Kelly Lawrence W & Associates’s 3M MMM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $251K | Sell |
1,649
-1,000
| -38% | -$152K | 0.07% | 70 |
|
2025
Q1 | $389K | Hold |
2,649
| – | – | 0.09% | 64 |
|
2024
Q4 | $342K | Sell |
2,649
-500
| -16% | -$64.5K | 0.08% | 68 |
|
2024
Q3 | $430K | Sell |
3,149
-300
| -9% | -$41K | 0.1% | 63 |
|
2024
Q2 | $352K | Sell |
3,449
-437
| -11% | -$44.7K | 0.08% | 66 |
|
2024
Q1 | $345K | Hold |
3,886
| – | – | 0.08% | 63 |
|
2023
Q4 | $355K | Sell |
3,886
-119
| -3% | -$10.9K | 0.09% | 64 |
|
2023
Q3 | $314K | Hold |
4,005
| – | – | 0.08% | 64 |
|
2023
Q2 | $343K | Hold |
4,005
| – | – | 0.09% | 66 |
|
2023
Q1 | $352K | Buy |
4,005
+1,196
| +43% | +$105K | 0.1% | 64 |
|
2022
Q4 | $282K | Hold |
2,809
| – | – | 0.08% | 64 |
|
2022
Q3 | $260K | Hold |
2,809
| – | – | 0.07% | 77 |
|
2022
Q2 | $304K | Sell |
2,809
-479
| -15% | -$51.8K | 0.08% | 74 |
|
2022
Q1 | $409K | Sell |
3,288
-770
| -19% | -$95.8K | 0.09% | 60 |
|
2021
Q4 | $603K | Buy |
4,058
+1,495
| +58% | +$222K | 0.12% | 53 |
|
2021
Q3 | $376K | Hold |
2,563
| – | – | 0.08% | 61 |
|
2021
Q2 | $426K | Sell |
2,563
-598
| -19% | -$99.4K | 0.09% | 60 |
|
2021
Q1 | $509K | Sell |
3,161
-510
| -14% | -$82.1K | 0.12% | 57 |
|
2020
Q4 | $537K | Sell |
3,671
-3,744
| -50% | -$548K | 0.21% | 41 |
|
2020
Q3 | $993K | Hold |
7,415
| – | – | 0.3% | 37 |
|
2020
Q2 | $967K | Buy |
7,415
+119
| +2% | +$15.5K | 0.2% | 37 |
|
2020
Q1 | $833K | Hold |
7,296
| – | – | 0.2% | 41 |
|
2019
Q4 | $1.08M | Buy |
7,296
+2,721
| +59% | +$401K | 0.17% | 48 |
|
2019
Q3 | $629K | Sell |
4,575
-917
| -17% | -$126K | 0.1% | 55 |
|
2019
Q2 | $796K | Hold |
5,492
| – | – | 0.14% | 51 |
|
2019
Q1 | $954K | Hold |
5,492
| – | – | 0.17% | 51 |
|
2018
Q4 | $875K | Sell |
5,492
-7,137
| -57% | -$1.14M | 0.19% | 52 |
|
2018
Q3 | $2.23M | Buy |
12,629
+918
| +8% | +$162K | 0.37% | 42 |
|
2018
Q2 | $1.93M | Hold |
11,711
| – | – | 0.35% | 43 |
|
2018
Q1 | $2.15M | Sell |
11,711
-1,196
| -9% | -$220K | 0.41% | 43 |
|
2017
Q4 | $2.54M | Hold |
12,907
| – | – | 0.47% | 43 |
|
2017
Q3 | $2.27M | Sell |
12,907
-36
| -0.3% | -$6.32K | 0.43% | 43 |
|
2017
Q2 | $2.25M | Sell |
12,943
-2,775
| -18% | -$483K | 0.45% | 43 |
|
2017
Q1 | $2.52M | Sell |
15,718
-1,076
| -6% | -$172K | 0.52% | 42 |
|
2016
Q4 | $2.51M | Hold |
16,794
| – | – | 0.56% | 39 |
|
2016
Q3 | $2.47M | Sell |
16,794
-66
| -0.4% | -$9.72K | 0.53% | 42 |
|
2016
Q2 | $2.47M | Sell |
16,860
-1,324
| -7% | -$194K | 0.57% | 41 |
|
2016
Q1 | $2.53M | Sell |
18,184
-718
| -4% | -$100K | 0.63% | 38 |
|
2015
Q4 | $2.38M | Sell |
18,902
-9,747
| -34% | -$1.23M | 0.54% | 39 |
|
2015
Q3 | $3.4M | Buy |
28,649
+11,840
| +70% | +$1.4M | 0.79% | 38 |
|
2015
Q2 | $2.17M | Buy |
16,809
+11,841
| +238% | +$1.53M | 0.43% | 42 |
|
2015
Q1 | $685K | Hold |
4,968
| – | – | 0.15% | 52 |
|
2014
Q4 | $682K | Hold |
4,968
| – | – | 0.14% | 54 |
|
2014
Q3 | $589K | Sell |
4,968
-823
| -14% | -$97.6K | 0.13% | 56 |
|
2014
Q2 | $694K | Sell |
5,791
-183
| -3% | -$21.9K | 0.15% | 52 |
|
2014
Q1 | $677K | Sell |
5,974
-86
| -1% | -$9.75K | 0.16% | 55 |
|
2013
Q4 | $711K | Sell |
6,060
-138
| -2% | -$16.2K | 0.16% | 55 |
|
2013
Q3 | $619K | Buy |
6,198
+210
| +4% | +$21K | 0.15% | 57 |
|
2013
Q2 | $548K | Buy |
+5,988
| New | +$548K | 0.14% | 59 |
|