Fiduciary Planning’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $792K | Hold |
5,200
| – | – | 0.26% | 43 |
|
|
2025
Q1 | $764K | Hold |
5,200
| – | – | 0.25% | 44 |
|
|
2024
Q4 | $671K | Sell |
5,200
-3
| -0.1% | -$387 | 0.22% | 46 |
|
|
2024
Q3 | $711K | Buy |
5,203
+3
| +0.1% | +$410 | 0.24% | 40 |
|
|
2024
Q2 | $531K | Sell |
5,200
-1,019
| -16% | -$104K | 0.19% | 45 |
|
|
2024
Q1 | $552K | Hold |
6,219
| – | – | 0.21% | 40 |
|
|
2023
Q4 | $568K | Sell |
6,219
-36
| -0.6% | -$3.29K | 0.24% | 37 |
|
|
2023
Q3 | $490K | Hold |
6,255
| – | – | 0.23% | 49 |
|
|
2023
Q2 | $524K | Hold |
6,255
| – | – | 0.24% | 35 |
|
|
2023
Q1 | $550K | Sell |
6,255
-26
| -0.4% | -$2.29K | 0.26% | 33 |
|
|
2022
Q4 | $630K | Hold |
6,281
| – | – | 0.31% | 33 |
|
|
2022
Q3 | $580K | Buy |
6,281
+26
| +0.4% | +$2.4K | 0.3% | 28 |
|
|
2022
Q2 | $677K | Hold |
6,255
| – | – | 0.33% | 29 |
|
|
2022
Q1 | $779K | Hold |
6,255
| – | – | 0.43% | 28 |
|
|
2021
Q4 | $929K | Sell |
6,255
-102
| -2% | -$15.1K | 0.52% | 20 |
|
|
2021
Q3 | $932K | Buy |
6,357
+102
| +2% | +$15K | 0.5% | 26 |
|
|
2021
Q2 | $1.04M | Hold |
6,255
| – | – | 0.9% | 28 |
|
|
2021
Q1 | $1.01M | Hold |
6,255
| – | – | 1.52% | 22 |
|
|
2020
Q4 | $914K | Buy |
6,255
+36
| +0.6% | +$5.26K | 1.29% | 31 |
|
|
2020
Q3 | $833K | Sell |
6,219
-1
| -0% | -$134 | 1.37% | 29 |
|
|
2020
Q2 | $783K | Buy |
6,220
+1
| +0% | +$126 | 1.72% | 25 |
|
|
2020
Q1 | $710K | Sell |
6,219
-13
| -0.2% | -$1.48K | 1.33% | 23 |
|
|
2019
Q4 | $863K | Buy |
+6,232
| New | +$863K | 0.8% | 22 |
|