Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.22M Hold
8,416
0.1% 78
2025
Q4
$1.35M Hold
8,416
0.11% 75
2025
Q3
$1.31M Hold
8,416
0.11% 74
2025
Q2
$1.28M Sell
8,416
-1,829
-18% -$261K 0.12% 76
2025
Q1
$1.5M Hold
10,245
0.15% 69
2024
Q4
$1.32M Sell
10,245
-1,505
-13% -$197K 0.11% 80
2024
Q3
$1.61M Hold
11,750
0.13% 74
2024
Q2
$1.2M Sell
11,750
-2,303
-16% -$224K 0.11% 80
2024
Q1
$1.25M Sell
14,053
-1,435
-9% -$119K 0.13% 72
2023
Q4
$1.24M Hold
15,488
0.13% 74
2023
Q3
$1.21M Hold
15,488
0.15% 67
2023
Q2
$1.43M Hold
15,488
0.16% 55
2023
Q1
$1.37M Hold
15,488
0.17% 58
2022
Q4
$1.55M Hold
15,488
0.2% 56
2022
Q3
$1.43M Sell
15,488
-981
-6% -$108K 0.23% 51
2022
Q2
$1.78M Hold
16,469
0.26% 48
2022
Q1
$2.05M Buy
16,469
+852
+5% +$113K 0.26% 46
2021
Q4
$2.32M Sell
15,617
-639
-4% -$95.2K 0.3% 44
2021
Q3
$2.38M Buy
16,256
+1,749
+12% +$283K 0.32% 45
2021
Q2
$2.41M Hold
14,507
0.33% 44
2021
Q1
$2.34M Hold
14,507
0.34% 44
2020
Q4
$2.12M Hold
14,507
0.34% 42
2020
Q3
$1.94M Hold
14,507
0.28% 42
2020
Q2
$1.89M Hold
14,507
0.23% 43
2020
Q1
$1.66M Sell
14,507
-31,921
-69% -$4.2M 0.27% 37
2019
Q4
$6.85M Buy
46,428
+12,488
+37% +$1.75M 0.63% 24
2019
Q3
$4.67M Buy
+33,940
New +$4.74M 0.6% 27

Other funds holding MMM