Crewe 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 | $494K | Hold |
3,244
| – | – | 0.07% | 89 |
|
|
2025
Q1 | $476K | Sell |
3,244
-425
| -12% | -$62.4K | 0.07% | 80 |
|
|
2024
Q4 | $474K | Buy |
3,669
+4
| +0.1% | +$516 | 0.07% | 77 |
|
|
2024
Q3 | $501K | Buy |
3,665
+3
| +0.1% | +$410 | 0.06% | 83 |
|
|
2024
Q2 | $374K | Buy |
3,662
+219
| +6% | +$22.4K | 0.04% | 126 |
|
|
2024
Q1 | $305K | Buy |
+3,443
| New | +$305K | 0.04% | 137 |
|
|
2023
Q4 | – | Sell |
-4,035
| Closed | -$316K | – | 594 |
|
|
2023
Q3 | $316K | Buy |
4,035
+48
| +1% | +$3.76K | 0.05% | 60 |
|
|
2023
Q2 | $334K | Buy |
3,987
+6
| +0.2% | +$502 | 0.05% | 103 |
|
|
2023
Q1 | $350K | Sell |
3,981
-9
| -0.2% | -$791 | 0.05% | 108 |
|
|
2022
Q4 | $400K | Buy |
3,990
+407
| +11% | +$40.8K | 0.06% | 92 |
|
|
2022
Q3 | $331K | Buy |
3,583
+79
| +2% | +$7.3K | 0.06% | 96 |
|
|
2022
Q2 | $379K | Buy |
3,504
+121
| +4% | +$13.1K | 0.08% | 75 |
|
|
2022
Q1 | $421K | Buy |
3,383
+2,923
| +635% | +$364K | 0.08% | 63 |
|
|
2021
Q4 | $68K | Buy |
460
+20
| +5% | +$2.96K | 0.01% | 165 |
|
|
2021
Q3 | $65K | Hold |
440
| – | – | 0.02% | 138 |
|
|
2021
Q2 | $73K | Hold |
440
| – | – | 0.02% | 131 |
|
|
2021
Q1 | $71K | Hold |
440
| – | – | 0.02% | 127 |
|
|
2020
Q4 | $64K | Sell |
440
-29
| -6% | -$4.22K | 0.03% | 119 |
|
|
2020
Q3 | $63K | Buy |
469
+29
| +7% | +$3.9K | 0.03% | 109 |
|
|
2020
Q2 | $57K | Hold |
440
| – | – | 0.03% | 99 |
|
|
2020
Q1 | $50K | Sell |
440
-218
| -33% | -$24.8K | 0.03% | 91 |
|
|
2019
Q4 | $97K | Buy |
658
+17
| +3% | +$2.51K | 0.04% | 84 |
|
|
2019
Q3 | $88K | Sell |
641
-165
| -20% | -$22.7K | 0.04% | 87 |
|
|
2019
Q2 | $117K | Buy |
806
+160
| +25% | +$23.2K | 0.04% | 106 |
|
|
2019
Q1 | $112K | Sell |
646
-294
| -31% | -$51K | 0.04% | 86 |
|
|
2018
Q4 | $150K | Hold |
940
| – | – | 0.05% | 64 |
|
|
2018
Q3 | $166K | Hold |
940
| – | – | 0.14% | 61 |
|
|
2018
Q2 | $155K | Hold |
940
| – | – | 0.14% | 59 |
|
|
2018
Q1 | $173K | Sell |
940
-191
| -17% | -$35.2K | 0.17% | 56 |
|
|
2017
Q4 | $223K | Buy |
+1,131
| New | +$223K | 0.22% | 44 |
|