Global Retirement Partners’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $2.88M | Buy |
18,005
+6,852
| +61% | +$1.12M | 0.05% | 339 |
|
|
2025
Q3 | $1.73M | Buy |
11,153
+731
| +7% | +$113K | 0.04% | 395 |
|
|
2025
Q2 | $1.59M | Buy |
+10,422
| New | +$1.49M | 0.04% | 390 |
|
|
2024
Q4 | $1.96M | Buy |
15,149
+2,395
| +19% | +$314K | 0.06% | 305 |
|
|
2024
Q3 | $1.74M | Buy |
12,754
+6,503
| +104% | +$796K | 0.05% | 311 |
|
|
2024
Q2 | $639K | Sell |
6,251
-1,198
| -16% | -$117K | 0.02% | 538 |
|
|
2024
Q1 | $661K | Sell |
7,449
-55
| -0.7% | -$4.56K | 0.02% | 461 |
|
|
2023
Q4 | $675K | Buy |
7,504
+424
| +6% | +$34K | 0.03% | 424 |
|
|
2023
Q3 | $521K | Sell |
7,080
-1,046
| -13% | -$89.8K | 0.03% | 425 |
|
|
2023
Q2 | $680K | Buy |
8,126
+1,231
| +18% | +$105K | 0.03% | 389 |
|
|
2023
Q1 | $593K | Buy |
6,895
+3,769
| +121% | +$355K | 0.03% | 399 |
|
|
2022
Q4 | $313K | Buy |
3,126
+1,165
| +59% | +$119K | 0.02% | 474 |
|
|
2022
Q3 | $206K | Sell |
1,961
-790
| -29% | -$86.7K | 0.02% | 556 |
|
|
2022
Q2 | $298K | Buy |
2,751
+13
| +0.5% | +$1.57K | 0.02% | 462 |
|
|
2022
Q1 | $334K | Buy |
+2,738
| New | +$364K | 0.03% | 438 |
|
|
2021
Q4 | – | Sell |
-789
| Closed | -$116K | – | 1198 |
|
|
2021
Q3 | $116K | Buy |
789
+92
| +13% | +$14.9K | 0.01% | 606 |
|
|
2021
Q2 | $116K | Buy |
697
+9
| +1% | +$1.5K | 0.01% | 593 |
|
|
2021
Q1 | $111K | Buy |
688
+76
| +12% | +$11.4K | 0.01% | 543 |
|
|
2020
Q4 | $90K | Buy |
612
+12
| +2% | +$1.7K | 0.01% | 554 |
|
|
2020
Q3 | $80K | Hold |
600
| – | – | 0.01% | 530 |
|
|
2020
Q2 | $78K | Sell |
600
-242
| -29% | -$30.5K | 0.01% | 528 |
|
|
2020
Q1 | $96K | Buy |
842
+98
| +13% | +$12.9K | 0.02% | 439 |
|
|
2019
Q4 | $110K | Buy |
744
+1
| +0.1% | +$140 | 0.02% | 464 |
|
|
2019
Q3 | $102K | Sell |
743
-195
| -21% | -$27.3K | 0.02% | 467 |
|
|
2019
Q2 | $136K | Buy |
938
+181
| +24% | +$27.9K | 0.03% | 409 |
|
|
2019
Q1 | $132K | Buy |
757
+110
| +17% | +$18.5K | 0.03% | 359 |
|
|
2018
Q4 | $103K | Buy |
647
+165
| +34% | +$27.4K | 0.03% | 379 |
|
|
2018
Q3 | $85K | Buy |
482
+98
| +26% | +$16.9K | 0.02% | 438 |
|
|
2018
Q2 | $63K | Hold |
384
| – | – | 0.02% | 487 |
|
|
2018
Q1 | $71K | Sell |
384
-11
| -3% | -$2.18K | 0.02% | 447 |
|
|
2017
Q4 | $78K | Hold |
395
| – | – | 0.02% | 411 |
|
|
2017
Q3 | $69K | Hold |
395
| – | – | 0.03% | 375 |
|
|
2017
Q2 | $69K | Buy |
395
+10
| +3% | +$1.67K | 0.03% | 351 |
|
|
2017
Q1 | $62K | Sell |
385
-177
| -31% | -$27.1K | 0.03% | 348 |
|
|
2016
Q4 | $84K | Buy |
+562
| New | +$81.1K | 0.06% | 267 |
|
Other funds holding MMM
