Jackson Grant Investment Advisers’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $36.9K | Hold |
243
| – | – | 0.01% | 202 |
|
|
2025
Q1 | $35.6K | Hold |
243
| – | – | 0.01% | 194 |
|
|
2024
Q4 | $31.3K | Hold |
243
| – | – | 0.01% | 205 |
|
|
2024
Q3 | $33.2K | Hold |
243
| – | – | 0.01% | 200 |
|
|
2024
Q2 | $24.8K | Sell |
243
-48
| -16% | -$4.9K | 0.01% | 216 |
|
|
2024
Q1 | $25.7K | Hold |
291
| – | – | 0.01% | 209 |
|
|
2023
Q4 | $26.5K | Hold |
291
| – | – | 0.01% | 209 |
|
|
2023
Q3 | $22.7K | Hold |
291
| – | – | 0.01% | 219 |
|
|
2023
Q2 | $24.3K | Hold |
291
| – | – | 0.01% | 215 |
|
|
2023
Q1 | $25.5K | Hold |
291
| – | – | 0.01% | 239 |
|
|
2022
Q4 | $29.1K | Sell |
291
-122
| -30% | -$12.2K | 0.01% | 225 |
|
|
2022
Q3 | $38K | Sell |
413
-167
| -29% | -$15.4K | 0.02% | 202 |
|
|
2022
Q2 | $63K | Buy |
580
+5
| +0.9% | +$543 | 0.03% | 162 |
|
|
2022
Q1 | $72K | Buy |
+575
| New | +$72K | 0.03% | 170 |
|
|
2021
Q4 | – | Sell |
-660
| Closed | -$97K | – | 291 |
|
|
2021
Q3 | $97K | Buy |
660
+2
| +0.3% | +$294 | 0.04% | 149 |
|
|
2021
Q2 | $109K | Buy |
658
+4
| +0.6% | +$663 | 0.05% | 141 |
|
|
2021
Q1 | $105K | Buy |
654
+3
| +0.5% | +$482 | 0.05% | 141 |
|
|
2020
Q4 | $95K | Buy |
651
+4
| +0.6% | +$584 | 0.05% | 136 |
|
|
2020
Q3 | $87K | Buy |
647
+4
| +0.6% | +$538 | 0.05% | 121 |
|
|
2020
Q2 | $84K | Sell |
643
-449
| -41% | -$58.7K | 0.05% | 119 |
|
|
2020
Q1 | $125K | Buy |
1,092
+11
| +1% | +$1.26K | 0.09% | 91 |
|
|
2019
Q4 | $160K | Buy |
1,081
+8
| +0.7% | +$1.18K | 0.09% | 97 |
|
|
2019
Q3 | $147K | Buy |
1,073
+10
| +0.9% | +$1.37K | 0.08% | 100 |
|
|
2019
Q2 | $154K | Sell |
1,063
-46
| -4% | -$6.66K | 0.09% | 93 |
|
|
2019
Q1 | $193K | Buy |
1,109
+9
| +0.8% | +$1.57K | 0.12% | 86 |
|
|
2018
Q4 | $175K | Buy |
1,100
+7
| +0.6% | +$1.11K | 0.12% | 89 |
|
|
2018
Q3 | $193K | Buy |
1,093
+6
| +0.6% | +$1.06K | 0.12% | 88 |
|
|
2018
Q2 | $179K | Sell |
1,087
-24
| -2% | -$3.95K | 0.12% | 90 |
|
|
2018
Q1 | $204K | Buy |
1,111
+37
| +3% | +$6.79K | 0.14% | 80 |
|
|
2017
Q4 | $211K | Sell |
1,074
-202
| -16% | -$39.7K | 0.14% | 79 |
|
|
2017
Q3 | $224K | Buy |
1,276
+412
| +48% | +$72.3K | 0.16% | 68 |
|
|
2017
Q2 | $150K | Buy |
864
+5
| +0.6% | +$868 | 0.12% | 83 |
|
|
2017
Q1 | $137K | Buy |
859
+5
| +0.6% | +$797 | 0.11% | 85 |
|
|
2016
Q4 | $128K | Buy |
854
+5
| +0.6% | +$749 | 0.11% | 82 |
|
|
2016
Q3 | $125K | Buy |
849
+5
| +0.6% | +$736 | 0.1% | 75 |
|
|
2016
Q2 | $124K | Buy |
844
+58
| +7% | +$8.52K | 0.11% | 71 |
|
|
2016
Q1 | $109K | Sell |
786
-689
| -47% | -$95.5K | 0.1% | 76 |
|
|
2015
Q4 | $186K | Buy |
+1,475
| New | +$186K | 0.18% | 61 |
|