Financial Architects (New Jersey)’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $223K | Buy |
2,666
+23
| +0.9% | +$1.92K | 0.03% | 301 |
|
|
2023
Q1 | $232K | Sell |
2,643
-121
| -4% | -$10.6K | 0.04% | 291 |
|
|
2022
Q4 | $277K | Sell |
2,764
-306
| -10% | -$30.7K | 0.05% | 276 |
|
|
2022
Q3 | $284K | Sell |
3,070
-98
| -3% | -$9.07K | 0.05% | 254 |
|
|
2022
Q2 | $343K | Sell |
3,168
-383
| -11% | -$41.5K | 0.44% | 36 |
|
|
2022
Q1 | $443K | Sell |
3,551
-714
| -17% | -$89.1K | 0.06% | 212 |
|
|
2021
Q4 | $633K | Sell |
4,265
-910
| -18% | -$135K | 0.09% | 184 |
|
|
2021
Q3 | $759K | Sell |
5,175
-483
| -9% | -$70.8K | 0.11% | 157 |
|
|
2021
Q2 | $940K | Sell |
5,658
-164
| -3% | -$27.2K | 0.14% | 142 |
|
|
2021
Q1 | $938K | Sell |
5,822
-172
| -3% | -$27.7K | 0.15% | 134 |
|
|
2020
Q4 | $876K | Buy |
5,994
+952
| +19% | +$139K | 0.16% | 125 |
|
|
2020
Q3 | $675K | Buy |
5,042
+1,685
| +50% | +$226K | 0.15% | 128 |
|
|
2020
Q2 | $438K | Sell |
3,357
-262
| -7% | -$34.2K | 0.1% | 152 |
|
|
2020
Q1 | $413K | Buy |
3,619
+903
| +33% | +$103K | 0.11% | 144 |
|
|
2019
Q4 | $401K | Buy |
2,716
+324
| +14% | +$47.8K | 0.09% | 163 |
|
|
2019
Q3 | $329K | Sell |
2,392
-561
| -19% | -$77.2K | 0.08% | 180 |
|
|
2019
Q2 | $428K | Buy |
2,953
+91
| +3% | +$13.2K | 0.08% | 161 |
|
|
2019
Q1 | $498K | Sell |
2,862
-154
| -5% | -$26.8K | 0.08% | 158 |
|
|
2018
Q4 | $480K | Sell |
3,016
-132
| -4% | -$21K | 0.09% | 147 |
|
|
2018
Q3 | $555K | Buy |
3,148
+1
| +0% | +$176 | 0.09% | 156 |
|
|
2018
Q2 | $518K | Sell |
3,147
-187
| -6% | -$30.8K | 0.09% | 159 |
|
|
2018
Q1 | $612K | Sell |
3,334
-503
| -13% | -$92.3K | 0.12% | 124 |
|
|
2017
Q4 | $755K | Buy |
3,837
+54
| +1% | +$10.6K | 0.13% | 121 |
|
|
2017
Q3 | $664K | Sell |
3,783
-8
| -0.2% | -$1.4K | 0.12% | 122 |
|
|
2017
Q2 | $660K | Sell |
3,791
-90
| -2% | -$15.7K | 0.12% | 122 |
|
|
2017
Q1 | $621K | Sell |
3,881
-117
| -3% | -$18.7K | 0.11% | 126 |
|
|
2016
Q4 | $597K | Sell |
3,998
-12
| -0.3% | -$1.79K | 0.14% | 122 |
|
|
2016
Q3 | $591K | Buy |
4,010
+167
| +4% | +$24.6K | 0.16% | 118 |
|
|
2016
Q2 | $563K | Buy |
3,843
+230
| +6% | +$33.7K | 0.16% | 123 |
|
|
2016
Q1 | $503K | Sell |
3,613
-174
| -5% | -$24.2K | 0.18% | 108 |
|
|
2015
Q4 | $477K | Hold |
3,787
| – | – | 0.19% | 112 |
|
|
2015
Q3 | $449K | Buy |
3,787
+279
| +8% | +$33.1K | 0.19% | 120 |
|
|
2015
Q2 | $453K | Buy |
3,508
+64
| +2% | +$8.27K | 0.16% | 113 |
|
|
2015
Q1 | $475K | Sell |
3,444
-296
| -8% | -$40.8K | 0.18% | 106 |
|
|
2014
Q4 | $514K | Buy |
3,740
+775
| +26% | +$107K | 0.22% | 94 |
|
|
2014
Q3 | $351K | Sell |
2,965
-14
| -0.5% | -$1.66K | 0.17% | 109 |
|
|
2014
Q2 | $357K | Buy |
2,979
+19
| +0.6% | +$2.28K | 0.17% | 110 |
|
|
2014
Q1 | $336K | Buy |
2,960
+108
| +4% | +$12.3K | 0.2% | 107 |
|
|
2013
Q4 | $334K | Buy |
2,852
+101
| +4% | +$11.8K | 0.2% | 108 |
|
|
2013
Q3 | $275K | Hold |
2,751
| – | – | 0.18% | 100 |
|
|
2013
Q2 | $252K | Buy |
+2,751
| New | +$252K | 0.19% | 98 |
|