Financial Gravity Asset Management’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $2.51M | Buy |
+17,062
| New | +$2.51M | 0.55% | 41 |
|
|
2024
Q2 | $1.83M | Sell |
17,917
-19,617
| -52% | -$2M | 0.46% | 57 |
|
|
2024
Q1 | $3.38M | Sell |
37,534
-185,973
| -83% | -$16.7M | 0.45% | 56 |
|
|
2023
Q4 | $76.8M | Buy |
223,507
+18,074
| +9% | +$6.21M | 0.81% | 53 |
|
|
2023
Q3 | $75.1M | Buy |
205,433
+197,283
| +2,421% | +$72.2M | 0.83% | 52 |
|
|
2023
Q2 | $789 | Buy |
8,150
+851
| +12% | +$82 | ﹤0.01% | 871 |
|
|
2023
Q1 | $640 | Buy |
7,299
+5,494
| +304% | +$482 | 0.02% | 419 |
|
|
2022
Q4 | $307 | Buy |
1,805
+149
| +9% | +$25 | ﹤0.01% | 874 |
|
|
2022
Q3 | $153 | Sell |
1,656
-3,548
| -68% | -$328 | 0.01% | 593 |
|
|
2022
Q2 | $564 | Buy |
5,204
+3,617
| +228% | +$392 | 0.02% | 370 |
|
|
2022
Q1 | $194 | Sell |
1,587
-2,670
| -63% | -$326 | 0.01% | 579 |
|
|
2021
Q4 | $807 | Buy |
4,257
+969
| +29% | +$184 | 0.02% | 414 |
|
|
2021
Q3 | $653K | Sell |
3,288
-3,860
| -54% | -$767K | 0.31% | 61 |
|
|
2021
Q2 | $1.39M | Buy |
7,148
+588
| +9% | +$114K | 0.5% | 43 |
|
|
2021
Q1 | $1.34K | Buy |
6,560
+2,844
| +77% | +$582 | 0.03% | 266 |
|
|
2020
Q4 | $539K | Buy |
+3,716
| New | +$539K | 0.49% | 57 |
|
|
2020
Q2 | – | Sell |
-1,157
| Closed | -$458 | – | 548 |
|
|
2020
Q1 | $458 | Buy |
1,157
+839
| +264% | +$332 | ﹤0.01% | 572 |
|
|
2019
Q4 | $218K | Hold |
318
| – | – | 0.15% | 100 |
|
|
2019
Q3 | $44K | Sell |
318
-10
| -3% | -$1.38K | 0.04% | 310 |
|
|
2019
Q2 | $47K | Sell |
328
-964
| -75% | -$138K | 0.04% | 333 |
|
|
2019
Q1 | $229K | Buy |
+1,292
| New | +$229K | 0.19% | 121 |
|
|
2018
Q3 | $71K | Buy |
457
+12
| +3% | +$1.86K | 0.07% | 258 |
|
|
2018
Q2 | $75K | Buy |
445
+31
| +7% | +$5.23K | 0.07% | 254 |
|
|
2018
Q1 | $67K | Buy |
+414
| New | +$67K | 0.07% | 248 |
|