Glassman Wealth Services’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,984
| Closed | -$181K | – | 1166 |
|
|
2023
Q4 | $181K | Sell |
1,984
-233
| -11% | -$18.7K | 0.03% | 206 |
|
|
2023
Q3 | $174K | Buy |
2,217
+193
| +10% | +$16.6K | 0.03% | 186 |
|
|
2023
Q2 | $169K | Buy |
2,024
+249
| +14% | +$21.2K | 0.03% | 190 |
|
|
2023
Q1 | $156K | Sell |
1,775
-268
| -13% | -$25.3K | 0.03% | 197 |
|
|
2022
Q4 | $205K | Buy |
2,043
+512
| +33% | +$52.2K | 0.04% | 173 |
|
|
2022
Q3 | $141K | Sell |
1,531
-128
| -8% | -$14K | 0.03% | 194 |
|
|
2022
Q2 | $180K | Sell |
1,659
-179
| -10% | -$21.6K | 0.04% | 172 |
|
|
2022
Q1 | $229K | Buy |
1,838
+146
| +9% | +$19.4K | 0.04% | 148 |
|
|
2021
Q4 | $251K | Sell |
1,692
-28
| -2% | -$4.17K | 0.05% | 131 |
|
|
2021
Q3 | $252K | Buy |
1,720
+64
| +4% | +$10.4K | 0.05% | 126 |
|
|
2021
Q2 | $275K | Sell |
1,656
-1,539
| -48% | -$257K | 0.06% | 111 |
|
|
2021
Q1 | $515K | Buy |
3,195
+57
| +2% | +$8.53K | 0.11% | 80 |
|
|
2020
Q4 | $459K | Buy |
3,138
+77
| +3% | +$10.9K | 0.11% | 81 |
|
|
2020
Q3 | $410K | Buy |
3,061
+142
| +5% | +$19.1K | 0.11% | 78 |
|
|
2020
Q2 | $381K | Buy |
2,919
+1,255
| +75% | +$158K | 0.12% | 82 |
|
|
2020
Q1 | $190K | Buy |
1,664
+301
| +22% | +$39.6K | 0.07% | 104 |
|
|
2019
Q4 | $201K | Buy |
1,363
+108
| +9% | +$15.1K | 0.08% | 117 |
|
|
2019
Q3 | $172K | Buy |
1,255
+36
| +3% | +$5.03K | 0.07% | 114 |
|
|
2019
Q2 | $177K | Buy |
1,219
+366
| +43% | +$56.3K | 0.07% | 115 |
|
|
2019
Q1 | $148K | Buy |
853
+119
| +16% | +$20K | 0.06% | 124 |
|
|
2018
Q4 | $117K | Hold |
734
| – | – | 0.06% | 128 |
|
|
2018
Q3 | $129K | Sell |
734
-14
| -2% | -$2.41K | 0.06% | 135 |
|
|
2018
Q2 | $123K | Sell |
748
-55
| -7% | -$9.39K | 0.06% | 126 |
|
|
2018
Q1 | $147K | Buy |
803
+154
| +24% | +$30.5K | 0.09% | 98 |
|
|
2017
Q4 | $128K | Buy |
649
+209
| +48% | +$40.2K | 0.08% | 96 |
|
|
2017
Q3 | $77K | Hold |
440
| – | – | 0.05% | 124 |
|
|
2017
Q2 | $77K | Hold |
440
| – | – | 0.05% | 127 |
|
|
2017
Q1 | $70K | Hold |
440
| – | – | 0.05% | 140 |
|
|
2016
Q4 | $66K | Buy |
440
+8
| +2% | +$1.15K | 0.05% | 159 |
|
|
2016
Q3 | $64K | Buy |
432
+193
| +81% | +$28.8K | 0.05% | 131 |
|
|
2016
Q2 | $35K | Hold |
239
| – | – | 0.03% | 165 |
|
|
2016
Q1 | $33K | Hold |
239
| – | – | 0.03% | 166 |
|
|
2015
Q4 | $30K | Hold |
239
| – | – | 0.03% | 178 |
|
|
2015
Q3 | $28K | Hold |
239
| – | – | 0.03% | 187 |
|
|
2015
Q2 | $31K | Hold |
239
| – | – | 0.03% | 181 |
|
|
2015
Q1 | $33K | Hold |
239
| – | – | 0.03% | 179 |
|
|
2014
Q4 | $33K | Buy |
+239
| New | +$30.7K | 0.02% | 187 |
|
Other funds holding MMM
Glassman Wealth Services's MMM Position: Q1 2024 in Review
Glassman Wealth Services sold out of 3M (MMM) in Q1 2024, closing a stake of 1,984 shares — an estimated $181K sold.
Glassman Wealth Services first reported a position in MMM in Q4 2014 and held it in 37 quarters. The position peaked at $515K in Q1 2021. 1,939 funds tracked by Wall St. Rank hold MMM as of Q1 2024.
- Glassman Wealth Services reported no remaining 3M position as of Q1 2024 after selling out during the quarter.
- Glassman Wealth Services sold 1,984 3M shares in Q1 2024, an estimated $181K.
- Glassman Wealth Services first reported a position in 3M in Q4 2014 and held it in 37 quarters.
- Glassman Wealth Services's 3M position peaked at $515K in Q1 2021.
- 1,939 funds tracked by Wall St. Rank held 3M as of Q1 2024.
Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.