Eads & Heald Wealth Management’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-5,071
| Closed | -$464K | – | 147 |
|
|
2023
Q4 | $464K | Sell |
5,071
-5,728
| -53% | -$460K | 0.22% | 115 |
|
|
2023
Q3 | $845K | Sell |
10,799
-136
| -1% | -$11.7K | 0.44% | 90 |
|
|
2023
Q2 | $915K | Sell |
10,935
-334
| -3% | -$28.4K | 0.45% | 88 |
|
|
2023
Q1 | $990K | Sell |
11,269
-2,840
| -20% | -$268K | 0.49% | 84 |
|
|
2022
Q4 | $1.42M | Buy |
14,109
+1,760
| +14% | +$179K | 0.72% | 66 |
|
|
2022
Q3 | $1.14M | Sell |
12,349
-418
| -3% | -$45.9K | 0.65% | 72 |
|
|
2022
Q2 | $1.38M | Buy |
12,767
+876
| +7% | +$106K | 0.74% | 60 |
|
|
2022
Q1 | $1.48M | Sell |
11,891
-477
| -4% | -$63.4K | 0.69% | 68 |
|
|
2021
Q4 | $1.84M | Sell |
12,368
-24
| -0.2% | -$3.58K | 0.8% | 60 |
|
|
2021
Q3 | $1.82M | Sell |
12,392
-117
| -0.9% | -$19K | 0.88% | 52 |
|
|
2021
Q2 | $2.08M | Buy |
12,509
+65
| +0.5% | +$10.8K | 1.01% | 41 |
|
|
2021
Q1 | $2M | Buy |
12,444
+317
| +3% | +$47.5K | 1.03% | 42 |
|
|
2020
Q4 | $1.77M | Buy |
12,127
+111
| +0.9% | +$15.8K | 0.95% | 47 |
|
|
2020
Q3 | $1.61M | Sell |
12,016
-1,030
| -8% | -$139K | 0.96% | 49 |
|
|
2020
Q2 | $1.7M | Buy |
13,046
+18
| +0.1% | +$2.27K | 1.03% | 44 |
|
|
2020
Q1 | $1.49M | Buy |
13,028
+178
| +1% | +$23.4K | 1.05% | 43 |
|
|
2019
Q4 | $1.9M | Buy |
12,850
+99
| +0.8% | +$13.9K | 1% | 47 |
|
|
2019
Q3 | $1.75M | Buy |
12,751
+488
| +4% | +$68.2K | 0.98% | 50 |
|
|
2019
Q2 | $1.78M | Buy |
12,263
+1,161
| +10% | +$179K | 1.01% | 51 |
|
|
2019
Q1 | $1.93M | Buy |
11,102
+241
| +2% | +$40.6K | 1.12% | 39 |
|
|
2018
Q4 | $1.73M | Sell |
10,861
-96
| -0.9% | -$15.9K | 1.15% | 39 |
|
|
2018
Q3 | $1.93M | Buy |
10,957
+26
| +0.2% | +$4.48K | 1.11% | 41 |
|
|
2018
Q2 | $1.8M | Buy |
10,931
+583
| +6% | +$99.5K | 1.11% | 37 |
|
|
2018
Q1 | $1.9M | Sell |
10,348
-609
| -6% | -$121K | 1.2% | 31 |
|
|
2017
Q4 | $2.16M | Sell |
10,957
-479
| -4% | -$92.2K | 1.27% | 20 |
|
|
2017
Q3 | $2.01M | Buy |
11,436
+26
| +0.2% | +$4.51K | 1.25% | 22 |
|
|
2017
Q2 | $1.99M | Sell |
11,410
-760
| -6% | -$127K | 1.27% | 24 |
|
|
2017
Q1 | $1.95M | Sell |
12,170
-77
| -0.6% | -$11.8K | 1.25% | 20 |
|
|
2016
Q4 | $1.83M | Sell |
12,247
-8
| -0.1% | -$1.15K | 1.25% | 22 |
|
|
2016
Q3 | $1.81M | Sell |
12,255
-497
| -4% | -$74.2K | 1.24% | 25 |
|
|
2016
Q2 | $1.87M | Sell |
12,752
-142
| -1% | -$20K | 1.28% | 20 |
|
|
2016
Q1 | $1.8M | Sell |
12,894
-26
| -0.2% | -$3.34K | 1.24% | 27 |
|
|
2015
Q4 | $1.63M | Sell |
12,920
-91
| -0.7% | -$11.7K | 1.13% | 33 |
|
|
2015
Q3 | $1.54M | Sell |
13,011
-222
| -2% | -$27.3K | 1.1% | 34 |
|
|
2015
Q2 | $1.71M | Sell |
13,233
-288
| -2% | -$38.6K | 1.12% | 36 |
|
|
2015
Q1 | $1.86M | Sell |
13,521
-713
| -5% | -$98.2K | 1.2% | 29 |
|
|
2014
Q4 | $1.96M | Sell |
14,234
-403
| -3% | -$51.7K | 1.24% | 28 |
|
|
2014
Q3 | $1.73M | Sell |
14,637
-940
| -6% | -$113K | 1.17% | 37 |
|
|
2014
Q2 | $1.87M | Sell |
15,577
-1,195
| -7% | -$140K | 1.24% | 34 |
|
|
2014
Q1 | $1.9M | Sell |
16,772
-210
| -1% | -$23.3K | 1.25% | 36 |
|
|
2013
Q4 | $1.99M | Sell |
16,982
-681
| -4% | -$72.5K | 1.32% | 32 |
|
|
2013
Q3 | $1.76M | Sell |
17,663
-1,576
| -8% | -$153K | 1.26% | 35 |
|
|
2013
Q2 | $1.76M | Buy |
+19,239
| New | +$1.75M | 1.25% | 33 |
|
Other funds holding MMM
Eads & Heald Wealth Management's MMM Position: Q1 2024 in Review
Eads & Heald Wealth Management sold out of 3M (MMM) in Q1 2024, closing a stake of 5,071 shares — an estimated $464K sold.
Eads & Heald Wealth Management first reported a position in MMM in Q2 2013 and held it in 43 quarters. The position peaked at $2.16M in Q4 2017. 1,939 funds tracked by Wall St. Rank hold MMM as of Q1 2024.
- Eads & Heald Wealth Management reported no remaining 3M position as of Q1 2024 after selling out during the quarter.
- Eads & Heald Wealth Management sold 5,071 3M shares in Q1 2024, an estimated $464K.
- Eads & Heald Wealth Management first reported a position in 3M in Q2 2013 and held it in 43 quarters.
- Eads & Heald Wealth Management's 3M position peaked at $2.16M in Q4 2017.
- 1,939 funds tracked by Wall St. Rank held 3M as of Q1 2024.
Based on Eads & Heald Wealth Management's 13F filing for Q1 2024, filed 23 Apr 2024.