JFS Wealth Advisors’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $65.5K | Buy |
430
+4
| +0.9% | +$610 | ﹤0.01% | 430 |
|
|
2025
Q1 | $62.5K | Sell |
426
-19
| -4% | -$2.79K | ﹤0.01% | 435 |
|
|
2024
Q4 | $57.4K | Sell |
445
-1
| -0.2% | -$129 | ﹤0.01% | 438 |
|
|
2024
Q3 | $61K | Buy |
446
+4
| +0.9% | +$547 | ﹤0.01% | 435 |
|
|
2024
Q2 | $45.2K | Sell |
442
-105
| -19% | -$10.7K | ﹤0.01% | 436 |
|
|
2024
Q1 | $48.5K | Buy |
547
+64
| +13% | +$5.67K | ﹤0.01% | 430 |
|
|
2023
Q4 | $44.1K | Sell |
483
-477
| -50% | -$43.6K | ﹤0.01% | 428 |
|
|
2023
Q3 | $75.1K | Buy |
960
+172
| +22% | +$13.5K | 0.01% | 316 |
|
|
2023
Q2 | $66K | Buy |
788
+72
| +10% | +$6.03K | 0.01% | 333 |
|
|
2023
Q1 | $63K | Buy |
716
+111
| +18% | +$9.77K | 0.01% | 342 |
|
|
2022
Q4 | $60.7K | Buy |
605
+19
| +3% | +$1.91K | 0.01% | 343 |
|
|
2022
Q3 | $54K | Buy |
586
+208
| +55% | +$19.2K | 0.01% | 366 |
|
|
2022
Q2 | $41K | Sell |
378
-81
| -18% | -$8.79K | ﹤0.01% | 432 |
|
|
2022
Q1 | $57K | Buy |
459
+67
| +17% | +$8.32K | 0.01% | 399 |
|
|
2021
Q4 | $58K | Buy |
392
+76
| +24% | +$11.2K | 0.01% | 398 |
|
|
2021
Q3 | $46K | Sell |
316
-467
| -60% | -$68K | ﹤0.01% | 425 |
|
|
2021
Q2 | $130K | Hold |
783
| – | – | 0.02% | 199 |
|
|
2021
Q1 | $126K | Hold |
783
| – | – | 0.03% | 175 |
|
|
2020
Q4 | $114K | Buy |
783
+1
| +0.1% | +$146 | 0.02% | 184 |
|
|
2020
Q3 | $105K | Hold |
782
| – | – | 0.03% | 172 |
|
|
2020
Q2 | $102K | Hold |
782
| – | – | 0.03% | 178 |
|
|
2020
Q1 | $89K | Buy |
782
+6
| +0.8% | +$683 | 0.03% | 183 |
|
|
2019
Q4 | $114K | Buy |
776
+42
| +6% | +$6.17K | 0.03% | 184 |
|
|
2019
Q3 | $101K | Hold |
734
| – | – | 0.03% | 187 |
|
|
2019
Q2 | $106K | Hold |
734
| – | – | 0.03% | 182 |
|
|
2019
Q1 | $128K | Hold |
734
| – | – | 0.03% | 164 |
|
|
2018
Q4 | $117K | Hold |
734
| – | – | 0.03% | 162 |
|
|
2018
Q3 | $129K | Hold |
734
| – | – | 0.03% | 176 |
|
|
2018
Q2 | $121K | Buy |
734
+62
| +9% | +$10.2K | 0.03% | 178 |
|
|
2018
Q1 | $123K | Hold |
672
| – | – | 0.03% | 181 |
|
|
2017
Q4 | $132K | Buy |
672
+90
| +15% | +$17.7K | 0.03% | 178 |
|
|
2017
Q3 | $102K | Buy |
582
+558
| +2,325% | +$97.8K | 0.03% | 183 |
|
|
2017
Q2 | $4K | Sell |
24
-149
| -86% | -$24.8K | ﹤0.01% | 383 |
|
|
2017
Q1 | $26K | Hold |
173
| – | – | 0.01% | 281 |
|
|
2016
Q4 | $26K | Hold |
173
| – | – | 0.01% | 281 |
|
|
2016
Q3 | $26K | Hold |
173
| – | – | 0.01% | 294 |
|
|
2016
Q2 | $25K | Sell |
173
-9
| -5% | -$1.3K | 0.01% | 306 |
|
|
2016
Q1 | $25K | Sell |
182
-271
| -60% | -$37.2K | 0.01% | 301 |
|
|
2015
Q4 | $57K | Buy |
453
+429
| +1,788% | +$54K | 0.02% | 238 |
|
|
2015
Q3 | $3K | Sell |
24
-136
| -85% | -$17K | ﹤0.01% | 420 |
|
|
2015
Q2 | $21K | Sell |
160
-3
| -2% | -$394 | 0.01% | 274 |
|
|
2015
Q1 | $22K | Hold |
163
| – | – | 0.01% | 266 |
|
|
2014
Q4 | $22K | Buy |
163
+140
| +609% | +$18.9K | ﹤0.01% | 279 |
|
|
2014
Q3 | $3K | Sell |
23
-8
| -26% | -$1.04K | ﹤0.01% | 410 |
|
|
2014
Q2 | $4K | Buy |
+31
| New | +$4K | ﹤0.01% | 391 |
|