Edge 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-287
| Closed | -$43K | – | 305 |
|
|
2021
Q4 | $43K | Hold |
287
| – | – | 0.01% | 187 |
|
|
2021
Q3 | $42K | Sell |
287
-60
| -17% | -$9.72K | 0.01% | 196 |
|
|
2021
Q2 | $57K | Hold |
347
| – | – | 0.01% | 184 |
|
|
2021
Q1 | $56K | Hold |
347
| – | – | 0.01% | 184 |
|
|
2020
Q4 | $51K | Hold |
347
| – | – | 0.01% | 178 |
|
|
2020
Q3 | $46K | Sell |
347
-42
| -11% | -$5.65K | 0.01% | 207 |
|
|
2020
Q2 | $51K | Hold |
389
| – | – | 0.01% | 270 |
|
|
2020
Q1 | $45K | Buy |
389
+46
| +13% | +$6.05K | 0.01% | 251 |
|
|
2019
Q4 | $50K | Buy |
343
+44
| +15% | +$6.16K | 0.01% | 254 |
|
|
2019
Q3 | $41K | Hold |
299
| – | – | 0.01% | 267 |
|
|
2019
Q2 | $43K | Hold |
299
| – | – | 0.01% | 269 |
|
|
2019
Q1 | $52K | Hold |
299
| – | – | 0.01% | 238 |
|
|
2018
Q4 | $48K | Hold |
299
| – | – | 0.01% | 250 |
|
|
2018
Q3 | $53K | Hold |
299
| – | – | 0.01% | 249 |
|
|
2018
Q2 | $49K | Hold |
299
| – | – | 0.01% | 242 |
|
|
2018
Q1 | $55K | Hold |
299
| – | – | 0.01% | 217 |
|
|
2017
Q4 | $58K | Hold |
299
| – | – | 0.02% | 213 |
|
|
2017
Q3 | $52K | Hold |
299
| – | – | 0.02% | 217 |
|
|
2017
Q2 | $52K | Hold |
299
| – | – | 0.02% | 223 |
|
|
2017
Q1 | $48K | Hold |
299
| – | – | 0.02% | 211 |
|
|
2016
Q4 | $45K | Hold |
299
| – | – | 0.02% | 200 |
|
|
2016
Q3 | $44K | Hold |
299
| – | – | 0.02% | 195 |
|
|
2016
Q2 | $44K | Buy |
299
+287
| +2,392% | +$40.5K | 0.02% | 185 |
|
|
2016
Q1 | $2K | Hold |
12
| – | – | ﹤0.01% | 382 |
|
|
2015
Q4 | $2K | Hold |
12
| – | – | ﹤0.01% | 394 |
|
|
2015
Q3 | $1K | Hold |
12
| – | – | ﹤0.01% | 429 |
|
|
2015
Q2 | $2K | Hold |
12
| – | – | ﹤0.01% | 390 |
|
|
2015
Q1 | $2K | Hold |
12
| – | – | ﹤0.01% | 384 |
|
|
2014
Q4 | $2K | Hold |
12
| – | – | ﹤0.01% | 386 |
|
|
2014
Q3 | $1K | Hold |
12
| – | – | ﹤0.01% | 391 |
|
|
2014
Q2 | $1K | Hold |
12
| – | – | ﹤0.01% | 367 |
|
|
2014
Q1 | $1K | Sell |
12
-1
| -8% | -$111 | ﹤0.01% | 382 |
|
|
2013
Q4 | $1K | Hold |
13
| – | – | ﹤0.01% | 340 |
|
|
2013
Q3 | $1K | Hold |
13
| – | – | ﹤0.01% | 320 |
|
|
2013
Q2 | $1K | Buy |
+13
| New | +$1.18K | ﹤0.01% | 308 |
|
Other funds holding MMM
Edge Wealth Management's MMM Position: Q1 2022 in Review
Edge Wealth Management sold out of 3M (MMM) in Q1 2022, closing a stake of 287 shares — an estimated $43K sold.
Edge Wealth Management first reported a position in MMM in Q2 2013 and held it in 35 quarters. The position peaked at $58K in Q4 2017. 2,266 funds tracked by Wall St. Rank hold MMM as of Q1 2022.
- Edge Wealth Management reported no remaining 3M position as of Q1 2022 after selling out during the quarter.
- Edge Wealth Management sold 287 3M shares in Q1 2022, an estimated $43K.
- Edge Wealth Management first reported a position in 3M in Q2 2013 and held it in 35 quarters.
- Edge Wealth Management's 3M position peaked at $58K in Q4 2017.
- 2,266 funds tracked by Wall St. Rank held 3M as of Q1 2022.
Based on Edge Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.