First Heartland Consultants’s 3M MMM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-1,652
| Closed | -$213K | – | 469 |
|
2024
Q4 | $213K | Sell |
1,652
-125
| -7% | -$16.1K | 0.02% | 418 |
|
2024
Q3 | $243K | Buy |
+1,777
| New | +$243K | 0.03% | 385 |
|
2022
Q3 | – | Sell |
-5,846
| Closed | -$632K | – | 363 |
|
2022
Q2 | $632K | Buy |
5,846
+3,989
| +215% | +$431K | 0.1% | 159 |
|
2022
Q1 | $231K | Buy |
1,857
+257
| +16% | +$32K | 0.04% | 306 |
|
2021
Q4 | $237 | Sell |
1,600
-3
| -0.2% | – | 0.01% | 325 |
|
2021
Q3 | $235K | Buy |
1,603
+92
| +6% | +$13.5K | 0.04% | 341 |
|
2021
Q2 | $251K | Sell |
1,511
-167
| -10% | -$27.7K | 0.04% | 324 |
|
2021
Q1 | $270K | Sell |
1,678
-94
| -5% | -$15.1K | 0.04% | 305 |
|
2020
Q4 | $259K | Buy |
1,772
+71
| +4% | +$10.4K | 0.04% | 275 |
|
2020
Q3 | $228K | Sell |
1,701
-20
| -1% | -$2.68K | 0.04% | 253 |
|
2020
Q2 | $225K | Buy |
+1,721
| New | +$225K | 0.04% | 246 |
|
2020
Q1 | – | Sell |
-1,513
| Closed | -$223K | – | 286 |
|
2019
Q4 | $223K | Buy |
1,513
+56
| +4% | +$8.25K | 0.04% | 275 |
|
2019
Q3 | $200K | Sell |
1,457
-1,324
| -48% | -$182K | 0.04% | 281 |
|
2019
Q2 | $403K | Buy |
2,781
+249
| +10% | +$36.1K | 0.1% | 181 |
|
2019
Q1 | $440K | Buy |
2,532
+8
| +0.3% | +$1.39K | 0.12% | 156 |
|
2018
Q4 | $402K | Sell |
2,524
-12
| -0.5% | -$1.91K | 0.15% | 136 |
|
2018
Q3 | $447K | Sell |
2,536
-223
| -8% | -$39.3K | 0.14% | 142 |
|
2018
Q2 | $454K | Buy |
2,759
+234
| +9% | +$38.5K | 0.16% | 145 |
|
2018
Q1 | $463K | Buy |
2,525
+132
| +6% | +$24.2K | 0.14% | 166 |
|
2017
Q4 | $471K | Buy |
2,393
+698
| +41% | +$137K | 0.14% | 161 |
|
2017
Q3 | $297K | Buy |
+1,695
| New | +$297K | 0.07% | 268 |
|
2017
Q2 | – | Sell |
-1,829
| Closed | -$292K | – | 349 |
|
2017
Q1 | $292K | Buy |
1,829
+2
| +0.1% | +$319 | 0.08% | 256 |
|
2016
Q4 | $273K | Buy |
1,827
+2
| +0.1% | +$299 | 0.08% | 263 |
|
2016
Q3 | $269K | Hold |
1,825
| – | – | 0.08% | 260 |
|
2016
Q2 | $267 | Buy |
1,825
+13
| +0.7% | +$2 | 0.03% | 248 |
|
2016
Q1 | $252K | Sell |
1,812
-23
| -1% | -$3.2K | 0.1% | 216 |
|
2015
Q4 | $231K | Hold |
1,835
| – | – | 0.09% | 231 |
|
2015
Q3 | $218K | Hold |
1,835
| – | – | 0.09% | 225 |
|
2015
Q2 | $237 | Sell |
1,835
-105
| -5% | -$14 | 0.06% | 222 |
|
2015
Q1 | $268K | Sell |
1,940
-100
| -5% | -$13.8K | 0.1% | 203 |
|
2014
Q4 | $280K | Buy |
2,040
+119
| +6% | +$16.3K | 0.12% | 187 |
|
2014
Q3 | $228K | Sell |
1,921
-12
| -0.6% | -$1.42K | 0.1% | 211 |
|
2014
Q2 | $231K | Buy |
+1,933
| New | +$231K | 0.1% | 211 |
|