Kestra Advisory Services’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $22.9M | Sell |
157,884
-420
| -0.3% | -$66.9K | 0.09% | 240 |
|
|
2025
Q4 | $25.3M | Buy |
158,304
+20,370
| +15% | +$3.33M | 0.1% | 197 |
|
|
2025
Q3 | $21.4M | Buy |
137,934
+51,345
| +59% | +$7.92M | 0.1% | 206 |
|
|
2025
Q2 | $13.2M | Sell |
86,589
-3,726
| -4% | -$533K | 0.06% | 304 |
|
|
2025
Q1 | $13.3M | Sell |
90,315
-4,479
| -5% | -$658K | 0.06% | 276 |
|
|
2024
Q4 | $12.2M | Sell |
94,794
-5,455
| -5% | -$715K | 0.07% | 304 |
|
|
2024
Q3 | $13.7M | Sell |
100,249
-23,708
| -19% | -$2.9M | 0.08% | 283 |
|
|
2024
Q2 | $12.7M | Sell |
123,957
-10,499
| -8% | -$1.02M | 0.07% | 295 |
|
|
2024
Q1 | $11.9M | Sell |
134,456
-63,389
| -32% | -$5.26M | 0.08% | 265 |
|
|
2023
Q4 | $18.1M | Sell |
197,845
-12,989
| -6% | -$1.04M | 0.15% | 136 |
|
|
2023
Q3 | $16.5M | Buy |
210,834
+109,515
| +108% | +$9.4M | 0.16% | 129 |
|
|
2023
Q2 | $8.48M | Buy |
101,319
+1,418
| +1% | +$120K | 0.08% | 255 |
|
|
2023
Q1 | $8.78M | Buy |
99,901
+878
| +0.9% | +$82.8K | 0.1% | 235 |
|
|
2022
Q4 | $9.93M | Buy |
99,023
+2,207
| +2% | +$225K | 0.09% | 250 |
|
|
2022
Q3 | $8.95M | Buy |
96,816
+17,540
| +22% | +$1.92M | 0.1% | 233 |
|
|
2022
Q2 | $8.58M | Buy |
79,276
+10,746
| +16% | +$1.3M | 0.09% | 240 |
|
|
2022
Q1 | $8.53M | Sell |
68,530
-5,939
| -8% | -$790K | 0.09% | 252 |
|
|
2021
Q4 | $11.1M | Sell |
74,469
-25,469
| -25% | -$3.79M | 0.11% | 209 |
|
|
2021
Q3 | $14.7M | Buy |
99,938
+29,164
| +41% | +$4.73M | 0.15% | 159 |
|
|
2021
Q2 | $11.8M | Buy |
70,774
+1,899
| +3% | +$317K | 0.13% | 174 |
|
|
2021
Q1 | $11.1M | Sell |
68,875
-51,440
| -43% | -$7.7M | 0.14% | 174 |
|
|
2020
Q4 | $17.5M | Buy |
120,315
+63,896
| +113% | +$9.07M | 0.2% | 114 |
|
|
2020
Q3 | $7.58M | Buy |
+56,419
| New | +$7.59M | 0.14% | 177 |
|
Other funds holding MMM
VCM
VPM
