28.5K | 0.08% | 96 |
|
|
2018
Q4 | $20.6M | Buy |
108,362
+120
| +0.1% | +$22.9K | 0.08% | 91 |
|
|
2018
Q3 | $22.8M | Buy |
108,242
+2,060
| +2% | +$434K | 0.08% | 91 |
|
|
2018
Q2 | $20.9M | Buy |
106,182
+2,502
| +2% | +$492K | 0.08% | 90 |
|
|
2018
Q1 | $22.8M | Buy |
103,680
+8,127
| +9% | +$1.78M | 0.09% | 86 |
|
|
2017
Q4 | $22.5M | Buy |
95,553
+11,398
| +14% | +$2.68M | 0.1% | 86 |
|
|
2017
Q3 | $17.7M | Buy |
84,155
+10,142
| +14% | +$2.13M | 0.08% | 97 |
|
|
2017
Q2 | $15.4M | Buy |
74,013
+2,304
| +3% | +$480K | 0.08% | 106 |
|
|
2017
Q1 | $13.7M | Sell |
71,709
-1,588
| -2% | -$304K | 0.07% | 104 |
|
|
2016
Q4 | $13.1M | Buy |
73,297
+1,350
| +2% | +$241K | 0.08% | 102 |
|
|
2016
Q3 | $12.7M | Buy |
71,947
+10,689
| +17% | +$1.88M | 0.08% | 104 |
|
|
2016
Q2 | $10.7M | Buy |
61,258
+8,110
| +15% | +$1.42M | 0.08% | 98 |
|
|
2016
Q1 | $8.86M | Sell |
53,148
-2,503
| -4% | -$417K | 0.07% | 108 |
|
|
2015
Q4 | $8.38M | Buy |
55,651
+5,528
| +11% | +$833K | 0.07% | 114 |
|
|
2015
Q3 | $7.11M | Sell |
50,123
-8
| -0% | -$1.13K | 0.06% | 125 |
|
|
2015
Q2 | $7.74M | Buy |
50,131
+9,473
| +23% | +$1.46M | 0.07% | 118 |
|
|
2015
Q1 | $6.71M | Buy |
40,658
+3,231
| +9% | +$533K | 0.06% | 122 |
|
|
2014
Q4 | $6.15M | Buy |
37,427
+2,708
| +8% | +$445K | 0.06% | 126 |
|
|
2014
Q3 | $4.92M | Buy |
34,719
+3,074
| +10% | +$436K | 0.06% | 134 |
|
|
2014
Q2 | $4.53M | Buy |
31,645
+1,806
| +6% | +$259K | 0.06% | 129 |
|
|
2014
Q1 | $4.05M | Buy |
29,839
+1,471
| +5% | +$200K | 0.06% | 119 |
|
|
2013
Q4 | $3.98M | Buy |
28,368
+2,817
| +11% | +$395K | 0.07% | 110 |
|
|
2013
Q3 | $3.05M | Buy |
25,551
+2,496
| +11% | +$298K | 0.06% | 108 |
|
|
2013
Q2 | $2.52M | Buy |
+23,055
| New | +$2.52M | 0.06% | 109 |
|