Independent Investors Inc’s 3M MMM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-2,392
| Closed | -$219K | – | 68 |
|
2023
Q4 | $219K | Buy |
+2,392
| New | +$219K | 0.05% | 66 |
|
2023
Q3 | – | Sell |
-2,392
| Closed | -$200K | – | 68 |
|
2023
Q2 | $200K | Hold |
2,392
| – | – | 0.05% | 65 |
|
2023
Q1 | $210K | Sell |
2,392
-1,256
| -34% | -$110K | 0.05% | 66 |
|
2022
Q4 | $366K | Sell |
3,648
-478
| -12% | -$47.9K | 0.1% | 58 |
|
2022
Q3 | $381K | Hold |
4,126
| – | – | 0.11% | 53 |
|
2022
Q2 | $446K | Sell |
4,126
-1,196
| -22% | -$129K | 0.12% | 55 |
|
2022
Q1 | $663K | Sell |
5,322
-19,734
| -79% | -$2.46M | 0.15% | 55 |
|
2021
Q4 | $3.72M | Hold |
25,056
| – | – | 0.8% | 22 |
|
2021
Q3 | $3.68M | Hold |
25,056
| – | – | 0.91% | 21 |
|
2021
Q2 | $4.16M | Sell |
25,056
-1,794
| -7% | -$298K | 1.02% | 20 |
|
2021
Q1 | $4.33M | Hold |
26,850
| – | – | 1.15% | 18 |
|
2020
Q4 | $3.92M | Hold |
26,850
| – | – | 1.04% | 19 |
|
2020
Q3 | $3.6M | Hold |
26,850
| – | – | 1.05% | 18 |
|
2020
Q2 | $3.5M | Sell |
26,850
-598
| -2% | -$78K | 1.18% | 16 |
|
2020
Q1 | $3.13M | Sell |
27,448
-1,077
| -4% | -$123K | 1.3% | 15 |
|
2019
Q4 | $4.21M | Sell |
28,525
-3,109
| -10% | -$459K | 1.39% | 15 |
|
2019
Q3 | $4.35M | Sell |
31,634
-1,675
| -5% | -$230K | 1.63% | 14 |
|
2019
Q2 | $4.83M | Sell |
33,309
-837
| -2% | -$121K | 1.86% | 13 |
|
2019
Q1 | $5.93M | Sell |
34,146
-1,196
| -3% | -$208K | 2.31% | 10 |
|
2018
Q4 | $5.63M | Sell |
35,342
-359
| -1% | -$57.2K | 2.44% | 11 |
|
2018
Q3 | $6.29M | Sell |
35,701
-179
| -0.5% | -$31.5K | 2.22% | 9 |
|
2018
Q2 | $5.9M | Hold |
35,880
| – | – | 2.32% | 10 |
|
2018
Q1 | $6.59M | Hold |
35,880
| – | – | 2.63% | 7 |
|
2017
Q4 | $7.06M | Sell |
35,880
-598
| -2% | -$118K | 2.75% | 6 |
|
2017
Q3 | $6.4M | Sell |
36,478
-120
| -0.3% | -$21.1K | 2.66% | 6 |
|
2017
Q2 | $6.37M | Hold |
36,598
| – | – | 2.75% | 6 |
|
2017
Q1 | $5.85M | Hold |
36,598
| – | – | 2.49% | 8 |
|
2016
Q4 | $5.46M | Hold |
36,598
| – | – | 2.53% | 8 |
|
2016
Q3 | $5.39M | Sell |
36,598
-645
| -2% | -$95K | 2.49% | 8 |
|
2016
Q2 | $5.45M | Hold |
37,243
| – | – | 2.64% | 7 |
|
2016
Q1 | $5.19M | Buy |
37,243
+119
| +0.3% | +$16.6K | 2.5% | 7 |
|
2015
Q4 | $4.68M | Hold |
37,124
| – | – | 2.26% | 10 |
|
2015
Q3 | $4.4M | Hold |
37,124
| – | – | 2.19% | 10 |
|
2015
Q2 | $4.79M | Buy |
37,124
+718
| +2% | +$92.6K | 2.17% | 10 |
|
2015
Q1 | $5.02M | Sell |
36,406
-2,572
| -7% | -$355K | 2.28% | 9 |
|
2014
Q4 | $5.36M | Sell |
38,978
-203
| -0.5% | -$27.9K | 2.36% | 7 |
|
2014
Q3 | $4.64M | Sell |
39,181
-359
| -0.9% | -$42.5K | 2.09% | 10 |
|
2014
Q2 | $4.74M | Sell |
39,540
-598
| -1% | -$71.6K | 2.14% | 10 |
|
2014
Q1 | $4.55M | Sell |
40,138
-60
| -0.1% | -$6.81K | 2.19% | 10 |
|
2013
Q4 | $4.71M | Buy |
40,198
+299
| +0.7% | +$35.1K | 2.27% | 9 |
|
2013
Q3 | $3.98M | Hold |
39,899
| – | – | 2.1% | 10 |
|
2013
Q2 | $3.65M | Buy |
+39,899
| New | +$3.65M | 2.01% | 11 |
|