Fiduciary Group’s 3M MMM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $558K | Sell |
3,667
-9
| -0.2% | -$1.37K | 0.05% | 188 |
|
2025
Q1 | $540K | Sell |
3,676
-163
| -4% | -$23.9K | 0.05% | 189 |
|
2024
Q4 | $496K | Sell |
3,839
-144
| -4% | -$18.6K | 0.05% | 193 |
|
2024
Q3 | $544K | Sell |
3,983
-182
| -4% | -$24.9K | 0.06% | 186 |
|
2024
Q2 | $426K | Sell |
4,165
-1,383
| -25% | -$141K | 0.05% | 200 |
|
2024
Q1 | $492K | Sell |
5,548
-387
| -7% | -$34.3K | 0.05% | 186 |
|
2023
Q4 | $542K | Sell |
5,935
-647
| -10% | -$59.1K | 0.06% | 171 |
|
2023
Q3 | $515K | Sell |
6,582
-521
| -7% | -$40.8K | 0.07% | 160 |
|
2023
Q2 | $594K | Sell |
7,103
-1,215
| -15% | -$102K | 0.07% | 144 |
|
2023
Q1 | $731K | Sell |
8,318
-744
| -8% | -$65.4K | 0.1% | 134 |
|
2022
Q4 | $909K | Sell |
9,062
-445
| -5% | -$44.6K | 0.12% | 123 |
|
2022
Q3 | $1.03M | Sell |
9,507
-32,556
| -77% | -$3.52M | 0.13% | 114 |
|
2022
Q2 | $5.26M | Buy |
42,063
+4,182
| +11% | +$523K | 0.66% | 45 |
|
2022
Q1 | $4.64M | Sell |
37,881
-4,754
| -11% | -$582K | 0.61% | 45 |
|
2021
Q4 | $6.33M | Sell |
42,635
-10,446
| -20% | -$1.55M | 0.7% | 41 |
|
2021
Q3 | $8.09M | Sell |
53,081
-222
| -0.4% | -$33.8K | 0.92% | 35 |
|
2021
Q2 | $8.8M | Buy |
53,303
+1,725
| +3% | +$285K | 1.02% | 30 |
|
2021
Q1 | $8.5M | Buy |
51,578
+621
| +1% | +$102K | 1.03% | 32 |
|
2020
Q4 | $7.55M | Buy |
50,957
+184
| +0.4% | +$27.3K | 1% | 30 |
|
2020
Q3 | $6.8M | Sell |
50,773
-624
| -1% | -$83.6K | 1.03% | 31 |
|
2020
Q2 | $6.7M | Buy |
51,397
+1,149
| +2% | +$150K | 1.12% | 28 |
|
2020
Q1 | $5.74M | Buy |
50,248
+1,967
| +4% | +$225K | 1.13% | 28 |
|
2019
Q4 | $7.12M | Buy |
48,281
+4,638
| +11% | +$684K | 1.14% | 28 |
|
2019
Q3 | $6M | Buy |
43,643
+2,153
| +5% | +$296K | 1.05% | 33 |
|
2019
Q2 | $6.01M | Buy |
41,490
+2,490
| +6% | +$361K | 1.08% | 29 |
|
2019
Q1 | $6.78M | Buy |
39,000
+323
| +0.8% | +$56.1K | 1.26% | 22 |
|
2018
Q4 | $6.16M | Buy |
38,677
+1,918
| +5% | +$306K | 1.27% | 24 |
|
2018
Q3 | $6.48M | Buy |
36,759
+1,310
| +4% | +$231K | 1.27% | 23 |
|
2018
Q2 | $5.83M | Buy |
35,449
+477
| +1% | +$78.5K | 1.23% | 24 |
|
2018
Q1 | $6.42M | Buy |
34,972
+618
| +2% | +$113K | 1.39% | 21 |
|
2017
Q4 | $6.76M | Sell |
34,354
-147
| -0.4% | -$28.9K | 1.44% | 20 |
|
2017
Q3 | $6.06M | Buy |
34,501
+1,875
| +6% | +$329K | 1.36% | 23 |
|
2017
Q2 | $5.68M | Buy |
32,626
+1,373
| +4% | +$239K | 1.31% | 24 |
|
2017
Q1 | $5M | Buy |
31,253
+3,062
| +11% | +$490K | 1.18% | 26 |
|
2016
Q4 | $4.21M | Buy |
28,191
+426
| +2% | +$63.6K | 1.09% | 29 |
|
2016
Q3 | $4.09M | Buy |
27,765
+357
| +1% | +$52.6K | 1.11% | 30 |
|
2016
Q2 | $4.01M | Buy |
27,408
+1,859
| +7% | +$272K | 1.11% | 29 |
|
2016
Q1 | $3.56M | Buy |
25,549
+522
| +2% | +$72.7K | 1.03% | 33 |
|
2015
Q4 | $3.15M | Buy |
25,027
+728
| +3% | +$91.7K | 0.94% | 38 |
|
2015
Q3 | $2.88M | Buy |
24,299
+444
| +2% | +$52.6K | 0.96% | 36 |
|
2015
Q2 | $3.08M | Buy |
+23,855
| New | +$3.08M | 0.97% | 36 |
|