DBIA
Dumont & Blake Investment Advisors’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.03M | Sell |
6,780
-10
| -0.1% | -$1.52K | 0.27% | 88 |
|
|
2025
Q1 | $997K | Buy |
6,790
+14
| +0.2% | +$2.06K | 0.28% | 87 |
|
|
2024
Q4 | $875K | Hold |
6,776
| – | – | 0.23% | 100 |
|
|
2024
Q3 | $926K | Sell |
6,776
-6,942
| -51% | -$949K | 0.25% | 97 |
|
|
2024
Q2 | $1.4M | Buy |
13,718
+6,639
| +94% | +$678K | 0.2% | 116 |
|
|
2024
Q1 | $751K | Sell |
7,079
-72
| -1% | -$7.64K | 0.22% | 108 |
|
|
2023
Q4 | $782K | Sell |
7,151
-341
| -5% | -$37.3K | 0.24% | 103 |
|
|
2023
Q3 | $701K | Buy |
7,492
+603
| +9% | +$56.4K | 0.24% | 105 |
|
|
2023
Q2 | $690K | Sell |
6,889
-338
| -5% | -$33.9K | 0.22% | 108 |
|
|
2023
Q1 | $760K | Buy |
7,227
+147
| +2% | +$15.5K | 0.26% | 100 |
|
|
2022
Q4 | $849K | Sell |
7,080
-1,298
| -15% | -$156K | 0.3% | 91 |
|
|
2022
Q3 | $926K | Sell |
8,378
-413
| -5% | -$45.6K | 0.35% | 78 |
|
|
2022
Q2 | $1.14M | Buy |
8,791
+39
| +0.4% | +$5.05K | 0.37% | 77 |
|
|
2022
Q1 | $1.3M | Buy |
8,752
+45
| +0.5% | +$6.7K | 0.36% | 77 |
|
|
2021
Q4 | $1.55M | Buy |
8,707
+26
| +0.3% | +$4.62K | 0.4% | 67 |
|
|
2021
Q3 | $1.52M | Sell |
8,681
-165
| -2% | -$28.9K | 0.44% | 66 |
|
|
2021
Q2 | $1.76M | Buy |
8,846
+56
| +0.6% | +$11.1K | 0.5% | 56 |
|
|
2021
Q1 | $1.69M | Buy |
8,790
+102
| +1% | +$19.7K | 0.52% | 55 |
|
|
2020
Q4 | $1.52M | Sell |
8,688
-101
| -1% | -$17.7K | 0.52% | 54 |
|
|
2020
Q3 | $1.41M | Buy |
8,789
+125
| +1% | +$20K | 0.53% | 55 |
|
|
2020
Q2 | $1.35M | Buy |
8,664
+195
| +2% | +$30.4K | 0.56% | 50 |
|
|
2020
Q1 | $1.16M | Sell |
8,469
-10
| -0.1% | -$1.37K | 0.59% | 50 |
|
|
2019
Q4 | $1.5M | Buy |
8,479
+141
| +2% | +$24.9K | 0.59% | 47 |
|
|
2019
Q3 | $1.37M | Sell |
8,338
-150
| -2% | -$24.7K | 0.58% | 48 |
|
|
2019
Q2 | $1.47M | Buy |
8,488
+703
| +9% | +$122K | 0.61% | 46 |
|
|
2019
Q1 | $1.62M | Hold |
7,785
| – | – | 0.69% | 42 |
|
|
2018
Q4 | $1.48M | Sell |
7,785
-2,011
| -21% | -$383K | 0.69% | 39 |
|
|
2018
Q3 | $2.06M | Buy |
9,796
+580
| +6% | +$122K | 0.8% | 33 |
|
|
2018
Q2 | $1.81M | Buy |
9,216
+295
| +3% | +$58K | 0.76% | 37 |
|
|
2018
Q1 | $1.96M | Buy |
8,921
+25
| +0.3% | +$5.49K | 0.83% | 33 |
|
|
2017
Q4 | $2.09M | Sell |
8,896
-65
| -0.7% | -$15.3K | 0.85% | 32 |
|
|
2017
Q3 | $1.88M | Buy |
8,961
+535
| +6% | +$112K | 0.81% | 34 |
|
|
2017
Q2 | $1.75M | Buy |
8,426
+5
| +0.1% | +$1.04K | 0.78% | 36 |
|
|
2017
Q1 | $1.61M | Buy |
8,421
+30
| +0.4% | +$5.74K | 0.73% | 39 |
|
|
2016
Q4 | $1.5M | Sell |
8,391
-73
| -0.9% | -$13K | 0.7% | 41 |
|
|
2016
Q3 | $1.49M | Sell |
8,464
-1,310
| -13% | -$231K | 0.73% | 40 |
|
|
2016
Q2 | $1.71M | Sell |
9,774
-230
| -2% | -$40.3K | 0.86% | 32 |
|
|
2016
Q1 | $1.67M | Sell |
10,004
-135
| -1% | -$22.5K | 0.86% | 34 |
|
|
2015
Q4 | $1.53M | Buy |
10,139
+15
| +0.1% | +$2.26K | 0.78% | 38 |
|
|
2015
Q3 | $1.44M | Buy |
10,124
+50
| +0.5% | +$7.09K | 0.78% | 42 |
|
|
2015
Q2 | $1.55M | Hold |
10,074
| – | – | 0.76% | 42 |
|
|
2015
Q1 | $1.66M | Buy |
10,074
+101
| +1% | +$16.7K | 0.81% | 42 |
|
|
2014
Q4 | $1.64M | Sell |
9,973
-270
| -3% | -$44.4K | 0.81% | 42 |
|
|
2014
Q3 | $1.45M | Sell |
10,243
-15
| -0.1% | -$2.13K | 0.75% | 44 |
|
|
2014
Q2 | $1.47M | Sell |
10,258
-770
| -7% | -$110K | 0.74% | 45 |
|
|
2014
Q1 | $1.5M | Sell |
11,028
-4,182
| -27% | -$567K | 0.78% | 43 |
|
|
2013
Q4 | $2.13M | Sell |
15,210
-1,250
| -8% | -$175K | 1.1% | 21 |
|
|
2013
Q3 | $1.97M | Sell |
16,460
-65
| -0.4% | -$7.76K | 0.93% | 32 |
|
|
2013
Q2 | $1.81M | Buy |
+16,525
| New | +$1.81M | 1.09% | 28 |
|