Financial Perspectives’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.14M | Buy |
14,026
+2
| +0% | +$304 | 0.65% | 33 |
|
|
2025
Q1 | $2.06M | Buy |
14,024
+185
| +1% | +$27.2K | 0.71% | 31 |
|
|
2024
Q4 | $1.79M | Buy |
13,839
+2
| +0% | +$258 | 0.6% | 33 |
|
|
2024
Q3 | $1.89M | Sell |
13,837
-1,498
| -10% | -$205K | 0.66% | 31 |
|
|
2024
Q2 | $1.57M | Sell |
15,335
-2,798
| -15% | -$286K | 0.58% | 34 |
|
|
2024
Q1 | $1.61M | Sell |
18,133
-119
| -0.7% | -$10.6K | 0.61% | 33 |
|
|
2023
Q4 | $1.67M | Sell |
18,252
-709
| -4% | -$64.8K | 0.68% | 30 |
|
|
2023
Q3 | $1.48M | Buy |
18,961
+7
| +0% | +$548 | 0.68% | 30 |
|
|
2023
Q2 | $1.59M | Buy |
18,954
+7
| +0% | +$586 | 0.7% | 30 |
|
|
2023
Q1 | $1.67M | Buy |
18,947
+7
| +0% | +$615 | 0.8% | 26 |
|
|
2022
Q4 | $1.9M | Buy |
18,940
+223
| +1% | +$22.4K | 0.97% | 23 |
|
|
2022
Q3 | $1.73M | Hold |
18,717
| – | – | 0.97% | 22 |
|
|
2022
Q2 | $2.03M | Buy |
18,717
+4
| +0% | +$433 | 1.14% | 19 |
|
|
2022
Q1 | $2.33M | Hold |
18,713
| – | – | 1.09% | 20 |
|
|
2021
Q4 | $2.78M | Sell |
18,713
-59
| -0.3% | -$8.76K | 1.31% | 19 |
|
|
2021
Q3 | $2.75M | Buy |
18,772
+1,053
| +6% | +$154K | 1.39% | 14 |
|
|
2021
Q2 | $2.94M | Sell |
17,719
-2,824,982
| -99% | -$469M | 1.43% | 15 |
|
|
2021
Q1 | $12.3M | Buy |
2,842,701
+2,827,947
| +19,167% | +$12.3M | 0.61% | 26 |
|
|
2020
Q4 | $2.16M | Buy |
14,754
+355
| +2% | +$51.9K | 1.22% | 17 |
|
|
2020
Q3 | $1.93M | Hold |
14,399
| – | – | 1.27% | 16 |
|
|
2020
Q2 | $1.88M | Hold |
14,399
| – | – | 1.34% | 13 |
|
|
2020
Q1 | $1.64M | Sell |
14,399
-135
| -0.9% | -$15.4K | 1.33% | 12 |
|
|
2019
Q4 | $2.14M | Buy |
+14,534
| New | +$2.14M | 1.46% | 10 |
|