FSA
Fort Sheridan Advisors’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $242K | Sell |
1,588
-200
| -11% | -$30.4K | 0.03% | 226 |
|
|
2025
Q1 | $263K | Sell |
1,788
-600
| -25% | -$88.1K | 0.04% | 208 |
|
|
2024
Q4 | $308K | Hold |
2,388
| – | – | 0.05% | 198 |
|
|
2024
Q3 | $326K | Sell |
2,388
-496
| -17% | -$67.8K | 0.05% | 192 |
|
|
2024
Q2 | $295K | Buy |
+2,884
| New | +$295K | 0.05% | 190 |
|
|
2023
Q3 | – | Sell |
-2,976
| Closed | -$298K | – | 201 |
|
|
2023
Q2 | $298K | Buy |
2,976
+77
| +3% | +$7.71K | 0.07% | 153 |
|
|
2023
Q1 | $305K | Buy |
2,899
+134
| +5% | +$14.1K | 0.08% | 149 |
|
|
2022
Q4 | $332K | Buy |
2,765
+556
| +25% | +$66.7K | 0.11% | 130 |
|
|
2022
Q3 | $244K | Sell |
2,209
-667
| -23% | -$73.7K | 0.08% | 156 |
|
|
2022
Q2 | $372K | Buy |
2,876
+221
| +8% | +$28.6K | 0.12% | 117 |
|
|
2022
Q1 | $395K | Hold |
2,655
| – | – | 0.12% | 115 |
|
|
2021
Q4 | $472K | Hold |
2,655
| – | – | 0.14% | 114 |
|
|
2021
Q3 | $466K | Sell |
2,655
-27
| -1% | -$4.74K | 0.15% | 108 |
|
|
2021
Q2 | $533K | Buy |
2,682
+606
| +29% | +$120K | 0.18% | 95 |
|
|
2021
Q1 | $400K | Hold |
2,076
| – | – | 0.16% | 91 |
|
|
2020
Q4 | $363K | Buy |
2,076
+76
| +4% | +$13.3K | 0.18% | 81 |
|
|
2020
Q3 | $320K | Buy |
+2,000
| New | +$320K | 0.19% | 74 |
|
|
2019
Q2 | – | Sell |
-1,000
| Closed | -$208K | – | 106 |
|
|
2019
Q1 | $208K | Buy |
+1,000
| New | +$208K | 0.14% | 87 |
|