DAS
Dynamic Advisor Solutions’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $826K | Buy |
5,428
+78
| +1% | +$11.9K | 0.03% | 493 |
|
|
2025
Q1 | $786K | Buy |
+5,350
| New | +$786K | 0.03% | 477 |
|
|
2024
Q4 | – | Sell |
-2,659
| Closed | -$363K | – | 744 |
|
|
2024
Q3 | $363K | Sell |
2,659
-272
| -9% | -$37.2K | 0.01% | 693 |
|
|
2024
Q2 | $300K | Sell |
2,931
-91
| -3% | -$69.8K | 0.01% | 762 |
|
|
2024
Q1 | $321K | Buy |
3,022
+148
| +5% | +$15.7K | 0.01% | 738 |
|
|
2023
Q4 | $312K | Buy |
2,874
+117
| +4% | +$12.7K | 0.01% | 704 |
|
|
2023
Q3 | $258K | Sell |
2,757
-1,515
| -35% | -$142K | 0.01% | 704 |
|
|
2023
Q2 | $428K | Sell |
4,272
-363
| -8% | -$36.3K | 0.02% | 537 |
|
|
2023
Q1 | $487K | Sell |
4,635
-804
| -15% | -$84.6K | 0.03% | 477 |
|
|
2022
Q4 | $652K | Sell |
5,439
-473
| -8% | -$56.8K | 0.04% | 379 |
|
|
2022
Q3 | $653K | Sell |
5,912
-4,005
| -40% | -$442K | 0.05% | 333 |
|
|
2022
Q2 | $1.28M | Sell |
9,917
-355
| -3% | -$45.9K | 0.1% | 219 |
|
|
2022
Q1 | $1.53M | Sell |
10,272
-2,500
| -20% | -$372K | 0.11% | 199 |
|
|
2021
Q4 | $2.27M | Sell |
12,772
-4,439
| -26% | -$789K | 0.16% | 147 |
|
|
2021
Q3 | $3.02M | Sell |
17,211
-1,089
| -6% | -$191K | 0.23% | 105 |
|
|
2021
Q2 | $3.64M | Sell |
18,300
-229
| -1% | -$45.5K | 0.29% | 87 |
|
|
2021
Q1 | $3.57M | Buy |
18,529
+13,052
| +238% | +$2.51M | 0.33% | 74 |
|
|
2020
Q4 | $957K | Buy |
5,477
+261
| +5% | +$45.6K | 0.09% | 248 |
|
|
2020
Q3 | $835K | Buy |
5,216
+1,823
| +54% | +$292K | 0.09% | 232 |
|
|
2020
Q2 | $529K | Sell |
3,393
-80
| -2% | -$12.5K | 0.07% | 263 |
|
|
2020
Q1 | $474K | Buy |
3,473
+970
| +39% | +$132K | 0.09% | 251 |
|
|
2019
Q4 | $442K | Sell |
2,503
-137
| -5% | -$24.1K | 0.06% | 327 |
|
|
2019
Q3 | $434K | Sell |
2,640
-2,822
| -52% | -$464K | 0.07% | 302 |
|
|
2019
Q2 | $947K | Buy |
5,462
+3,886
| +247% | +$674K | 0.15% | 170 |
|
|
2019
Q1 | $328K | Hold |
1,576
| – | – | 0.06% | 288 |
|
|
2018
Q4 | $309K | Sell |
1,576
-1,772
| -53% | -$347K | 0.07% | 279 |
|
|
2018
Q3 | $705K | Sell |
3,348
-3,131
| -48% | -$659K | 0.15% | 173 |
|
|
2018
Q2 | $1.28M | Buy |
6,479
+721
| +13% | +$142K | 0.29% | 103 |
|
|
2018
Q1 | $1.27M | Buy |
5,758
+286
| +5% | +$62.8K | 0.32% | 94 |
|
|
2017
Q4 | $1.29M | Buy |
5,472
+423
| +8% | +$99.5K | 0.42% | 83 |
|
|
2017
Q3 | $1.06M | Sell |
5,049
-12
| -0.2% | -$2.46K | 0.42% | 82 |
|
|
2017
Q2 | $1.05M | Sell |
5,061
-6
| -0.1% | -$1.22K | 0.41% | 77 |
|
|
2017
Q1 | $970K | Sell |
5,067
-50
| -1% | -$9.6K | 0.38% | 81 |
|
|
2016
Q4 | $914K | Sell |
5,117
-1,449
| -22% | -$259K | 0.36% | 78 |
|
|
2016
Q3 | $1.16M | Buy |
6,566
+2,819
| +75% | +$497K | 0.44% | 64 |
|
|
2016
Q2 | $656K | Buy |
3,747
+923
| +33% | +$161K | 0.27% | 102 |
|
|
2016
Q1 | $471K | Sell |
2,824
-45
| -2% | -$7.39K | 0.2% | 124 |
|
|
2015
Q4 | $432K | Sell |
2,869
-40
| -1% | -$6.04K | 0.18% | 139 |
|
|
2015
Q3 | $412K | Buy |
2,909
+1,559
| +115% | +$221K | 0.21% | 115 |
|
|
2015
Q2 | $208K | Hold |
1,350
| – | – | 0.12% | 149 |
|
|
2015
Q1 | $223K | Buy |
+1,350
| New | +$223K | 0.11% | 177 |
|
|
2014
Q3 | – | Sell |
-3,456
| Closed | -$495K | – | 209 |
|
|
2014
Q2 | $495K | Sell |
3,456
-1,478
| -30% | -$212K | 0.3% | 105 |
|
|
2014
Q1 | $669K | Buy |
4,934
+506
| +11% | +$68.6K | 0.46% | 75 |
|
|
2013
Q4 | $621K | Buy |
+4,428
| New | +$621K | 0.46% | 72 |
|