Financial Advocates Investment Management’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $503K | Sell |
3,304
-414
| -11% | -$63K | 0.04% | 352 |
|
|
2025
Q1 | $546K | Sell |
3,718
-1,571
| -30% | -$231K | 0.04% | 402 |
|
|
2024
Q4 | $683K | Sell |
5,289
-356
| -6% | -$46K | 0.04% | 379 |
|
|
2024
Q3 | $772K | Buy |
5,645
+1,421
| +34% | +$194K | 0.04% | 359 |
|
|
2024
Q2 | $432K | Sell |
4,224
-2,991
| -41% | -$306K | 0.03% | 465 |
|
|
2024
Q1 | $640K | Sell |
7,215
-57
| -0.8% | -$5.06K | 0.04% | 406 |
|
|
2023
Q4 | $665K | Sell |
7,272
-430
| -6% | -$39.3K | 0.04% | 368 |
|
|
2023
Q3 | $603K | Buy |
7,702
+634
| +9% | +$49.6K | 0.04% | 364 |
|
|
2023
Q2 | $592K | Buy |
7,068
+1,467
| +26% | +$123K | 0.04% | 363 |
|
|
2023
Q1 | $492K | Buy |
5,601
+1,678
| +43% | +$147K | 0.04% | 430 |
|
|
2022
Q4 | $393K | Sell |
3,923
-3,539
| -47% | -$355K | 0.03% | 493 |
|
|
2022
Q3 | $690K | Buy |
7,462
+342
| +5% | +$31.6K | 0.06% | 326 |
|
|
2022
Q2 | $770K | Sell |
7,120
-4,746
| -40% | -$513K | 0.06% | 309 |
|
|
2022
Q1 | $1.48M | Buy |
11,866
+535
| +5% | +$66.6K | 0.1% | 233 |
|
|
2021
Q4 | $1.68M | Sell |
11,331
-912
| -7% | -$135K | 0.11% | 221 |
|
|
2021
Q3 | $1.8M | Buy |
12,243
+989
| +9% | +$145K | 0.12% | 201 |
|
|
2021
Q2 | $1.87M | Sell |
11,254
-623
| -5% | -$103K | 0.12% | 194 |
|
|
2021
Q1 | $1.92M | Buy |
11,877
+1,141
| +11% | +$184K | 0.14% | 175 |
|
|
2020
Q4 | $1.6M | Buy |
10,736
+2,261
| +27% | +$337K | 0.11% | 213 |
|
|
2020
Q3 | $1.14M | Buy |
8,475
+444
| +6% | +$59.5K | 0.1% | 219 |
|
|
2020
Q2 | $1.05M | Sell |
8,031
-868
| -10% | -$113K | 0.1% | 230 |
|
|
2020
Q1 | $1.02M | Buy |
8,899
+5,940
| +201% | +$678K | 0.15% | 175 |
|
|
2019
Q4 | $436K | Sell |
2,959
-9,479
| -76% | -$1.4M | 0.05% | 333 |
|
|
2019
Q3 | $1.05M | Buy |
12,438
+8,055
| +184% | +$682K | 0.12% | 183 |
|
|
2019
Q2 | $635K | Buy |
4,383
+26
| +0.6% | +$3.77K | 0.07% | 239 |
|
|
2019
Q1 | $757K | Buy |
4,357
+501
| +13% | +$87K | 0.09% | 208 |
|
|
2018
Q4 | $614K | Sell |
3,856
-525
| -12% | -$83.6K | 0.08% | 218 |
|
|
2018
Q3 | $771K | Buy |
4,381
+44
| +1% | +$7.74K | 0.09% | 224 |
|
|
2018
Q2 | $709K | Buy |
4,337
+115
| +3% | +$18.8K | 0.09% | 219 |
|
|
2018
Q1 | $775K | Buy |
4,222
+401
| +10% | +$73.6K | 0.1% | 205 |
|
|
2017
Q4 | $753K | Buy |
+3,821
| New | +$753K | 0.1% | 201 |
|