EFS
Essex Financial Services’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.48M | Buy |
9,735
+357
| +4% | +$54.4K | 0.1% | 191 |
|
|
2025
Q1 | $1.38M | Sell |
9,378
-695
| -7% | -$102K | 0.1% | 187 |
|
|
2024
Q4 | $1.3M | Buy |
10,073
+835
| +9% | +$108K | 0.09% | 190 |
|
|
2024
Q3 | $1.22M | Sell |
9,238
-1,914
| -17% | -$252K | 0.09% | 201 |
|
|
2024
Q2 | $1.4M | Sell |
11,152
-1,839
| -14% | -$230K | 0.1% | 184 |
|
|
2024
Q1 | $1.38M | Buy |
12,991
+518
| +4% | +$54.9K | 0.13% | 163 |
|
|
2023
Q4 | $1.36M | Sell |
12,473
-187
| -1% | -$20.4K | 0.14% | 143 |
|
|
2023
Q3 | $1.19M | Sell |
12,660
-376
| -3% | -$35.2K | 0.14% | 153 |
|
|
2023
Q2 | $1.3M | Buy |
13,036
+1,283
| +11% | +$128K | 0.15% | 141 |
|
|
2023
Q1 | $1.24M | Sell |
11,753
-74
| -0.6% | -$7.78K | 0.13% | 158 |
|
|
2022
Q4 | $1.42M | Buy |
11,827
+115
| +1% | +$13.8K | 0.15% | 138 |
|
|
2022
Q3 | $1.29M | Buy |
11,712
+46
| +0.4% | +$5.08K | 0.15% | 131 |
|
|
2022
Q2 | $1.51M | Buy |
11,666
+1,412
| +14% | +$183K | 0.17% | 124 |
|
|
2022
Q1 | $1.53M | Buy |
10,254
+1,460
| +17% | +$217K | 0.15% | 147 |
|
|
2021
Q4 | $1.56M | Sell |
8,794
-52
| -0.6% | -$9.24K | 0.15% | 145 |
|
|
2021
Q3 | $1.55M | Buy |
8,846
+1,284
| +17% | +$225K | 0.18% | 132 |
|
|
2021
Q2 | $1.46M | Hold |
7,562
| – | – | 0.21% | 108 |
|
|
2021
Q1 | $1.46M | Buy |
7,562
+1,063
| +16% | +$205K | 0.26% | 95 |
|
|
2020
Q4 | $1.14M | Buy |
6,499
+595
| +10% | +$104K | 0.22% | 107 |
|
|
2020
Q3 | $946K | Buy |
5,904
+885
| +18% | +$142K | 0.23% | 101 |
|
|
2020
Q2 | $783K | Buy |
5,019
+150
| +3% | +$23.4K | 0.24% | 98 |
|
|
2020
Q1 | $665K | Sell |
4,869
-472
| -9% | -$64.5K | 0.24% | 102 |
|
|
2019
Q4 | $942K | Buy |
5,341
+131
| +3% | +$23.1K | 0.26% | 90 |
|
|
2019
Q3 | $857K | Sell |
5,210
-299
| -5% | -$49.2K | 0.28% | 90 |
|
|
2019
Q2 | $955K | Buy |
5,509
+162
| +3% | +$28.1K | 0.28% | 84 |
|
|
2019
Q1 | $1.11M | Sell |
5,347
-1,270
| -19% | -$264K | 0.34% | 75 |
|
|
2018
Q4 | $1.26M | Sell |
6,617
-962
| -13% | -$183K | 0.39% | 68 |
|
|
2018
Q3 | $1.6M | Sell |
7,579
-576
| -7% | -$121K | 0.35% | 75 |
|
|
2018
Q2 | $1.6M | Sell |
8,155
-25
| -0.3% | -$4.92K | 0.39% | 69 |
|
|
2018
Q1 | $1.8M | Buy |
8,180
+91
| +1% | +$20K | 0.35% | 84 |
|
|
2017
Q4 | $1.9M | Sell |
8,089
-31
| -0.4% | -$7.3K | 0.45% | 60 |
|
|
2017
Q3 | $1.7M | Buy |
8,120
+163
| +2% | +$34.2K | 0.42% | 63 |
|
|
2017
Q2 | $1.66M | Sell |
7,957
-3,081
| -28% | -$642K | 0.35% | 73 |
|
|
2017
Q1 | $2.11M | Sell |
11,038
-1,049
| -9% | -$201K | 0.49% | 53 |
|
|
2016
Q4 | $2.16M | Buy |
12,087
+894
| +8% | +$160K | 0.46% | 57 |
|
|
2016
Q3 | $1.97M | Sell |
11,193
-515
| -4% | -$90.7K | 0.47% | 56 |
|
|
2016
Q2 | $2.05M | Sell |
11,708
-1,370
| -10% | -$240K | 0.5% | 52 |
|
|
2016
Q1 | $2.18M | Buy |
13,078
+66
| +0.5% | +$11K | 0.54% | 47 |
|
|
2015
Q4 | $1.96M | Sell |
13,012
-179
| -1% | -$27K | 0.47% | 57 |
|
|
2015
Q3 | $1.87M | Buy |
13,191
+302
| +2% | +$42.8K | 0.49% | 56 |
|
|
2015
Q2 | $1.99M | Sell |
12,889
-129
| -1% | -$19.9K | 0.51% | 51 |
|
|
2015
Q1 | $2.15M | Buy |
13,018
+698
| +6% | +$115K | 0.55% | 50 |
|
|
2014
Q4 | $2.02M | Buy |
12,320
+561
| +5% | +$92.2K | 0.53% | 48 |
|
|
2014
Q3 | $1.67M | Sell |
11,759
-1,955
| -14% | -$277K | 0.5% | 51 |
|
|
2014
Q2 | $1.96M | Buy |
13,714
+2,770
| +25% | +$397K | 0.59% | 38 |
|
|
2014
Q1 | $1.49M | Buy |
10,944
+785
| +8% | +$107K | 0.49% | 50 |
|
|
2013
Q4 | $1.43M | Sell |
10,159
-241
| -2% | -$33.8K | 0.48% | 49 |
|
|
2013
Q3 | $1.24K | Buy |
10,400
+1,022
| +11% | +$122 | 0.39% | 49 |
|
|
2013
Q2 | $1.03M | Buy |
+9,378
| New | +$1.03M | 0.36% | 65 |
|