JIC
Joel Isaacson & Co’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $496K | Buy |
3,256
+2
| +0.1% | +$304 | 0.02% | 257 |
|
|
2025
Q1 | $478K | Hold |
3,254
| – | – | 0.02% | 242 |
|
|
2024
Q4 | $420K | Hold |
3,254
| – | – | 0.02% | 254 |
|
|
2024
Q3 | $445K | Hold |
3,254
| – | – | 0.02% | 238 |
|
|
2024
Q2 | $333K | Buy |
3,254
+175
| +6% | +$17.9K | 0.02% | 264 |
|
|
2024
Q1 | $327K | Sell |
3,079
-38
| -1% | -$4.03K | 0.02% | 264 |
|
|
2023
Q4 | $341K | Buy |
3,117
+18
| +0.6% | +$1.97K | 0.02% | 239 |
|
|
2023
Q3 | $290K | Sell |
3,099
-830
| -21% | -$77.7K | 0.02% | 247 |
|
|
2023
Q2 | $393K | Sell |
3,929
-233
| -6% | -$23.3K | 0.03% | 215 |
|
|
2023
Q1 | $437K | Sell |
4,162
-443
| -10% | -$46.6K | 0.03% | 201 |
|
|
2022
Q4 | $552K | Buy |
4,605
+141
| +3% | +$16.9K | 0.04% | 166 |
|
|
2022
Q3 | $493K | Sell |
4,464
-4,280
| -49% | -$473K | 0.04% | 165 |
|
|
2022
Q2 | $1.13M | Hold |
8,744
| – | – | 0.1% | 90 |
|
|
2022
Q1 | $1.28M | Hold |
8,744
| – | – | 0.09% | 97 |
|
|
2021
Q4 | $1.55M | Hold |
8,744
| – | – | 0.11% | 87 |
|
|
2021
Q3 | $1.53M | Hold |
8,744
| – | – | 0.12% | 86 |
|
|
2021
Q2 | $1.74M | Sell |
8,744
-75
| -0.9% | -$14.9K | 0.14% | 72 |
|
|
2021
Q1 | $1.7M | Buy |
8,819
+75
| +0.9% | +$14.4K | 0.15% | 66 |
|
|
2020
Q4 | $1.53M | Sell |
8,744
-128
| -1% | -$22.4K | 0.15% | 66 |
|
|
2020
Q3 | $1.42M | Buy |
8,872
+20
| +0.2% | +$3.2K | 0.18% | 60 |
|
|
2020
Q2 | $1.38M | Buy |
8,852
+9
| +0.1% | +$1.4K | 0.2% | 58 |
|
|
2020
Q1 | $1.21M | Buy |
8,843
+85
| +1% | +$11.6K | 0.21% | 54 |
|
|
2019
Q4 | $1.55M | Buy |
8,758
+7
| +0.1% | +$1.24K | 0.2% | 50 |
|
|
2019
Q3 | $1.44M | Sell |
8,751
-686
| -7% | -$113K | 0.21% | 51 |
|
|
2019
Q2 | $1.64M | Sell |
9,437
-3,486
| -27% | -$604K | 0.24% | 47 |
|
|
2019
Q1 | $2.69M | Buy |
12,923
+36
| +0.3% | +$7.48K | 0.39% | 34 |
|
|
2018
Q4 | $2.48M | Buy |
12,887
+3,776
| +41% | +$726K | 0.39% | 32 |
|
|
2018
Q3 | $1.92M | Hold |
9,111
| – | – | 0.3% | 35 |
|
|
2018
Q2 | $1.79M | Buy |
9,111
+1,020
| +13% | +$201K | 0.3% | 36 |
|
|
2018
Q1 | $1.78M | Hold |
8,091
| – | – | 0.31% | 34 |
|
|
2017
Q4 | $1.9M | Sell |
8,091
-38
| -0.5% | -$8.94K | 0.33% | 33 |
|
|
2017
Q3 | $1.71M | Buy |
8,129
+585
| +8% | +$123K | 0.31% | 37 |
|
|
2017
Q2 | $1.57M | Buy |
7,544
+5
| +0.1% | +$1.04K | 0.3% | 39 |
|
|
2017
Q1 | $1.44M | Buy |
7,539
+5
| +0.1% | +$957 | 0.28% | 40 |
|
|
2016
Q4 | $1.35M | Sell |
7,534
-34
| -0.4% | -$6.07K | 0.27% | 39 |
|
|
2016
Q3 | $1.33M | Sell |
7,568
-5
| -0.1% | -$881 | 0.27% | 37 |
|
|
2016
Q2 | $1.33M | Buy |
7,573
+3,464
| +84% | +$607K | 0.28% | 37 |
|
|
2016
Q1 | $685K | Sell |
4,109
-945
| -19% | -$158K | 0.15% | 67 |
|
|
2015
Q4 | $761K | Sell |
5,054
-350
| -6% | -$52.7K | 0.19% | 57 |
|
|
2015
Q3 | $766K | Buy |
5,404
+34
| +0.6% | +$4.82K | 0.2% | 53 |
|
|
2015
Q2 | $829K | Buy |
5,370
+228
| +4% | +$35.2K | 0.21% | 55 |
|
|
2015
Q1 | $848K | Buy |
5,142
+2,388
| +87% | +$394K | 0.21% | 55 |
|
|
2014
Q4 | $453K | Sell |
2,754
-113
| -4% | -$18.6K | 0.12% | 81 |
|
|
2014
Q3 | $406K | Buy |
2,867
+4
| +0.1% | +$566 | 0.12% | 74 |
|
|
2014
Q2 | $410K | Buy |
2,863
+5
| +0.2% | +$716 | 0.13% | 75 |
|
|
2014
Q1 | $388K | Buy |
2,858
+4
| +0.1% | +$543 | 0.13% | 74 |
|
|
2013
Q4 | $400K | Buy |
2,854
+34
| +1% | +$4.77K | 0.15% | 65 |
|
|
2013
Q3 | $337K | Buy |
2,820
+1,085
| +63% | +$130K | 0.14% | 68 |
|
|
2013
Q2 | $190K | Buy |
+1,735
| New | +$190K | 0.09% | 96 |
|