Financial Advisory Group’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $317K | Buy |
3,572
+12
| +0.3% | +$1.06K | 0.06% | 74 |
|
|
2023
Q4 | $325K | Hold |
3,560
| – | – | 0.06% | 73 |
|
|
2023
Q3 | $279K | Sell |
3,560
-64
| -2% | -$5.01K | 0.06% | 72 |
|
|
2023
Q2 | $303K | Hold |
3,624
| – | – | 0.06% | 69 |
|
|
2023
Q1 | $318K | Hold |
3,624
| – | – | 0.06% | 70 |
|
|
2022
Q4 | $363K | Sell |
3,624
-359
| -9% | -$36K | 0.08% | 64 |
|
|
2022
Q3 | $368K | Hold |
3,983
| – | – | 0.08% | 63 |
|
|
2022
Q2 | $431K | Hold |
3,983
| – | – | 0.09% | 61 |
|
|
2022
Q1 | $496K | Hold |
3,983
| – | – | 0.1% | 58 |
|
|
2021
Q4 | $592K | Sell |
3,983
-353
| -8% | -$52.5K | 0.12% | 52 |
|
|
2021
Q3 | $636K | Sell |
4,336
-973
| -18% | -$143K | 0.14% | 48 |
|
|
2021
Q2 | $882K | Buy |
5,309
+350
| +7% | +$58.1K | 0.21% | 44 |
|
|
2021
Q1 | $799K | Sell |
4,959
-344
| -6% | -$55.4K | 0.2% | 42 |
|
|
2020
Q4 | $775K | Buy |
5,303
+344
| +7% | +$50.3K | 0.2% | 44 |
|
|
2020
Q3 | $664K | Sell |
4,959
-239
| -5% | -$32K | 0.21% | 43 |
|
|
2020
Q2 | $678K | Buy |
5,198
+239
| +5% | +$31.2K | 0.23% | 40 |
|
|
2020
Q1 | $566K | Hold |
4,959
| – | – | 0.18% | 42 |
|
|
2019
Q4 | $731K | Hold |
4,959
| – | – | 0.19% | 41 |
|
|
2019
Q3 | $682K | Hold |
4,959
| – | – | 0.19% | 39 |
|
|
2019
Q2 | $724K | Sell |
4,959
-119
| -2% | -$17.4K | 0.19% | 40 |
|
|
2019
Q1 | $882K | Buy |
5,078
+359
| +8% | +$62.4K | 0.24% | 36 |
|
|
2018
Q4 | $752K | Hold |
4,719
| – | – | 0.23% | 36 |
|
|
2018
Q3 | $831K | Hold |
4,719
| – | – | 0.22% | 32 |
|
|
2018
Q2 | $776K | Buy |
4,719
+119
| +3% | +$19.6K | 0.21% | 31 |
|
|
2018
Q1 | $844K | Hold |
4,600
| – | – | 0.26% | 30 |
|
|
2017
Q4 | $905K | Hold |
4,600
| – | – | 0.27% | 31 |
|
|
2017
Q3 | $807K | Hold |
4,600
| – | – | 0.27% | 30 |
|
|
2017
Q2 | $801K | Hold |
4,600
| – | – | 0.27% | 33 |
|
|
2017
Q1 | $736K | Hold |
4,600
| – | – | 0.25% | 34 |
|
|
2016
Q4 | $687K | Buy |
4,600
+61
| +1% | +$9.11K | 0.26% | 34 |
|
|
2016
Q3 | $669K | Buy |
4,539
+42
| +0.9% | +$6.19K | 0.29% | 34 |
|
|
2016
Q2 | $658K | Sell |
4,497
-31
| -0.7% | -$4.54K | 0.32% | 31 |
|
|
2016
Q1 | $631K | Buy |
4,528
+7
| +0.2% | +$975 | 0.31% | 33 |
|
|
2015
Q4 | $569K | Buy |
4,521
+14
| +0.3% | +$1.76K | 0.27% | 33 |
|
|
2015
Q3 | $534K | Sell |
4,507
-135
| -3% | -$16K | 0.26% | 28 |
|
|
2015
Q2 | $599K | Buy |
4,642
+135
| +3% | +$17.4K | 0.3% | 26 |
|
|
2015
Q1 | $622K | Sell |
4,507
-7
| -0.2% | -$966 | 0.3% | 23 |
|
|
2014
Q4 | $620K | Buy |
4,514
+12
| +0.3% | +$1.65K | 0.33% | 23 |
|
|
2014
Q3 | $533K | Buy |
4,502
+12
| +0.3% | +$1.42K | 0.3% | 26 |
|
|
2014
Q2 | $536K | Buy |
4,490
+10
| +0.2% | +$1.19K | 0.3% | 25 |
|
|
2014
Q1 | $508K | Hold |
4,480
| – | – | 0.28% | 28 |
|
|
2013
Q4 | $525K | Hold |
4,480
| – | – | 0.3% | 25 |
|
|
2013
Q3 | $447K | Hold |
4,480
| – | – | 0.28% | 24 |
|
|
2013
Q2 | $410K | Buy |
+4,480
| New | +$410K | 0.26% | 30 |
|