Keystone Financial Planning’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-82,841
| Closed | -$7.35M | – | 52 |
|
|
2024
Q1 | $7.35M | Sell |
82,841
-1,998
| -2% | -$166K | 2.38% | 9 |
|
|
2023
Q4 | $7.75M | Hold |
84,839
| – | – | 2.56% | 6 |
|
|
2023
Q3 | $6.64M | Hold |
84,839
| – | – | 2.32% | 11 |
|
|
2023
Q2 | $7.1M | Buy |
84,839
+241
| +0.3% | +$20.5K | 2.38% | 11 |
|
|
2023
Q1 | $7.43M | Buy |
84,598
+7,863
| +10% | +$742K | 2.53% | 10 |
|
|
2022
Q4 | $7.69M | Buy |
76,735
+488
| +0.6% | +$49.8K | 2.59% | 9 |
|
|
2022
Q3 | $7.04M | Buy |
76,247
+10,023
| +15% | +$1.1M | 2.71% | 9 |
|
|
2022
Q2 | $7.17M | Buy |
66,224
+9,290
| +16% | +$1.12M | 2.52% | 15 |
|
|
2022
Q1 | $7.09M | Buy |
56,934
+29,749
| +109% | +$3.96M | 2.37% | 16 |
|
|
2021
Q4 | $4.04M | Buy |
27,185
+5,258
| +24% | +$783K | 1.38% | 24 |
|
|
2021
Q3 | $3.22M | Sell |
21,927
-21,188
| -49% | -$3.43M | 1.17% | 26 |
|
|
2021
Q2 | $7.16M | Sell |
43,115
-102
| -0.2% | -$17K | 2.59% | 15 |
|
|
2021
Q1 | $6.96M | Sell |
43,217
-1,206
| -3% | -$181K | 2.6% | 17 |
|
|
2020
Q4 | $6.49M | Sell |
44,423
-108
| -0.2% | -$15.3K | 2.69% | 18 |
|
|
2020
Q3 | $5.96M | Sell |
44,531
-144
| -0.3% | -$19.4K | 2.88% | 17 |
|
|
2020
Q2 | $5.83M | Sell |
44,675
-7,767
| -15% | -$979K | 2.87% | 19 |
|
|
2020
Q1 | $5.99M | Buy |
52,442
+945
| +2% | +$124K | 3.43% | 13 |
|
|
2019
Q4 | $7.6M | Buy |
51,497
+1,300
| +3% | +$182K | 3.39% | 8 |
|
|
2019
Q3 | $6.9M | Buy |
50,197
+9,264
| +23% | +$1.3M | 3.29% | 11 |
|
|
2019
Q2 | $5.93M | Buy |
40,933
+38,932
| +1,946% | +$5.99M | 2.9% | 15 |
|
|
2019
Q1 | $348K | Hold |
2,001
| – | – | 0.17% | 45 |
|
|
2018
Q4 | $319K | Hold |
2,001
| – | – | 0.18% | 45 |
|
|
2018
Q3 | $353K | Hold |
2,001
| – | – | 0.18% | 43 |
|
|
2018
Q2 | $329K | Hold |
2,001
| – | – | 0.18% | 45 |
|
|
2018
Q1 | $367K | Hold |
2,001
| – | – | 0.2% | 45 |
|
|
2017
Q4 | $394K | Hold |
2,001
| – | – | 0.21% | 43 |
|
|
2017
Q3 | $351K | Hold |
2,001
| – | – | 0.2% | 44 |
|
|
2017
Q2 | $348K | Hold |
2,001
| – | – | 0.21% | 45 |
|
|
2017
Q1 | $320K | Hold |
2,001
| – | – | 0.2% | 45 |
|
|
2016
Q4 | $299K | Hold |
2,001
| – | – | 0.2% | 44 |
|
|
2016
Q3 | $295K | Hold |
2,001
| – | – | 0.19% | 43 |
|
|
2016
Q2 | $293K | Hold |
2,001
| – | – | 0.2% | 42 |
|
|
2016
Q1 | $279K | Hold |
2,001
| – | – | 0.2% | 42 |
|
|
2015
Q4 | $252K | Hold |
2,001
| – | – | 0.19% | 42 |
|
|
2015
Q3 | $237K | Hold |
2,001
| – | – | 0.19% | 42 |
|
|
2015
Q2 | $258K | Hold |
2,001
| – | – | 0.2% | 41 |
|
|
2015
Q1 | $276K | Hold |
2,001
| – | – | 0.21% | 41 |
|
|
2014
Q4 | $275K | Hold |
2,001
| – | – | 0.2% | 43 |
|
|
2014
Q3 | $237K | Hold |
2,001
| – | – | 0.18% | 43 |
|
|
2014
Q2 | $240K | Hold |
2,001
| – | – | 0.18% | 46 |
|
|
2014
Q1 | $227K | Buy |
+2,001
| New | +$222K | 0.18% | 51 |
|
Other funds holding MMM
Keystone Financial Planning's MMM Position: Q2 2024 in Review
Keystone Financial Planning sold out of 3M (MMM) in Q2 2024, closing a stake of 82,841 shares — an estimated $7.35M sold.
Keystone Financial Planning first reported a position in MMM in Q1 2014 and held it in 41 quarters. The position peaked at $7.75M in Q4 2023. 1,939 funds tracked by Wall St. Rank hold MMM as of Q2 2024.
- Keystone Financial Planning reported no remaining 3M position as of Q2 2024 after selling out during the quarter.
- Keystone Financial Planning sold 82,841 3M shares in Q2 2024, an estimated $7.35M.
- Keystone Financial Planning first reported a position in 3M in Q1 2014 and held it in 41 quarters.
- Keystone Financial Planning's 3M position peaked at $7.75M in Q4 2023.
- 1,939 funds tracked by Wall St. Rank held 3M as of Q2 2024.
Based on Keystone Financial Planning's 13F filing for Q2 2024, filed 10 Jul 2024.