Great Diamond Partners’s 3M MMM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $200K | Buy |
+1,315
| New | +$200K | 0.04% | 224 |
|
2024
Q1 | – | Sell |
-2,440
| Closed | -$223K | – | 235 |
|
2023
Q4 | $223K | Buy |
+2,440
| New | +$223K | 0.06% | 216 |
|
2023
Q3 | – | Sell |
-2,440
| Closed | -$204K | – | 231 |
|
2023
Q2 | $204K | Hold |
2,440
| – | – | 0.05% | 216 |
|
2023
Q1 | $214K | Sell |
2,440
-119
| -5% | -$10.5K | 0.06% | 208 |
|
2022
Q4 | $257K | Sell |
2,559
-210
| -8% | -$21.1K | 0.08% | 180 |
|
2022
Q3 | $255K | Hold |
2,769
| – | – | 0.09% | 173 |
|
2022
Q2 | $299K | Hold |
2,769
| – | – | 0.1% | 164 |
|
2022
Q1 | $344K | Sell |
2,769
-805
| -23% | -$100K | 0.1% | 155 |
|
2021
Q4 | $530K | Sell |
3,574
-329
| -8% | -$48.8K | 0.14% | 125 |
|
2021
Q3 | $572K | Buy |
3,903
+466
| +14% | +$68.3K | 0.16% | 110 |
|
2021
Q2 | $570K | Hold |
3,437
| – | – | 0.16% | 113 |
|
2021
Q1 | $553K | Sell |
3,437
-12
| -0.3% | -$1.93K | 0.17% | 112 |
|
2020
Q4 | $504K | Sell |
3,449
-1,211
| -26% | -$177K | 0.16% | 105 |
|
2020
Q3 | $624K | Sell |
4,660
-7
| -0.1% | -$937 | 0.23% | 78 |
|
2020
Q2 | $608K | Sell |
4,667
-299
| -6% | -$39K | 0.25% | 71 |
|
2020
Q1 | $566K | Sell |
4,966
-459
| -8% | -$52.3K | 0.29% | 67 |
|
2019
Q4 | $800K | Buy |
+5,425
| New | +$800K | 0.3% | 63 |
|