Institute for Wealth Management’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $403K | Buy |
2,774
+1
| +0% | +$159 | 0.04% | 361 |
|
|
2025
Q4 | $444K | Sell |
2,773
-24
| -0.9% | -$3.92K | 0.05% | 337 |
|
|
2025
Q3 | $434K | Hold |
2,797
| – | – | 0.05% | 358 |
|
|
2025
Q2 | $426K | Sell |
2,797
-59
| -2% | -$8.43K | 0.05% | 346 |
|
|
2025
Q1 | $419K | Sell |
2,856
-98
| -3% | -$14.4K | 0.05% | 331 |
|
|
2024
Q4 | $381K | Sell |
2,954
-112
| -4% | -$14.7K | 0.05% | 348 |
|
|
2024
Q3 | $419K | Buy |
3,066
+171
| +6% | +$20.9K | 0.05% | 335 |
|
|
2024
Q2 | $296K | Sell |
2,895
-218
| -7% | -$21.3K | 0.04% | 387 |
|
|
2024
Q1 | $276K | Buy |
3,113
+658
| +27% | +$54.6K | 0.04% | 409 |
|
|
2023
Q4 | $224K | Buy |
+2,455
| New | +$197K | 0.04% | 432 |
|
|
2023
Q3 | – | Sell |
-2,408
| Closed | -$202K | – | 472 |
|
|
2023
Q2 | $202K | Sell |
2,408
-493
| -17% | -$41.9K | 0.04% | 445 |
|
|
2023
Q1 | $255K | Buy |
2,901
+75
| +3% | +$7.07K | 0.05% | 388 |
|
|
2022
Q4 | $283K | Sell |
2,826
-2,128
| -43% | -$217K | 0.06% | 363 |
|
|
2022
Q3 | $458K | Sell |
4,954
-235
| -5% | -$25.8K | 0.1% | 257 |
|
|
2022
Q2 | $562K | Sell |
5,189
-14
| -0.3% | -$1.69K | 0.11% | 247 |
|
|
2022
Q1 | $648K | Hold |
5,203
| – | – | 0.11% | 238 |
|
|
2021
Q4 | $773K | Buy |
5,203
+20
| +0.4% | +$2.98K | 0.13% | 196 |
|
|
2021
Q3 | $760K | Sell |
5,183
-44
| -0.8% | -$7.13K | 0.13% | 188 |
|
|
2021
Q2 | $868K | Buy |
5,227
+136
| +3% | +$22.7K | 0.15% | 176 |
|
|
2021
Q1 | $820K | Sell |
5,091
-12
| -0.2% | -$1.8K | 0.16% | 175 |
|
|
2020
Q4 | $746K | Buy |
5,103
+367
| +8% | +$52.1K | 0.15% | 176 |
|
|
2020
Q3 | $634K | Sell |
4,736
-73
| -2% | -$9.82K | 0.15% | 185 |
|
|
2020
Q2 | $627K | Buy |
4,809
+20
| +0.4% | +$2.52K | 0.15% | 186 |
|
|
2020
Q1 | $547K | Sell |
4,789
-60
| -1% | -$7.89K | 0.17% | 169 |
|
|
2019
Q4 | $715K | Buy |
4,849
+64
| +1% | +$8.96K | 0.16% | 187 |
|
|
2019
Q3 | $658K | Sell |
4,785
-1,209
| -20% | -$169K | 0.17% | 183 |
|
|
2019
Q2 | $869K | Sell |
5,994
-61
| -1% | -$9.39K | 0.19% | 153 |
|
|
2019
Q1 | $1.05M | Sell |
6,055
-201
| -3% | -$33.8K | 0.23% | 121 |
|
|
2018
Q4 | $997K | Buy |
+6,256
| New | +$1.04M | 0.41% | 73 |
|
|
2017
Q3 | – | Sell |
-3,611
| Closed | -$627K | – | 339 |
|
|
2017
Q2 | $627K | Buy |
+3,611
| New | +$604K | 0.17% | 186 |
|
Other funds holding MMM
VCM
VPM
