Gladstone Institutional Advisory’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.2M | Sell |
14,470
-3,896
| -21% | -$593K | 0.09% | 231 |
|
|
2025
Q1 | $2.7M | Sell |
18,366
-15,654
| -46% | -$2.3M | 0.13% | 180 |
|
|
2024
Q4 | $4.39M | Buy |
34,020
+14,496
| +74% | +$1.87M | 0.2% | 114 |
|
|
2024
Q3 | $2.67M | Sell |
19,524
-5,044
| -21% | -$690K | 0.13% | 182 |
|
|
2024
Q2 | $2.51M | Sell |
24,568
-5,925
| -19% | -$605K | 0.13% | 188 |
|
|
2024
Q1 | $2.7M | Buy |
30,493
+1,795
| +6% | +$159K | 0.15% | 179 |
|
|
2023
Q4 | $2.62M | Buy |
28,698
+4,682
| +19% | +$428K | 0.15% | 175 |
|
|
2023
Q3 | $1.88M | Sell |
24,016
-2,182
| -8% | -$171K | 0.12% | 191 |
|
|
2023
Q2 | $2.19M | Sell |
26,198
-6,167
| -19% | -$516K | 0.13% | 184 |
|
|
2023
Q1 | $2.84M | Buy |
32,365
+1,594
| +5% | +$140K | 0.18% | 156 |
|
|
2022
Q4 | $3.09M | Buy |
30,771
+334
| +1% | +$33.5K | 0.22% | 132 |
|
|
2022
Q3 | $2.81M | Buy |
30,437
+8,007
| +36% | +$740K | 0.22% | 114 |
|
|
2022
Q2 | $2.43M | Buy |
22,430
+13,296
| +146% | +$1.44M | 0.19% | 137 |
|
|
2022
Q1 | $1.14M | Sell |
9,134
-18,010
| -66% | -$2.24M | 0.08% | 273 |
|
|
2021
Q4 | $4.03M | Buy |
27,144
+9,348
| +53% | +$1.39M | 0.31% | 91 |
|
|
2021
Q3 | $2.61M | Buy |
17,796
+13,374
| +302% | +$1.96M | 0.25% | 113 |
|
|
2021
Q2 | $734K | Buy |
4,422
+258
| +6% | +$42.8K | 0.09% | 234 |
|
|
2021
Q1 | $671K | Buy |
4,164
+2,387
| +134% | +$385K | 0.1% | 196 |
|
|
2020
Q4 | $260K | Sell |
1,777
-94
| -5% | -$13.8K | 0.05% | 250 |
|
|
2020
Q3 | $251K | Sell |
1,871
-168
| -8% | -$22.5K | 0.06% | 227 |
|
|
2020
Q2 | $266K | Sell |
2,039
-938
| -32% | -$122K | 0.07% | 189 |
|
|
2020
Q1 | $340K | Buy |
2,977
+543
| +22% | +$62K | 0.09% | 173 |
|
|
2019
Q4 | $359K | Sell |
2,434
-817
| -25% | -$121K | 0.09% | 174 |
|
|
2019
Q3 | $446K | Buy |
3,251
+592
| +22% | +$81.2K | 0.11% | 158 |
|
|
2019
Q2 | $386K | Buy |
+2,659
| New | +$386K | 0.12% | 172 |
|