Inspirion Wealth Advisors’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-3,409
| Closed | -$267K | – | 145 |
|
|
2023
Q3 | $267K | Sell |
3,409
-502
| -13% | -$43.1K | 0.05% | 116 |
|
|
2023
Q2 | $327K | Sell |
3,911
-1,196
| -23% | -$102K | 0.06% | 100 |
|
|
2023
Q1 | $449K | Sell |
5,107
-1
| -0% | -$94 | 0.09% | 87 |
|
|
2022
Q4 | $512K | Sell |
5,108
-3,571
| -41% | -$364K | 0.11% | 78 |
|
|
2022
Q3 | $802K | Buy |
8,679
+2,288
| +36% | +$251K | 0.18% | 55 |
|
|
2022
Q2 | $692K | Buy |
6,391
+15
| +0.2% | +$1.81K | 0.15% | 61 |
|
|
2022
Q1 | $794K | Sell |
6,376
-479
| -7% | -$63.7K | 0.16% | 53 |
|
|
2021
Q4 | $1.02M | Buy |
6,855
+61
| +0.9% | +$9.09K | 0.21% | 45 |
|
|
2021
Q3 | $997K | Buy |
6,794
+10
| +0.1% | +$1.62K | 0.23% | 41 |
|
|
2021
Q2 | $1.13M | Buy |
6,784
+847
| +14% | +$141K | 0.28% | 34 |
|
|
2021
Q1 | $957K | Buy |
5,937
+189
| +3% | +$28.3K | 0.25% | 39 |
|
|
2020
Q4 | $840K | Buy |
5,748
+178
| +3% | +$25.3K | 0.24% | 33 |
|
|
2020
Q3 | $746K | Sell |
5,570
-37
| -0.7% | -$4.98K | 0.26% | 32 |
|
|
2020
Q2 | $731K | Buy |
5,607
+36
| +0.6% | +$4.54K | 0.29% | 33 |
|
|
2020
Q1 | $636K | Sell |
5,571
-2,586
| -32% | -$340K | 0.31% | 33 |
|
|
2019
Q4 | $1.2M | Sell |
8,157
-409
| -5% | -$57.3K | 0.41% | 26 |
|
|
2019
Q3 | $1.18M | Buy |
8,566
+68
| +0.8% | +$9.51K | 0.52% | 23 |
|
|
2019
Q2 | $1.23M | Buy |
8,498
+3,895
| +85% | +$600K | 0.53% | 25 |
|
|
2019
Q1 | $800K | Buy |
4,603
+4
| +0.1% | +$673 | 0.35% | 29 |
|
|
2018
Q4 | $733K | Buy |
4,599
+901
| +24% | +$150K | 0.37% | 28 |
|
|
2018
Q3 | $652K | Buy |
3,698
+112
| +3% | +$19.3K | 0.28% | 34 |
|
|
2018
Q2 | $590K | Buy |
3,586
+120
| +3% | +$20.5K | 0.28% | 34 |
|
|
2018
Q1 | $636K | Hold |
3,466
| – | – | 0.31% | 35 |
|
|
2017
Q4 | $682K | Hold |
3,466
| – | – | 0.33% | 29 |
|
|
2017
Q3 | $608K | Hold |
3,466
| – | – | 0.31% | 30 |
|
|
2017
Q2 | $603K | Hold |
3,466
| – | – | 0.33% | 30 |
|
|
2017
Q1 | $554K | Hold |
3,466
| – | – | 0.31% | 32 |
|
|
2016
Q4 | $517K | Hold |
3,466
| – | – | 0.33% | 32 |
|
|
2016
Q3 | $511K | Hold |
3,466
| – | – | 0.33% | 33 |
|
|
2016
Q2 | $507K | Buy |
3,466
+1,196
| +53% | +$169K | 0.33% | 33 |
|
|
2016
Q1 | $316K | Buy |
+2,270
| New | +$292K | 0.22% | 44 |
|
|
2015
Q3 | – | Sell |
-1,552
| Closed | -$200K | – | 56 |
|
|
2015
Q2 | $200K | Hold |
1,552
| – | – | 0.15% | 53 |
|
|
2015
Q1 | $214K | Hold |
1,552
| – | – | 0.17% | 49 |
|
|
2014
Q4 | $213K | Buy |
+1,552
| New | +$199K | 0.2% | 52 |
|
Other funds holding MMM
Inspirion Wealth Advisors's MMM Position: Q4 2023 in Review
Inspirion Wealth Advisors sold out of 3M (MMM) in Q4 2023, closing a stake of 3,409 shares — an estimated $267K sold.
Inspirion Wealth Advisors first reported a position in MMM in Q4 2014 and held it in 34 quarters. The position peaked at $1.23M in Q2 2019. 1,980 funds tracked by Wall St. Rank hold MMM as of Q4 2023.
- Inspirion Wealth Advisors reported no remaining 3M position as of Q4 2023 after selling out during the quarter.
- Inspirion Wealth Advisors sold 3,409 3M shares in Q4 2023, an estimated $267K.
- Inspirion Wealth Advisors first reported a position in 3M in Q4 2014 and held it in 34 quarters.
- Inspirion Wealth Advisors's 3M position peaked at $1.23M in Q2 2019.
- 1,980 funds tracked by Wall St. Rank held 3M as of Q4 2023.
Based on Inspirion Wealth Advisors's 13F filing for Q4 2023, filed 10 Jan 2024.