Kozak & 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 | $6.94K | Buy |
45
+1
| +2% | +$154 | ﹤0.01% | 267 |
|
|
2025
Q1 | $6.02K | Hold |
44
| – | – | ﹤0.01% | 268 |
|
|
2024
Q4 | $5.72K | Sell |
44
-239
| -84% | -$31.1K | ﹤0.01% | 286 |
|
|
2024
Q3 | $38.6K | Buy |
283
+2
| +0.7% | +$273 | 0.01% | 146 |
|
|
2024
Q2 | $28.6K | Sell |
281
-53
| -16% | -$5.39K | 0.01% | 153 |
|
|
2024
Q1 | $29.3K | Buy |
334
+5
| +2% | +$439 | 0.01% | 158 |
|
|
2023
Q4 | $29.6K | Hold |
329
| – | – | 0.01% | 166 |
|
|
2023
Q3 | $24.3K | Buy |
329
+1
| +0.3% | +$74 | 0.01% | 183 |
|
|
2023
Q2 | $27.7K | Hold |
328
| – | – | 0.01% | 173 |
|
|
2023
Q1 | $28.8K | Hold |
328
| – | – | 0.01% | 179 |
|
|
2022
Q4 | $33K | Buy |
328
+1
| +0.3% | +$101 | 0.02% | 168 |
|
|
2022
Q3 | $30K | Buy |
327
+24
| +8% | +$2.2K | 0.02% | 167 |
|
|
2022
Q2 | $33K | Buy |
303
+24
| +9% | +$2.61K | 0.02% | 169 |
|
|
2022
Q1 | $34K | Hold |
279
| – | – | 0.02% | 181 |
|
|
2021
Q4 | $34K | Hold |
279
| – | – | 0.02% | 181 |
|
|
2021
Q3 | $43K | Buy |
+279
| New | +$43K | 0.03% | 171 |
|