Landmark Financial Advisors’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,946
| Closed | -$366K | – | 84 |
|
|
2022
Q1 | $366K | Sell |
2,946
-190
| -6% | -$25.3K | 0.18% | 63 |
|
|
2021
Q4 | $466K | Buy |
3,136
+235
| +8% | +$35K | 0.21% | 54 |
|
|
2021
Q3 | $467K | Buy |
2,901
+4
| +0.1% | +$648 | 0.25% | 47 |
|
|
2021
Q2 | $481K | Sell |
2,897
-4
| -0.1% | -$668 | 0.23% | 50 |
|
|
2021
Q1 | $467K | Sell |
2,901
-48
| -2% | -$7.18K | 0.25% | 47 |
|
|
2020
Q4 | $407K | Sell |
2,949
-24
| -0.8% | -$3.41K | 0.23% | 48 |
|
|
2020
Q3 | $405K | Sell |
2,973
-19
| -0.6% | -$2.56K | 0.26% | 45 |
|
|
2020
Q2 | $396K | Sell |
2,992
-31
| -1% | -$3.91K | 0.26% | 45 |
|
|
2020
Q1 | $380K | Buy |
3,023
+514
| +20% | +$67.6K | 0.26% | 42 |
|
|
2019
Q4 | $373K | Buy |
2,509
+210
| +9% | +$29.4K | 0.22% | 49 |
|
|
2019
Q3 | $315K | Hold |
2,299
| – | – | 0.2% | 48 |
|
|
2019
Q2 | $333K | Hold |
2,299
| – | – | 0.2% | 45 |
|
|
2019
Q1 | $399K | Buy |
2,299
+7
| +0.3% | +$1.18K | 0.26% | 39 |
|
|
2018
Q4 | $365K | Buy |
2,292
+8
| +0.4% | +$1.33K | 0.24% | 40 |
|
|
2018
Q3 | $402K | Buy |
2,284
+6
| +0.3% | +$1.03K | 0.24% | 41 |
|
|
2018
Q2 | $375K | Buy |
2,278
+6
| +0.3% | +$1.02K | 0.23% | 37 |
|
|
2018
Q1 | $417K | Buy |
2,272
+6
| +0.3% | +$1.19K | 0.26% | 38 |
|
|
2017
Q4 | $446K | Buy |
2,266
+4
| +0.2% | +$770 | 0.28% | 36 |
|
|
2017
Q3 | $397K | Buy |
2,262
+5
| +0.2% | +$866 | 0.27% | 37 |
|
|
2017
Q2 | $392K | Buy |
2,257
+5
| +0.2% | +$836 | 0.28% | 38 |
|
|
2017
Q1 | $360K | Buy |
2,252
+6
| +0.3% | +$920 | 0.27% | 39 |
|
|
2016
Q4 | $335K | Buy |
2,246
+6
| +0.3% | +$866 | 0.27% | 41 |
|
|
2016
Q3 | $330K | Buy |
2,240
+6
| +0.3% | +$896 | 0.28% | 40 |
|
|
2016
Q2 | $327K | Buy |
2,234
+6
| +0.3% | +$846 | 0.31% | 41 |
|
|
2016
Q1 | $310K | Buy |
2,228
+6
| +0.3% | +$771 | 0.31% | 40 |
|
|
2015
Q4 | $279K | Buy |
2,222
+6
| +0.3% | +$771 | 0.29% | 38 |
|
|
2015
Q3 | $262K | Buy |
2,216
+7
| +0.3% | +$861 | 0.29% | 36 |
|
|
2015
Q2 | $285K | Buy |
2,209
+5
| +0.2% | +$671 | 0.29% | 36 |
|
|
2015
Q1 | $304K | Buy |
2,204
+6
| +0.3% | +$827 | 0.32% | 36 |
|
|
2014
Q4 | $305K | Buy |
+2,198
| New | +$282K | 0.31% | 36 |
|
Other funds holding MMM
