Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-987
Closed -$158K 300
2025
Q4
$158K Buy
+987
New +$161K 0.06% 168
2025
Q2
Sell
-1,415
Closed -$208K 158
2025
Q1
$208K Buy
+1,415
New +$208K 0.09% 151
2024
Q4
Sell
-1,476
Closed -$202K 150
2024
Q3
$202K Buy
+1,476
New +$181K 0.09% 146
2023
Q1
Sell
-2,124
Closed -$213K 165
2022
Q4
$213K Buy
+2,124
New +$217K 0.1% 151
2022
Q3
Sell
-2,641
Closed -$286K 169
2022
Q2
$286K Buy
2,641
+355
+16% +$42.9K 0.12% 153
2022
Q1
$285K Sell
2,286
-59
-3% -$7.84K 0.11% 155
2021
Q4
$348K Buy
2,345
+1
+0% +$149 0.14% 148
2021
Q3
$344K Buy
2,344
+48
+2% +$7.78K 0.16% 148
2021
Q2
$382K Hold
2,296
0.18% 139
2021
Q1
$370K Sell
2,296
-399
-15% -$59.7K 0.19% 133
2020
Q4
$394K Sell
2,695
-83
-3% -$11.8K 0.22% 122
2020
Q3
$372K Buy
2,778
+137
+5% +$18.4K 0.24% 116
2020
Q2
$345K Buy
2,641
+336
+15% +$42.3K 0.26% 116
2020
Q1
$263K Hold
2,305
0.24% 111
2019
Q4
$340K Hold
2,305
0.24% 107
2019
Q3
$317K Sell
2,305
-59
-2% -$8.25K 0.24% 108
2019
Q2
$343K Sell
2,364
-12
-0.5% -$1.85K 0.27% 107
2019
Q1
$413K Buy
2,376
+98
+4% +$16.5K 0.33% 95
2018
Q4
$363K Hold
2,278
0.32% 94
2018
Q3
$401K Sell
2,278
-9
-0.4% -$1.55K 0.31% 98
2018
Q2
$376K Hold
2,287
0.3% 101
2018
Q1
$420K Buy
2,287
+120
+6% +$23.8K 0.35% 90
2017
Q4
$427K Hold
2,167
0.36% 92
2017
Q3
$380K Hold
2,167
0.34% 99
2017
Q2
$377K Buy
+2,167
New +$362K 0.35% 99

Other funds holding MMM