Fragasso Financial Advisors’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $381K | Buy |
2,506
+110
| +5% | +$16.7K | 0.03% | 208 |
|
|
2025
Q1 | $352K | Buy |
2,396
+57
| +2% | +$8.37K | 0.03% | 203 |
|
|
2024
Q4 | $302K | Buy |
2,339
+27
| +1% | +$3.49K | 0.02% | 208 |
|
|
2024
Q3 | $316K | Sell |
2,312
-326
| -12% | -$44.6K | 0.02% | 201 |
|
|
2024
Q2 | $270K | Sell |
2,638
-390
| -13% | -$39.9K | 0.02% | 221 |
|
|
2024
Q1 | $269K | Buy |
3,028
+64
| +2% | +$5.68K | 0.02% | 221 |
|
|
2023
Q4 | $271K | Sell |
2,964
-93
| -3% | -$8.5K | 0.02% | 213 |
|
|
2023
Q3 | $239K | Buy |
3,057
+111
| +4% | +$8.69K | 0.03% | 207 |
|
|
2023
Q2 | $246K | Buy |
2,946
+131
| +5% | +$11K | 0.03% | 207 |
|
|
2023
Q1 | $247K | Sell |
2,815
-132
| -4% | -$11.6K | 0.03% | 194 |
|
|
2022
Q4 | $296K | Buy |
+2,947
| New | +$296K | 0.03% | 168 |
|
|
2020
Q1 | – | Sell |
-1,880
| Closed | -$277K | – | 129 |
|
|
2019
Q4 | $277K | Buy |
1,880
+8
| +0.4% | +$1.18K | 0.05% | 119 |
|
|
2019
Q3 | $257K | Sell |
1,872
-56
| -3% | -$7.69K | 0.05% | 111 |
|
|
2019
Q2 | $279K | Buy |
+1,928
| New | +$279K | 0.06% | 109 |
|