Horan Securities’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-472
| Closed | -$39.6K | – | 437 |
|
|
2023
Q2 | $39.6K | Sell |
472
-186
| -28% | -$15.6K | 0.02% | 258 |
|
|
2023
Q1 | $57.8K | Sell |
658
-23
| -3% | -$2.02K | 0.03% | 199 |
|
|
2022
Q4 | $68.3K | Sell |
681
-28
| -4% | -$2.81K | 0.04% | 176 |
|
|
2022
Q3 | $66K | Buy |
709
+177
| +33% | +$16.5K | 0.04% | 158 |
|
|
2022
Q2 | $57K | Buy |
532
+33
| +7% | +$3.54K | 0.03% | 160 |
|
|
2022
Q1 | $62K | Hold |
499
| – | – | 0.04% | 161 |
|
|
2021
Q4 | $74K | Buy |
+499
| New | +$74K | 0.04% | 148 |
|
|
2021
Q2 | $76K | Buy |
458
+84
| +22% | +$13.9K | 0.05% | 140 |
|
|
2021
Q1 | $60K | Buy |
374
+2
| +0.5% | +$321 | 0.05% | 129 |
|
|
2020
Q4 | $54K | Sell |
372
-35
| -9% | -$5.08K | 0.04% | 119 |
|
|
2020
Q3 | $54K | Buy |
407
+4
| +1% | +$531 | 0.05% | 95 |
|
|
2020
Q2 | $53K | Buy |
403
+56
| +16% | +$7.37K | 0.06% | 70 |
|
|
2020
Q1 | $40K | Buy |
+347
| New | +$40K | 0.05% | 76 |
|
|
2019
Q4 | – | Sell |
-341
| Closed | -$47K | – | 157 |
|
|
2019
Q3 | $47K | Buy |
341
+4
| +1% | +$551 | 0.05% | 73 |
|
|
2019
Q2 | $49K | Buy |
+337
| New | +$49K | 0.06% | 70 |
|