Institutional & Family Asset Management’s 3M MMM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
$4.16M Sell
40,747
-7,231
-15% -$739K 0.64% 52
2024
Q1
$4.25M Buy
47,978
+39,816
+488% +$3.53M 0.68% 59
2023
Q4
$746K Sell
8,162
-34,025
-81% -$3.11M 0.12% 108
2023
Q3
$3.3M Buy
42,187
+490
+1% +$38.4K 0.54% 64
2023
Q2
$3.49M Buy
41,697
+984
+2% +$82.3K 0.57% 62
2023
Q1
$3.58M Buy
40,713
+17,680
+77% +$1.55M 0.59% 61
2022
Q4
$2.31M Sell
23,033
-17,998
-44% -$1.8M 0.38% 66
2022
Q3
$3.79M Buy
41,031
+8,963
+28% +$828K 0.67% 49
2022
Q2
$3.47M Buy
32,068
+1,821
+6% +$197K 0.6% 57
2022
Q1
$3.77M Buy
30,247
+451
+2% +$56.1K 0.59% 57
2021
Q4
$4.43M Buy
29,796
+1,966
+7% +$292K 0.69% 35
2021
Q3
$4.08M Buy
27,830
+384
+1% +$56.3K 0.65% 42
2021
Q2
$4.56M Buy
27,446
+2,918
+12% +$485K 0.75% 26
2021
Q1
$3.95M Sell
24,528
-1,065
-4% -$172K 0.76% 27
2020
Q4
$3.74M Sell
25,593
-288
-1% -$42.1K 0.79% 27
2020
Q3
$3.47M Sell
25,881
-3,870
-13% -$518K 0.81% 26
2020
Q2
$3.88M Sell
29,751
-580
-2% -$75.6K 0.8% 26
2020
Q1
$3.46M Buy
30,331
+3,309
+12% +$378K 0.8% 32
2019
Q4
$3.99M Buy
27,022
+2,332
+9% +$344K 0.84% 27
2019
Q3
$3.39M Buy
24,690
+1,190
+5% +$164K 0.75% 47
2019
Q2
$3.41M Sell
23,500
-800
-3% -$116K 0.74% 52
2019
Q1
$4.22M Buy
24,300
+156
+0.6% +$27.1K 0.89% 24
2018
Q4
$3.85M Sell
24,144
-1,090
-4% -$174K 0.86% 26
2018
Q3
$4.45M Buy
25,234
+2,796
+12% +$493K 0.88% 27
2018
Q2
$3.69M Buy
22,438
+2,549
+13% +$419K 0.77% 31
2018
Q1
$3.65M Sell
19,889
-2,848
-13% -$523K 0.77% 31
2017
Q4
$4.48M Buy
22,737
+3,139
+16% +$618K 0.86% 38
2017
Q3
$3.44M Sell
19,598
-363
-2% -$63.7K 0.69% 56
2017
Q2
$3.48M Sell
19,961
-1,535
-7% -$267K 0.85% 47
2017
Q1
$3.44M Sell
21,496
-3,939
-15% -$630K 1.07% 49
2016
Q4
$3.8M Buy
25,435
+445
+2% +$66.4K 1.2% 33
2016
Q3
$3.68M Buy
24,990
+1,861
+8% +$274K 1.22% 24
2016
Q2
$3.39M Buy
23,129
+2,065
+10% +$302K 1.18% 26
2016
Q1
$2.65M Sell
21,064
-47
-0.2% -$5.92K 0.99% 40
2015
Q4
$2.66M Buy
+21,111
New +$2.66M 0.99% 40