Geneos Wealth Management’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.3M | Buy |
21,651
+8,398
| +63% | +$1.28M | 0.08% | 288 |
|
|
2025
Q1 | $1.95M | Buy |
13,253
+8,841
| +200% | +$1.3M | 0.03% | 496 |
|
|
2024
Q4 | $570K | Sell |
4,412
-127
| -3% | -$16.4K | 0.02% | 552 |
|
|
2024
Q3 | $621K | Buy |
4,539
+459
| +11% | +$62.7K | 0.02% | 506 |
|
|
2024
Q2 | $417K | Sell |
4,080
-2,261
| -36% | -$231K | 0.02% | 537 |
|
|
2024
Q1 | $562K | Buy |
6,341
+125
| +2% | +$11.1K | 0.03% | 472 |
|
|
2023
Q4 | $568K | Sell |
6,216
-5,767
| -48% | -$527K | 0.03% | 455 |
|
|
2023
Q3 | $938K | Sell |
11,983
-201
| -2% | -$15.7K | 0.05% | 330 |
|
|
2023
Q2 | $1.02M | Buy |
12,184
+2,496
| +26% | +$209K | 0.05% | 312 |
|
|
2023
Q1 | $851K | Sell |
9,688
-113
| -1% | -$9.93K | 0.05% | 327 |
|
|
2022
Q4 | $983K | Sell |
9,801
-1,535
| -14% | -$154K | 0.06% | 281 |
|
|
2022
Q3 | $1.05M | Sell |
11,336
-4,175
| -27% | -$386K | 0.07% | 248 |
|
|
2022
Q2 | $1.67M | Sell |
15,511
-7,185
| -32% | -$772K | 0.08% | 231 |
|
|
2022
Q1 | $2.83M | Buy |
22,696
+606
| +3% | +$75.4K | 0.12% | 181 |
|
|
2021
Q4 | $3.28M | Sell |
22,090
-353
| -2% | -$52.4K | 0.12% | 175 |
|
|
2021
Q3 | $3.32M | Buy |
22,443
+1,054
| +5% | +$156K | 0.13% | 179 |
|
|
2021
Q2 | $3.57M | Buy |
21,389
+1,683
| +9% | +$281K | 0.14% | 161 |
|
|
2021
Q1 | $3.25M | Buy |
19,706
+4,734
| +32% | +$780K | 0.09% | 222 |
|
|
2020
Q4 | $2.3M | Buy |
14,972
+2,708
| +22% | +$416K | 0.09% | 214 |
|
|
2020
Q3 | $1.64M | Sell |
12,264
-1,466
| -11% | -$196K | 0.09% | 222 |
|
|
2020
Q2 | $1.75M | Sell |
13,730
-902
| -6% | -$115K | 0.1% | 203 |
|
|
2020
Q1 | $1.63M | Buy |
14,632
+467
| +3% | +$52K | 0.11% | 188 |
|
|
2019
Q4 | $2.1M | Buy |
14,165
+122
| +0.9% | +$18.1K | 0.11% | 197 |
|
|
2019
Q3 | $1.93M | Sell |
14,043
-265
| -2% | -$36.5K | 0.12% | 184 |
|
|
2019
Q2 | $2.07M | Buy |
14,308
+544
| +4% | +$78.8K | 0.13% | 168 |
|
|
2019
Q1 | $2.39M | Sell |
13,764
-107
| -0.8% | -$18.6K | 0.16% | 164 |
|
|
2018
Q4 | $2.2M | Buy |
13,871
+295
| +2% | +$46.7K | 0.16% | 159 |
|
|
2018
Q3 | $2.39M | Buy |
13,576
+55
| +0.4% | +$9.69K | 0.16% | 155 |
|
|
2018
Q2 | $2.22M | Sell |
13,521
-1,831
| -12% | -$301K | 0.17% | 137 |
|
|
2018
Q1 | $2.82M | Sell |
15,352
-606
| -4% | -$111K | 0.25% | 108 |
|
|
2017
Q4 | $3.14M | Buy |
15,958
+909
| +6% | +$179K | 0.28% | 93 |
|
|
2017
Q3 | $2.64M | Sell |
15,049
-672
| -4% | -$118K | 0.26% | 110 |
|
|
2017
Q2 | $2.74M | Buy |
15,721
+997
| +7% | +$174K | 0.28% | 94 |
|
|
2017
Q1 | $2.36M | Buy |
14,724
+587
| +4% | +$93.9K | 0.24% | 104 |
|
|
2016
Q4 | $2.11M | Sell |
14,137
-289
| -2% | -$43.1K | 0.28% | 92 |
|
|
2016
Q3 | $2.13M | Buy |
14,426
+243
| +2% | +$35.8K | 0.29% | 87 |
|
|
2016
Q2 | $2.08M | Sell |
14,183
-351
| -2% | -$51.5K | 0.3% | 83 |
|
|
2016
Q1 | $2.04M | Buy |
+14,534
| New | +$2.04M | 0.31% | 77 |
|