Frontier Wealth Management’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $3.01M | Buy |
27,809
+4,250
| +18% | +$514K | 0.22% | 101 |
|
|
2022
Q1 | $2.93M | Sell |
23,559
-6,383
| -21% | -$849K | 0.04% | 91 |
|
|
2021
Q4 | $4.45M | Buy |
29,942
+1,966
| +7% | +$293K | 0.29% | 74 |
|
|
2021
Q3 | $4.1M | Buy |
27,976
+1,782
| +7% | +$289K | 0.28% | 73 |
|
|
2021
Q2 | $4.35M | Buy |
26,194
+142
| +0.5% | +$23.7K | 0.3% | 69 |
|
|
2021
Q1 | $4.2M | Buy |
26,052
+284
| +1% | +$42.5K | 0.32% | 60 |
|
|
2020
Q4 | $3.77M | Sell |
25,768
-940
| -4% | -$133K | 0.31% | 67 |
|
|
2020
Q3 | $3.58M | Buy |
26,708
+864
| +3% | +$116K | 0.33% | 60 |
|
|
2020
Q2 | $3.37M | Buy |
25,844
+2,738
| +12% | +$345K | 0.31% | 60 |
|
|
2020
Q1 | $2.64M | Buy |
23,106
+5,847
| +34% | +$769K | 0.43% | 63 |
|
|
2019
Q4 | $2.55M | Sell |
17,259
-2,970
| -15% | -$416K | 0.41% | 56 |
|
|
2019
Q3 | $2.78M | Sell |
20,229
-5,379
| -21% | -$752K | 0.41% | 52 |
|
|
2019
Q2 | $3.71M | Buy |
25,608
+3,286
| +15% | +$506K | 0.55% | 43 |
|
|
2019
Q1 | $3.88M | Sell |
22,322
-172
| -0.8% | -$29K | 0.53% | 42 |
|
|
2018
Q4 | $3.58M | Sell |
22,494
-319
| -1% | -$53K | 0.54% | 43 |
|
|
2018
Q3 | $4.02M | Buy |
22,813
+1,354
| +6% | +$233K | 0.38% | 45 |
|
|
2018
Q2 | $3.53M | Buy |
21,459
+3,274
| +18% | +$559K | 0.51% | 45 |
|
|
2018
Q1 | $3.34M | Buy |
18,185
+12,175
| +203% | +$2.41M | 0.47% | 55 |
|
|
2017
Q4 | $1.18M | Sell |
6,010
-12,190
| -67% | -$2.35M | 0.19% | 123 |
|
|
2017
Q3 | $3.19M | Sell |
18,200
-114
| -0.6% | -$19.8K | 0.46% | 55 |
|
|
2017
Q2 | $3.19M | Sell |
18,314
-1,892
| -9% | -$316K | 0.49% | 54 |
|
|
2017
Q1 | $3.23M | Buy |
20,206
+107
| +0.5% | +$16.4K | 0.49% | 56 |
|
|
2016
Q4 | $3M | Buy |
20,099
+15
| +0.1% | +$2.17K | 0.49% | 58 |
|
|
2016
Q3 | $2.96M | Hold |
20,084
| – | – | 0.45% | 55 |
|
|
2016
Q2 | $2.94M | Sell |
20,084
-120
| -0.6% | -$16.9K | 0.47% | 55 |
|
|
2016
Q1 | $2.81M | Sell |
20,204
-1,798
| -8% | -$231K | 0.24% | 59 |
|
|
2015
Q4 | $2.77M | Buy |
22,002
+479
| +2% | +$61.6K | 0.44% | 58 |
|
|
2015
Q3 | $2.55M | Buy |
21,523
+3,331
| +18% | +$410K | 0.4% | 62 |
|
|
2015
Q2 | $2.35M | Buy |
18,192
+1,016
| +6% | +$136K | 0.36% | 60 |
|
|
2015
Q1 | $2.37M | Buy |
17,176
+14,168
| +471% | +$1.95M | 0.38% | 49 |
|
|
2014
Q4 | $413K | Buy |
+3,008
| New | +$386K | 0.08% | 162 |
|
Other funds holding MMM
