Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q2
$1.06M Buy
8,163
+5,936
+267% +$748K 0.71% 18
2020
Q1
$254K Buy
2,227
+237
+12% +$31.2K 0.2% 118
2019
Q4
$294K Buy
+1,990
New +$279K 0.15% 174
2019
Q3
Sell
-9,416
Closed -$1.36M 339
2019
Q2
$1.36M Sell
9,416
-2,853
-23% -$439K 0.47% 78
2019
Q1
$2.13M Buy
+12,269
New +$2.07M 0.74% 24
2018
Q1
Sell
-10,489
Closed -$2.06M 423
2017
Q4
$2.06M Buy
10,489
+9,348
+819% +$1.8M 1.21% 68
2017
Q3
$200K Buy
+1,141
New +$198K 0.26% 215
2016
Q3
Sell
-3,325
Closed -$487K 514
2016
Q2
$487K Buy
+3,325
New +$469K 0.18% 420
2015
Q4
Sell
-1,459
Closed -$188K 916
2015
Q3
$173K Buy
+1,459
New +$179K 0.1% 353
2015
Q2
Sell
-7,092
Closed -$951K 1190
2015
Q1
$978K Sell
7,092
-5,099
-42% -$703K 0.61% 261
2014
Q4
$1.68M Buy
12,191
+9,690
+387% +$1.24M 0.37% 213
2014
Q3
$296K Buy
2,501
+2,094
+514% +$252K 0.13% 529
2014
Q2
$49K Buy
+407
New +$47.8K 0.03% 731
2014
Q1
Sell
-2,101
Closed -$233K 798
2013
Q4
$246K Buy
+2,101
New +$224K 0.17% 490

Other funds holding MMM