D.B. Root & Company’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-10,045
| Closed | -$883K | – | 177 |
|
|
2023
Q1 | $883K | Buy |
10,045
+1,046
| +12% | +$91.9K | 0.35% | 81 |
|
|
2022
Q4 | $902K | Buy |
8,999
+970
| +12% | +$97.3K | 0.38% | 73 |
|
|
2022
Q3 | $741K | Buy |
8,029
+55
| +0.7% | +$5.08K | 0.34% | 77 |
|
|
2022
Q2 | $862K | Buy |
7,974
+639
| +9% | +$69.1K | 0.37% | 73 |
|
|
2022
Q1 | $913K | Buy |
7,335
+490
| +7% | +$61K | 0.34% | 72 |
|
|
2021
Q4 | $1.02M | Buy |
6,845
+175
| +3% | +$26K | 0.37% | 66 |
|
|
2021
Q3 | $978K | Buy |
6,670
+169
| +3% | +$24.8K | 0.38% | 65 |
|
|
2021
Q2 | $1.08M | Sell |
6,501
-52
| -0.8% | -$8.63K | 0.4% | 57 |
|
|
2021
Q1 | $1.06M | Sell |
6,553
-4,185
| -39% | -$674K | 0.41% | 55 |
|
|
2020
Q4 | $1.57M | Buy |
10,738
+381
| +4% | +$55.7K | 0.63% | 33 |
|
|
2020
Q3 | $1.39M | Buy |
10,357
+4,330
| +72% | +$580K | 0.56% | 37 |
|
|
2020
Q2 | $786K | Buy |
+6,027
| New | +$786K | 0.34% | 78 |
|