KLI
Kelman-Lazarov Inc’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $207K | Sell |
1,361
-562
| -29% | -$85.6K | 0.03% | 119 |
|
|
2025
Q1 | $282K | Buy |
1,923
+43
| +2% | +$6.32K | 0.05% | 95 |
|
|
2024
Q4 | $243K | Buy |
+1,880
| New | +$243K | 0.04% | 98 |
|
|
2022
Q2 | – | Sell |
-1,705
| Closed | -$254K | – | 88 |
|
|
2022
Q1 | $254K | Hold |
1,705
| – | – | 0.08% | 74 |
|
|
2021
Q4 | $303K | Buy |
1,705
+275
| +19% | +$48.9K | 0.1% | 67 |
|
|
2021
Q3 | $251K | Hold |
1,430
| – | – | 0.09% | 72 |
|
|
2021
Q2 | $284K | Hold |
1,430
| – | – | 0.1% | 70 |
|
|
2021
Q1 | $276K | Hold |
1,430
| – | – | 0.1% | 71 |
|
|
2020
Q4 | $250K | Hold |
1,430
| – | – | 0.1% | 68 |
|
|
2020
Q3 | $229K | Hold |
1,430
| – | – | 0.1% | 66 |
|
|
2020
Q2 | $223K | Buy |
+1,430
| New | +$223K | 0.1% | 72 |
|
|
2020
Q1 | – | Sell |
-1,605
| Closed | -$283K | – | 87 |
|
|
2019
Q4 | $283K | Hold |
1,605
| – | – | 0.13% | 82 |
|
|
2019
Q3 | $264K | Hold |
1,605
| – | – | 0.13% | 82 |
|
|
2019
Q2 | $278K | Hold |
1,605
| – | – | 0.14% | 78 |
|
|
2019
Q1 | $333K | Hold |
1,605
| – | – | 0.18% | 75 |
|
|
2018
Q4 | $306K | Sell |
1,605
-600
| -27% | -$114K | 0.19% | 79 |
|
|
2018
Q3 | $465K | Sell |
2,205
-150
| -6% | -$31.6K | 0.27% | 75 |
|
|
2018
Q2 | $463K | Hold |
2,355
| – | – | 0.25% | 79 |
|
|
2018
Q1 | $517K | Hold |
2,355
| – | – | 0.28% | 78 |
|
|
2017
Q4 | $554K | Hold |
2,355
| – | – | 0.28% | 79 |
|
|
2017
Q3 | $494K | Sell |
2,355
-1,880
| -44% | -$394K | 0.26% | 84 |
|
|
2017
Q2 | $882K | Hold |
4,235
| – | – | 0.48% | 63 |
|
|
2017
Q1 | $810K | Sell |
4,235
-25
| -0.6% | -$4.78K | 0.52% | 58 |
|
|
2016
Q4 | $761K | Sell |
4,260
-275
| -6% | -$49.1K | 0.43% | 64 |
|
|
2016
Q3 | $779K | Hold |
4,535
| – | – | 0.44% | 63 |
|
|
2016
Q2 | $796K | Sell |
4,535
-475
| -9% | -$83.4K | 0.45% | 67 |
|
|
2016
Q1 | $839K | Buy |
+5,010
| New | +$839K | 0.49% | 61 |
|