FAM
Formidable Asset Management’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $703K | Hold |
4,787
| – | – | 0.12% | 168 |
|
|
2025
Q1 | $703K | Sell |
4,787
-68
| -1% | -$9.99K | 0.12% | 174 |
|
|
2024
Q4 | $627K | Hold |
4,855
| – | – | 0.1% | 198 |
|
|
2024
Q3 | $664K | Sell |
4,855
-321
| -6% | -$43.9K | 0.11% | 184 |
|
|
2024
Q2 | $529K | Buy |
5,176
+139
| +3% | +$14.2K | 0.09% | 225 |
|
|
2024
Q1 | $534K | Buy |
5,037
+102
| +2% | +$10.8K | 0.09% | 221 |
|
|
2023
Q4 | $540K | Sell |
4,935
-341
| -6% | -$37.3K | 0.11% | 165 |
|
|
2023
Q3 | $494K | Sell |
5,276
-186
| -3% | -$17.4K | 0.11% | 171 |
|
|
2023
Q2 | $547K | Buy |
5,462
+2
| +0% | +$200 | 0.12% | 161 |
|
|
2023
Q1 | $572K | Buy |
5,460
+1
| +0% | +$105 | 0.12% | 160 |
|
|
2022
Q4 | $655K | Hold |
5,459
| – | – | 0.15% | 134 |
|
|
2022
Q3 | $654K | Buy |
5,459
+2
| +0% | +$240 | 0.15% | 119 |
|
|
2022
Q2 | $712K | Buy |
5,457
+286
| +6% | +$37.3K | 0.16% | 113 |
|
|
2022
Q1 | $770K | Buy |
5,171
+1
| +0% | +$149 | 0.15% | 120 |
|
|
2021
Q4 | $929K | Buy |
5,170
+84
| +2% | +$15.1K | 0.18% | 111 |
|
|
2021
Q3 | $892K | Hold |
5,086
| – | – | 0.17% | 115 |
|
|
2021
Q2 | $1.01M | Buy |
5,086
+1
| +0% | +$199 | 0.22% | 89 |
|
|
2021
Q1 | $981K | Buy |
5,085
+66
| +1% | +$12.7K | 0.21% | 107 |
|
|
2020
Q4 | $866K | Sell |
5,019
-450
| -8% | -$77.6K | 0.2% | 102 |
|
|
2020
Q3 | $876K | Sell |
5,469
-157
| -3% | -$25.1K | 0.26% | 84 |
|
|
2020
Q2 | $895K | Hold |
5,626
| – | – | 0.26% | 82 |
|
|
2020
Q1 | $769K | Sell |
5,626
-340
| -6% | -$46.5K | 0.3% | 74 |
|
|
2019
Q4 | $1.07M | Buy |
+5,966
| New | +$1.07M | 0.34% | 71 |
|
|
2019
Q3 | – | Sell |
-6,463
| Closed | -$1.13M | – | 191 |
|
|
2019
Q2 | $1.13M | Buy |
+6,463
| New | +$1.13M | 0.39% | 67 |
|
|
2018
Q1 | – | Sell |
-8
| Closed | -$1K | – | 109 |
|
|
2017
Q4 | $1K | Sell |
8
-5,221
| -100% | -$653K | ﹤0.01% | 111 |
|
|
2017
Q3 | $1.1M | Buy |
5,229
+18
| +0.3% | +$3.78K | 0.46% | 39 |
|
|
2017
Q2 | $1.09M | Buy |
5,211
+150
| +3% | +$31.2K | 0.54% | 33 |
|
|
2017
Q1 | $1.01M | Sell |
5,061
-100
| -2% | -$19.9K | 0.44% | 43 |
|
|
2016
Q4 | $922K | Hold |
5,161
| – | – | 0.47% | 46 |
|
|
2016
Q3 | $910K | Buy |
5,161
+109
| +2% | +$19.2K | 0.45% | 43 |
|
|
2016
Q2 | $917K | Buy |
5,052
+1,345
| +36% | +$244K | 0.51% | 37 |
|
|
2016
Q1 | $624K | Sell |
3,707
-21
| -0.6% | -$3.54K | 0.44% | 53 |
|
|
2015
Q4 | $538K | Buy |
3,728
+191
| +5% | +$27.6K | 0.37% | 58 |
|
|
2015
Q3 | $501K | Buy |
3,537
+398
| +13% | +$56.4K | 0.33% | 68 |
|
|
2015
Q2 | $484K | Hold |
3,139
| – | – | 0.31% | 76 |
|
|
2015
Q1 | $502K | Hold |
3,139
| – | – | 0.33% | 67 |
|
|
2014
Q4 | $516K | Hold |
3,139
| – | – | 0.35% | 67 |
|
|
2014
Q3 | $481K | Buy |
3,139
+39
| +1% | +$5.98K | 0.32% | 75 |
|
|
2014
Q2 | $444K | Hold |
3,100
| – | – | 0.27% | 88 |
|
|
2014
Q1 | $425K | Hold |
3,100
| – | – | 0.3% | 74 |
|
|
2013
Q4 | $404K | Hold |
3,100
| – | – | 0.27% | 84 |
|
|
2013
Q3 | $370K | Buy |
+3,100
| New | +$370K | 0.32% | 77 |
|