GIM
Grassi Investment Management’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.99M | Hold |
13,100
| – | – | 0.16% | 64 |
|
|
2025
Q1 | $1.92M | Hold |
13,100
| – | – | 0.18% | 62 |
|
|
2024
Q4 | $1.69M | Hold |
13,100
| – | – | 0.14% | 61 |
|
|
2024
Q3 | $1.79M | Hold |
13,100
| – | – | 0.15% | 62 |
|
|
2024
Q2 | $1.34M | Hold |
13,100
| – | – | 0.12% | 64 |
|
|
2024
Q1 | $1.39M | Hold |
13,100
| – | – | 0.13% | 64 |
|
|
2023
Q4 | $1.43M | Hold |
13,100
| – | – | 0.15% | 64 |
|
|
2023
Q3 | $1.23M | Hold |
13,100
| – | – | 0.14% | 70 |
|
|
2023
Q2 | $1.31M | Sell |
13,100
-1,000
| -7% | -$100K | 0.14% | 69 |
|
|
2023
Q1 | $1.48M | Hold |
14,100
| – | – | 0.18% | 70 |
|
|
2022
Q4 | $1.69M | Sell |
14,100
-20,000
| -59% | -$2.4M | 0.23% | 69 |
|
|
2022
Q3 | $3.77M | Hold |
34,100
| – | – | 0.55% | 56 |
|
|
2022
Q2 | $4.41M | Hold |
34,100
| – | – | 0.58% | 54 |
|
|
2022
Q1 | $5.08M | Hold |
34,100
| – | – | 0.53% | 60 |
|
|
2021
Q4 | $6.06M | Hold |
34,100
| – | – | 0.61% | 54 |
|
|
2021
Q3 | $5.98M | Hold |
34,100
| – | – | 0.67% | 52 |
|
|
2021
Q2 | $6.77M | Hold |
34,100
| – | – | 0.74% | 49 |
|
|
2021
Q1 | $6.57M | Hold |
34,100
| – | – | 0.75% | 49 |
|
|
2020
Q4 | $5.96M | Sell |
34,100
-4,500
| -12% | -$787K | 0.76% | 48 |
|
|
2020
Q3 | $6.18M | Hold |
38,600
| – | – | 0.88% | 45 |
|
|
2020
Q2 | $6.02M | Hold |
38,600
| – | – | 0.87% | 50 |
|
|
2020
Q1 | $5.27M | Hold |
38,600
| – | – | 0.92% | 49 |
|
|
2019
Q4 | $6.81M | Hold |
38,600
| – | – | 0.92% | 50 |
|
|
2019
Q3 | $6.35M | Hold |
38,600
| – | – | 0.95% | 49 |
|
|
2019
Q2 | $6.69M | Sell |
38,600
-3,452
| -8% | -$598K | 0.99% | 46 |
|
|
2019
Q1 | $8.74M | Sell |
42,052
-760
| -2% | -$158K | 1.29% | 33 |
|
|
2018
Q4 | $8.16M | Sell |
42,812
-350
| -0.8% | -$66.7K | 1.4% | 26 |
|
|
2018
Q3 | $9.1M | Buy |
43,162
+235
| +0.5% | +$49.5K | 1.35% | 20 |
|
|
2018
Q2 | $8.45M | Sell |
42,927
-150
| -0.3% | -$29.5K | 1.36% | 19 |
|
|
2018
Q1 | $9.46M | Sell |
43,077
-250
| -0.6% | -$54.9K | 1.53% | 14 |
|
|
2017
Q4 | $10.2M | Hold |
43,327
| – | – | 1.65% | 13 |
|
|
2017
Q3 | $9.09M | Buy |
43,327
+37
| +0.1% | +$7.77K | 1.53% | 16 |
|
|
2017
Q2 | $9.01M | Hold |
43,290
| – | – | 1.59% | 14 |
|
|
2017
Q1 | $8.28M | Hold |
43,290
| – | – | 1.44% | 21 |
|
|
2016
Q4 | $7.73M | Hold |
43,290
| – | – | 1.4% | 26 |
|
|
2016
Q3 | $7.63M | Sell |
43,290
-100
| -0.2% | -$17.6K | 1.43% | 24 |
|
|
2016
Q2 | $7.6M | Sell |
43,390
-100
| -0.2% | -$17.5K | 1.44% | 24 |
|
|
2016
Q1 | $7.25M | Sell |
43,490
-1,252
| -3% | -$209K | 1.44% | 24 |
|
|
2015
Q4 | $6.74M | Sell |
44,742
-1,554
| -3% | -$234K | 1.38% | 27 |
|
|
2015
Q3 | $6.56M | Sell |
46,296
-146
| -0.3% | -$20.7K | 1.39% | 21 |
|
|
2015
Q2 | $7.17M | Sell |
46,442
-675
| -1% | -$104K | 1.35% | 17 |
|
|
2015
Q1 | $7.77M | Buy |
47,117
+175
| +0.4% | +$28.9K | 1.44% | 10 |
|
|
2014
Q4 | $7.71M | Buy |
46,942
+302
| +0.6% | +$49.6K | 1.35% | 11 |
|
|
2014
Q3 | $6.61M | Buy |
46,640
+200
| +0.4% | +$28.3K | 1.25% | 23 |
|
|
2014
Q2 | $6.65M | Sell |
46,440
-25
| -0.1% | -$3.58K | 1.46% | 16 |
|
|
2014
Q1 | $6.3M | Buy |
46,465
+375
| +0.8% | +$50.9K | 1.49% | 16 |
|
|
2013
Q4 | $6.46M | Buy |
46,090
+1,450
| +3% | +$203K | 1.54% | 15 |
|
|
2013
Q3 | $5.33M | Buy |
44,640
+775
| +2% | +$92.5K | 1.41% | 21 |
|
|
2013
Q2 | $4.8M | Buy |
+43,865
| New | +$4.8M | 1.28% | 25 |
|