JFA
JNBA Financial Advisors’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $693K | Sell |
4,554
-457
| -9% | -$69.6K | 0.07% | 117 |
|
|
2025
Q1 | $736K | Sell |
5,011
-355
| -7% | -$52.1K | 0.08% | 107 |
|
|
2024
Q4 | $693K | Sell |
5,366
-650
| -11% | -$83.9K | 0.07% | 110 |
|
|
2024
Q3 | $822K | Sell |
6,016
-903
| -13% | -$123K | 0.08% | 102 |
|
|
2024
Q2 | $707K | Sell |
6,919
-159
| -2% | -$16.2K | 0.07% | 111 |
|
|
2024
Q1 | $751K | Sell |
7,078
-205
| -3% | -$21.7K | 0.08% | 112 |
|
|
2023
Q4 | $796K | Buy |
7,283
+31
| +0.4% | +$3.39K | 0.09% | 111 |
|
|
2023
Q3 | $679K | Sell |
7,252
-84
| -1% | -$7.86K | 0.08% | 116 |
|
|
2023
Q2 | $734K | Sell |
7,336
-268
| -4% | -$26.8K | 0.09% | 114 |
|
|
2023
Q1 | $799K | Sell |
7,604
-200
| -3% | -$21K | 0.1% | 109 |
|
|
2022
Q4 | $936K | Sell |
7,804
-711
| -8% | -$85.3K | 0.13% | 99 |
|
|
2022
Q3 | $941K | Buy |
8,515
+1,040
| +14% | +$115K | 0.15% | 93 |
|
|
2022
Q2 | $967K | Sell |
7,475
-264
| -3% | -$34.2K | 0.15% | 90 |
|
|
2022
Q1 | $1.15M | Buy |
7,739
+80
| +1% | +$11.9K | 0.15% | 86 |
|
|
2021
Q4 | $1.36M | Sell |
7,659
-6
| -0.1% | -$1.07K | 0.17% | 82 |
|
|
2021
Q3 | $1.35M | Buy |
7,665
+9
| +0.1% | +$1.58K | 0.18% | 77 |
|
|
2021
Q2 | $1.52M | Buy |
7,656
+630
| +9% | +$125K | 0.21% | 72 |
|
|
2021
Q1 | $1.35M | Buy |
7,026
+100
| +1% | +$19.3K | 0.2% | 73 |
|
|
2020
Q4 | $1.21M | Buy |
6,926
+17
| +0.2% | +$2.97K | 0.2% | 73 |
|
|
2020
Q3 | $1.11M | Hold |
6,909
| – | – | 0.22% | 71 |
|
|
2020
Q2 | $1.08M | Sell |
6,909
-206
| -3% | -$32.1K | 0.23% | 70 |
|
|
2020
Q1 | $971K | Buy |
7,115
+1,084
| +18% | +$148K | 0.23% | 68 |
|
|
2019
Q4 | $1.06M | Buy |
6,031
+513
| +9% | +$90.5K | 0.2% | 77 |
|
|
2019
Q3 | $907K | Sell |
5,518
-18
| -0.3% | -$2.96K | 0.18% | 77 |
|
|
2019
Q2 | $960K | Buy |
5,536
+201
| +4% | +$34.9K | 0.2% | 71 |
|
|
2019
Q1 | $1.11M | Buy |
5,335
+15
| +0.3% | +$3.12K | 0.24% | 56 |
|
|
2018
Q4 | $1.01M | Buy |
5,320
+4,607
| +646% | +$878K | 0.23% | 53 |
|
|
2018
Q3 | $150K | Sell |
713
-2,866
| -80% | -$603K | 0.07% | 149 |
|
|
2018
Q2 | $704K | Sell |
3,579
-10
| -0.3% | -$1.97K | 0.15% | 75 |
|
|
2018
Q1 | $788K | Buy |
3,589
+3
| +0.1% | +$659 | 0.17% | 66 |
|
|
2017
Q4 | $844K | Buy |
3,586
+336
| +10% | +$79.1K | 0.18% | 67 |
|
|
2017
Q3 | $682K | Buy |
3,250
+3
| +0.1% | +$630 | 0.15% | 62 |
|
|
2017
Q2 | $676K | Sell |
3,247
-455
| -12% | -$94.7K | 0.15% | 62 |
|
|
2017
Q1 | $708K | Buy |
3,702
+184
| +5% | +$35.2K | 0.17% | 62 |
|
|
2016
Q4 | $628K | Sell |
3,518
-19
| -0.5% | -$3.39K | 0.15% | 62 |
|
|
2016
Q3 | $623K | Buy |
3,537
+422
| +14% | +$74.3K | 0.09% | 79 |
|
|
2016
Q2 | $545K | Sell |
3,115
-1,335
| -30% | -$234K | 0.15% | 62 |
|
|
2016
Q1 | $742K | Buy |
4,450
+47
| +1% | +$7.84K | 0.27% | 46 |
|
|
2015
Q4 | $663K | Hold |
4,403
| – | – | 0.25% | 46 |
|
|
2015
Q3 | $624K | Hold |
4,403
| – | – | 0.27% | 43 |
|
|
2015
Q2 | $679K | Hold |
4,403
| – | – | 0.26% | 44 |
|
|
2015
Q1 | $726K | Sell |
4,403
-640
| -13% | -$106K | 0.28% | 41 |
|
|
2014
Q4 | $829K | Sell |
5,043
-213
| -4% | -$35K | 0.33% | 38 |
|
|
2014
Q3 | $745K | Buy |
5,256
+344
| +7% | +$48.8K | 0.34% | 39 |
|
|
2014
Q2 | $704K | Sell |
4,912
-200
| -4% | -$28.7K | 0.34% | 41 |
|
|
2014
Q1 | $694K | Sell |
5,112
-150
| -3% | -$20.4K | 0.37% | 38 |
|
|
2013
Q4 | $738K | Hold |
5,262
| – | – | 0.4% | 37 |
|
|
2013
Q3 | $628K | Sell |
5,262
-135
| -3% | -$16.1K | 0.39% | 39 |
|
|
2013
Q2 | $590K | Buy |
+5,397
| New | +$590K | 0.41% | 40 |
|