Foundations Investment Advisors’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $856K | Sell |
5,626
-17,291
| -75% | -$2.63M | 0.01% | 465 |
|
|
2025
Q1 | $3.37M | Sell |
22,917
-14,515
| -39% | -$2.13M | 0.06% | 238 |
|
|
2024
Q4 | $4.83M | Buy |
37,432
+33,237
| +792% | +$4.29M | 0.09% | 194 |
|
|
2024
Q3 | $573K | Buy |
4,195
+724
| +21% | +$99K | 0.01% | 488 |
|
|
2024
Q2 | $355K | Sell |
3,471
-887
| -20% | -$90.6K | 0.01% | 574 |
|
|
2024
Q1 | $387K | Buy |
4,358
+765
| +21% | +$67.9K | 0.01% | 522 |
|
|
2023
Q4 | $288K | Sell |
3,593
-482
| -12% | -$38.6K | 0.01% | 557 |
|
|
2023
Q3 | $319K | Buy |
4,075
+91
| +2% | +$7.12K | 0.01% | 498 |
|
|
2023
Q2 | $333K | Buy |
3,984
+239
| +6% | +$20K | 0.01% | 451 |
|
|
2023
Q1 | $329K | Buy |
3,745
+971
| +35% | +$85.3K | 0.01% | 377 |
|
|
2022
Q4 | $278K | Buy |
+2,774
| New | +$278K | 0.01% | 354 |
|
|
2022
Q3 | – | Sell |
-1,945
| Closed | -$211K | – | 424 |
|
|
2022
Q2 | $211K | Sell |
1,945
-68
| -3% | -$7.38K | 0.01% | 360 |
|
|
2022
Q1 | $248K | Buy |
2,013
+31
| +2% | +$3.82K | 0.01% | 310 |
|
|
2021
Q4 | $297K | Buy |
1,982
+157
| +9% | +$23.5K | 0.01% | 274 |
|
|
2021
Q3 | $271K | Buy |
1,825
+161
| +10% | +$23.9K | 0.01% | 267 |
|
|
2021
Q2 | $280K | Sell |
1,664
-224
| -12% | -$37.7K | 0.01% | 249 |
|
|
2021
Q1 | $308K | Buy |
+1,888
| New | +$308K | 0.02% | 176 |
|
|
2020
Q4 | – | Sell |
-7,091
| Closed | -$951K | – | 196 |
|
|
2020
Q3 | $951K | Sell |
7,091
-2,589
| -27% | -$347K | 0.21% | 74 |
|
|
2020
Q2 | $1.27M | Sell |
9,680
-463
| -5% | -$60.8K | 0.11% | 60 |
|
|
2020
Q1 | $1.13M | Buy |
+10,143
| New | +$1.13M | 0.13% | 36 |
|