Great Valley Advisor Group’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.99M | Buy |
19,626
+572
| +3% | +$87.1K | 0.07% | 245 |
|
|
2025
Q1 | $2.8M | Buy |
19,054
+875
| +5% | +$129K | 0.06% | 257 |
|
|
2024
Q4 | $2.35M | Sell |
18,179
-3,407
| -16% | -$440K | 0.05% | 295 |
|
|
2024
Q3 | $2.95M | Sell |
21,586
-8,980
| -29% | -$1.23M | 0.07% | 256 |
|
|
2024
Q2 | $3.12M | Sell |
30,566
-2,277
| -7% | -$233K | 0.09% | 224 |
|
|
2024
Q1 | $2.91M | Buy |
32,843
+11,045
| +51% | +$980K | 0.09% | 223 |
|
|
2023
Q4 | $1.99M | Buy |
21,798
+1,925
| +10% | +$176K | 0.07% | 241 |
|
|
2023
Q3 | $1.56M | Buy |
19,873
+693
| +4% | +$54.2K | 0.06% | 249 |
|
|
2023
Q2 | $1.61M | Buy |
19,180
+4,506
| +31% | +$377K | 0.07% | 245 |
|
|
2023
Q1 | $1.29M | Buy |
14,674
+66
| +0.5% | +$5.8K | 0.06% | 271 |
|
|
2022
Q4 | $1.46M | Sell |
14,608
-710
| -5% | -$71.2K | 0.07% | 258 |
|
|
2022
Q3 | $1.42M | Sell |
15,318
-16,820
| -52% | -$1.55M | 0.08% | 251 |
|
|
2022
Q2 | $3.48M | Buy |
32,138
+3,243
| +11% | +$351K | 0.19% | 135 |
|
|
2022
Q1 | $3.62M | Sell |
28,895
-18
| -0.1% | -$2.26K | 0.21% | 124 |
|
|
2021
Q4 | $4.29M | Sell |
28,913
-2,071
| -7% | -$307K | 0.27% | 99 |
|
|
2021
Q3 | $4.55M | Buy |
30,984
+366
| +1% | +$53.7K | 0.31% | 82 |
|
|
2021
Q2 | $5.07M | Buy |
30,618
+2,640
| +9% | +$437K | 0.38% | 65 |
|
|
2021
Q1 | $4.51M | Buy |
27,978
+2,496
| +10% | +$402K | 0.43% | 48 |
|
|
2020
Q4 | $3.72M | Buy |
25,482
+3,727
| +17% | +$545K | 0.39% | 60 |
|
|
2020
Q3 | $2.91M | Buy |
21,755
+7,281
| +50% | +$975K | 0.36% | 66 |
|
|
2020
Q2 | $1.89M | Buy |
14,474
+4,008
| +38% | +$523K | 0.31% | 90 |
|
|
2020
Q1 | $1.19M | Buy |
10,466
+1,399
| +15% | +$160K | 0.32% | 97 |
|
|
2019
Q4 | $1.34M | Buy |
9,067
+1,779
| +24% | +$263K | 0.3% | 102 |
|
|
2019
Q3 | $1M | Sell |
7,288
-23
| -0.3% | -$3.16K | 0.24% | 124 |
|
|
2019
Q2 | $1.06M | Sell |
7,311
-603
| -8% | -$87.4K | 0.27% | 117 |
|
|
2019
Q1 | $1.38M | Buy |
7,914
+384
| +5% | +$66.7K | 0.44% | 64 |
|
|
2018
Q4 | $1.2M | Buy |
+7,530
| New | +$1.2M | 0.45% | 58 |
|