HPIA
Hamilton Point Investment Advisors’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $449K | Hold |
2,951
| – | – | 0.07% | 99 |
|
|
2025
Q1 | $433K | Hold |
2,951
| – | – | 0.08% | 93 |
|
|
2024
Q4 | $381K | Sell |
2,951
-837
| -22% | -$108K | 0.07% | 97 |
|
|
2024
Q3 | $518K | Hold |
3,788
| – | – | 0.09% | 86 |
|
|
2024
Q2 | $387K | Hold |
3,788
| – | – | 0.07% | 94 |
|
|
2024
Q1 | $402K | Hold |
3,788
| – | – | 0.08% | 92 |
|
|
2023
Q4 | $414K | Hold |
3,788
| – | – | 0.08% | 94 |
|
|
2023
Q3 | $355K | Hold |
3,788
| – | – | 0.09% | 94 |
|
|
2023
Q2 | $379K | Hold |
3,788
| – | – | 0.09% | 92 |
|
|
2023
Q1 | $398K | Buy |
+3,788
| New | +$398K | 0.1% | 85 |
|
|
2022
Q3 | – | Sell |
-25,972
| Closed | -$3.36M | – | 77 |
|
|
2022
Q2 | $3.36M | Buy |
25,972
+382
| +1% | +$49.4K | 0.98% | 48 |
|
|
2022
Q1 | $3.81M | Buy |
25,590
+1,081
| +4% | +$161K | 0.98% | 46 |
|
|
2021
Q4 | $4.35M | Buy |
24,509
+534
| +2% | +$94.8K | 1.04% | 40 |
|
|
2021
Q3 | $4.21M | Buy |
23,975
+394
| +2% | +$69.1K | 1.12% | 39 |
|
|
2021
Q2 | $4.68M | Buy |
23,581
+18
| +0.1% | +$3.58K | 1.27% | 37 |
|
|
2021
Q1 | $4.54M | Buy |
23,563
+203
| +0.9% | +$39.1K | 1.31% | 36 |
|
|
2020
Q4 | $4.08M | Buy |
23,360
+39
| +0.2% | +$6.82K | 1.29% | 37 |
|
|
2020
Q3 | $3.74M | Buy |
23,321
+359
| +2% | +$57.5K | 1.32% | 38 |
|
|
2020
Q2 | $3.58M | Buy |
22,962
+590
| +3% | +$92K | 1.38% | 33 |
|
|
2020
Q1 | $3.05M | Buy |
22,372
+9,220
| +70% | +$1.26M | 1.42% | 37 |
|
|
2019
Q4 | $2.32M | Sell |
13,152
-66
| -0.5% | -$11.6K | 0.88% | 51 |
|
|
2019
Q3 | $2.17M | Buy |
13,218
+395
| +3% | +$64.9K | 0.89% | 50 |
|
|
2019
Q2 | $2.22M | Buy |
12,823
+197
| +2% | +$34.2K | 0.95% | 49 |
|
|
2019
Q1 | $2.62M | Sell |
12,626
-53
| -0.4% | -$11K | 1.17% | 41 |
|
|
2018
Q4 | $2.42M | Buy |
12,679
+532
| +4% | +$101K | 1.23% | 39 |
|
|
2018
Q3 | $2.56M | Buy |
12,147
+63
| +0.5% | +$13.3K | 1.2% | 38 |
|
|
2018
Q2 | $2.38M | Buy |
12,084
+79
| +0.7% | +$15.5K | 1.18% | 40 |
|
|
2018
Q1 | $2.64M | Buy |
12,005
+388
| +3% | +$85.2K | 1.34% | 37 |
|
|
2017
Q4 | $2.73M | Buy |
11,617
+386
| +3% | +$90.8K | 1.43% | 30 |
|
|
2017
Q3 | $2.36M | Buy |
11,231
+133
| +1% | +$27.9K | 1.28% | 36 |
|
|
2017
Q2 | $2.31M | Buy |
11,098
+11
| +0.1% | +$2.29K | 1.3% | 36 |
|
|
2017
Q1 | $2.12M | Sell |
11,087
-150
| -1% | -$28.7K | 1.21% | 38 |
|
|
2016
Q4 | $2.01M | Buy |
11,237
+108
| +1% | +$19.3K | 1.24% | 40 |
|
|
2016
Q3 | $1.96M | Buy |
11,129
+466
| +4% | +$82.1K | 1.23% | 40 |
|
|
2016
Q2 | $1.87M | Buy |
10,663
+460
| +5% | +$80.5K | 1.22% | 41 |
|
|
2016
Q1 | $1.7M | Buy |
10,203
+37
| +0.4% | +$6.17K | 1.14% | 46 |
|
|
2015
Q4 | $1.53M | Buy |
10,166
+898
| +10% | +$135K | 1.06% | 46 |
|
|
2015
Q3 | $1.31M | Buy |
+9,268
| New | +$1.31M | 1.03% | 47 |
|