Financial Partners Capital Management’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $1.04M | Buy |
10,333
+209
| +2% | +$21K | 0.23% | 79 |
|
|
2022
Q3 | $935K | Sell |
10,124
-13,233
| -57% | -$1.22M | 0.22% | 81 |
|
|
2022
Q2 | $2.53M | Buy |
23,357
+6,692
| +40% | +$724K | 0.54% | 54 |
|
|
2022
Q1 | $2.07M | Buy |
16,665
+1,263
| +8% | +$157K | 0.39% | 63 |
|
|
2021
Q4 | $2.29M | Buy |
15,402
+1,040
| +7% | +$154K | 0.41% | 58 |
|
|
2021
Q3 | $2.11M | Buy |
14,362
+1,747
| +14% | +$256K | 0.38% | 57 |
|
|
2021
Q2 | $2.1M | Buy |
12,615
+10,821
| +603% | +$1.8M | 0.38% | 53 |
|
|
2021
Q1 | $289K | Hold |
1,794
| – | – | 0.06% | 97 |
|
|
2020
Q4 | $262K | Hold |
1,794
| – | – | 0.06% | 91 |
|
|
2020
Q3 | $240K | Hold |
1,794
| – | – | 0.06% | 93 |
|
|
2020
Q2 | $234K | Hold |
1,794
| – | – | 0.07% | 87 |
|
|
2020
Q1 | $205K | Buy |
+1,794
| New | +$205K | 0.07% | 86 |
|
|
2018
Q4 | – | Sell |
-1,465
| Closed | -$258K | – | 85 |
|
|
2018
Q3 | $258K | Sell |
1,465
-120
| -8% | -$21.1K | 0.07% | 74 |
|
|
2018
Q2 | $261K | Buy |
1,585
+120
| +8% | +$19.8K | 0.08% | 70 |
|
|
2018
Q1 | $269K | Hold |
1,465
| – | – | 0.08% | 67 |
|
|
2017
Q4 | $288K | Hold |
1,465
| – | – | 0.05% | 109 |
|
|
2017
Q3 | $257K | Hold |
1,465
| – | – | 0.05% | 109 |
|
|
2017
Q2 | $255K | Hold |
1,465
| – | – | 0.05% | 107 |
|
|
2017
Q1 | $234K | Hold |
1,465
| – | – | 0.05% | 104 |
|
|
2016
Q4 | $219K | Hold |
1,465
| – | – | 0.05% | 103 |
|
|
2016
Q3 | $208K | Hold |
1,465
| – | – | 0.05% | 96 |
|
|
2016
Q2 | $215K | Hold |
1,465
| – | – | 0.06% | 92 |
|
|
2016
Q1 | $204K | Buy |
+1,465
| New | +$204K | 0.05% | 101 |
|