Kovitz Investment Group Partners’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.1M | Buy |
79,680
+109
| +0.1% | +$16.6K | 0.05% | 275 |
|
|
2025
Q1 | $11.7M | Sell |
79,571
-8,258
| -9% | -$1.21M | 0.06% | 239 |
|
|
2024
Q4 | $11.3M | Sell |
87,829
-3,622
| -4% | -$468K | 0.06% | 245 |
|
|
2024
Q3 | $11.6M | Buy |
91,451
+42,978
| +89% | +$5.45M | 0.08% | 204 |
|
|
2024
Q2 | $4.96M | Buy |
48,473
+32,455
| +203% | +$3.32M | 0.04% | 292 |
|
|
2024
Q1 | $1.42M | Buy |
16,018
+609
| +4% | +$54K | 0.02% | 349 |
|
|
2023
Q4 | $1.41M | Sell |
15,409
-1,223
| -7% | -$112K | 0.02% | 254 |
|
|
2023
Q3 | $1.3M | Buy |
16,632
+213
| +1% | +$16.7K | 0.02% | 258 |
|
|
2023
Q2 | $1.37M | Sell |
16,419
-1,135
| -6% | -$95K | 0.02% | 264 |
|
|
2023
Q1 | $1.54M | Buy |
17,554
+622
| +4% | +$54.7K | 0.03% | 255 |
|
|
2022
Q4 | $1.7M | Sell |
16,932
-1,443
| -8% | -$145K | 0.03% | 239 |
|
|
2022
Q3 | $1.7M | Sell |
18,375
-1,223
| -6% | -$113K | 0.04% | 230 |
|
|
2022
Q2 | $2.12M | Sell |
19,598
-203
| -1% | -$22K | 0.05% | 221 |
|
|
2022
Q1 | $2.47M | Sell |
19,801
-24,730
| -56% | -$3.08M | 0.05% | 216 |
|
|
2021
Q4 | $6.51M | Sell |
44,531
-23,724
| -35% | -$3.47M | 0.15% | 98 |
|
|
2021
Q3 | $10M | Buy |
68,255
+3,295
| +5% | +$483K | 0.2% | 71 |
|
|
2021
Q2 | $10.8M | Buy |
64,960
+17,798
| +38% | +$2.96M | 0.21% | 66 |
|
|
2021
Q1 | $7.6M | Buy |
47,162
+2,721
| +6% | +$438K | 0.18% | 89 |
|
|
2020
Q4 | $6.5M | Buy |
44,441
+26,944
| +154% | +$3.94M | 0.16% | 96 |
|
|
2020
Q3 | $2.34M | Buy |
17,497
+126
| +0.7% | +$16.9K | 0.07% | 178 |
|
|
2020
Q2 | $2.27M | Buy |
17,371
+934
| +6% | +$122K | 0.07% | 177 |
|
|
2020
Q1 | $1.88M | Buy |
16,437
+10,904
| +197% | +$1.24M | 0.07% | 179 |
|
|
2019
Q4 | $816K | Buy |
5,533
+388
| +8% | +$57.2K | 0.02% | 281 |
|
|
2019
Q3 | $707K | Sell |
5,145
-11
| -0.2% | -$1.51K | 0.02% | 293 |
|
|
2019
Q2 | $747K | Sell |
5,156
-509
| -9% | -$73.7K | 0.02% | 288 |
|
|
2019
Q1 | $985K | Buy |
5,665
+2,017
| +55% | +$351K | 0.03% | 274 |
|
|
2018
Q4 | $581K | Sell |
3,648
-299
| -8% | -$47.6K | 0.02% | 220 |
|
|
2018
Q3 | $695K | Buy |
3,947
+299
| +8% | +$52.6K | 0.03% | 101 |
|
|
2018
Q2 | $600K | Sell |
3,648
-819
| -18% | -$135K | 0.03% | 106 |
|
|
2018
Q1 | $820K | Sell |
4,467
-837
| -16% | -$154K | 0.04% | 94 |
|
|
2017
Q4 | $1.04K | Buy |
5,304
+173
| +3% | +$34 | 0.04% | 88 |
|
|
2017
Q3 | $900K | Sell |
5,131
-422
| -8% | -$74K | 0.04% | 91 |
|
|
2017
Q2 | $967K | Buy |
5,553
+72
| +1% | +$12.5K | 0.05% | 88 |
|
|
2017
Q1 | $877K | Buy |
5,481
+153
| +3% | +$24.5K | 0.05% | 79 |
|
|
2016
Q4 | $796K | Hold |
5,328
| – | – | 0.05% | 74 |
|
|
2016
Q3 | $785K | Sell |
5,328
-120
| -2% | -$17.7K | 0.05% | 86 |
|
|
2016
Q2 | $798K | Sell |
5,448
-1,309
| -19% | -$192K | 0.06% | 86 |
|
|
2016
Q1 | $941K | Buy |
+6,757
| New | +$941K | 0.06% | 83 |
|