Financial Advisors’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,350
| Closed | -$207K | – | 82 |
|
|
2023
Q1 | $207K | Hold |
2,350
| – | – | 0.05% | 75 |
|
|
2022
Q4 | $236K | Sell |
2,350
-498
| -17% | -$49.9K | 0.06% | 65 |
|
|
2022
Q3 | $259K | Hold |
2,848
| – | – | 0.09% | 58 |
|
|
2022
Q2 | $308K | Sell |
2,848
-239
| -8% | -$25.8K | 0.11% | 54 |
|
|
2022
Q1 | $384K | Hold |
3,087
| – | – | 0.12% | 53 |
|
|
2021
Q4 | $458K | Buy |
3,087
+19
| +0.6% | +$2.82K | 0.14% | 50 |
|
|
2021
Q3 | $450K | Hold |
3,068
| – | – | 0.15% | 48 |
|
|
2021
Q2 | $509K | Hold |
3,068
| – | – | 0.18% | 44 |
|
|
2021
Q1 | $494K | Buy |
3,068
+18
| +0.6% | +$2.9K | 0.2% | 38 |
|
|
2020
Q4 | $446K | Buy |
3,050
+299
| +11% | +$43.7K | 0.2% | 39 |
|
|
2020
Q3 | $368K | Hold |
2,751
| – | – | 0.19% | 44 |
|
|
2020
Q2 | $359K | Sell |
2,751
-422
| -13% | -$55.1K | 0.2% | 39 |
|
|
2020
Q1 | $362K | Sell |
3,173
-120
| -4% | -$13.7K | 0.24% | 37 |
|
|
2019
Q4 | $486K | Sell |
3,293
-275
| -8% | -$40.6K | 0.28% | 31 |
|
|
2019
Q3 | $490K | Hold |
3,568
| – | – | 0.3% | 28 |
|
|
2019
Q2 | $517K | Hold |
3,568
| – | – | 0.33% | 26 |
|
|
2019
Q1 | $620K | Sell |
3,568
-284
| -7% | -$49.4K | 0.42% | 19 |
|
|
2018
Q4 | $614K | Buy |
+3,852
| New | +$614K | 0.5% | 16 |
|