Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
$377K Buy
+2,761
New +$338K 0.03% 266
2024
Q2
Sell
-2,575
Closed -$228K 377
2024
Q1
$228K Sell
2,575
-16,474
-86% -$1.37M 0.02% 340
2023
Q4
$1.74M Buy
19,049
+2,189
+13% +$176K 0.14% 134
2023
Q3
$1.32M Buy
16,860
+476
+3% +$40.9K 0.13% 148
2023
Q2
$1.37M Buy
16,384
+776
+5% +$65.9K 0.12% 148
2023
Q1
$1.37M Buy
+15,608
New +$1.47M 0.16% 100
2022
Q4
Sell
-2,741
Closed -$253K 220
2022
Q3
$253K Sell
2,741
-157
-5% -$17.2K 0.07% 170
2022
Q2
$314K Buy
+2,898
New +$350K 0.09% 147
2022
Q1
Sell
-1,406
Closed -$209K 215
2021
Q4
$209K Buy
+1,406
New +$209K 0.06% 200

Other funds holding MMM