Lee, Danner & Bass’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 | $5.26M | Buy |
36,204
+300
| +0.8% | +$47.8K | 0.33% | 69 |
|
|
2025
Q4 | $5.75M | Sell |
35,904
-182
| -0.5% | -$29.8K | 0.41% | 54 |
|
|
2025
Q3 | $5.6M | Sell |
36,086
-98
| -0.3% | -$15.1K | 0.41% | 53 |
|
|
2025
Q2 | $5.51M | Sell |
36,184
-179
| -0.5% | -$25.6K | 0.43% | 50 |
|
|
2025
Q1 | $5.34M | Hold |
36,363
| – | – | 0.43% | 53 |
|
|
2024
Q4 | $4.69M | Sell |
36,363
-195
| -0.5% | -$25.6K | 0.37% | 57 |
|
|
2024
Q3 | $5M | Buy |
36,558
+6,463
| +21% | +$791K | 0.35% | 54 |
|
|
2024
Q2 | $3.08M | Buy |
+30,095
| New | +$2.93M | 0.24% | 87 |
|
|
2023
Q4 | $1.57M | Buy |
17,128
+5,273
| +44% | +$423K | 0.13% | 112 |
|
|
2023
Q3 | $928K | Sell |
11,855
-888
| -7% | -$76.2K | 0.08% | 126 |
|
|
2023
Q2 | $1.07M | Sell |
12,743
-266
| -2% | -$22.6K | 0.09% | 123 |
|
|
2023
Q1 | $1.14M | Sell |
13,009
-478
| -4% | -$45.1K | 0.11% | 120 |
|
|
2022
Q4 | $1.35M | Buy |
13,487
+198
| +1% | +$20.2K | 0.13% | 116 |
|
|
2022
Q3 | $1.23M | Hold |
13,289
| – | – | 0.13% | 115 |
|
|
2022
Q2 | $1.44M | Sell |
13,289
-520
| -4% | -$62.8K | 0.15% | 106 |
|
|
2022
Q1 | $1.72M | Buy |
13,809
+640
| +5% | +$85.1K | 0.15% | 104 |
|
|
2021
Q4 | $1.96M | Hold |
13,169
| – | – | 0.17% | 97 |
|
|
2021
Q3 | $1.93M | Hold |
13,169
| – | – | 0.18% | 96 |
|
|
2021
Q2 | $2.19M | Sell |
13,169
-299
| -2% | -$49.9K | 0.2% | 93 |
|
|
2021
Q1 | $2.17M | Hold |
13,468
| – | – | 0.21% | 91 |
|
|
2020
Q4 | $1.97M | Sell |
13,468
-65
| -0.5% | -$9.23K | 0.21% | 90 |
|
|
2020
Q3 | $1.81M | Buy |
13,533
+60
| +0.4% | +$8.07K | 0.21% | 89 |
|
|
2020
Q2 | $1.76M | Sell |
13,473
-62
| -0.5% | -$7.81K | 0.22% | 88 |
|
|
2020
Q1 | $1.54M | Buy |
13,535
+2,690
| +25% | +$354K | 0.22% | 87 |
|
|
2019
Q4 | $1.6M | Sell |
10,845
-1,751
| -14% | -$245K | 0.17% | 97 |
|
|
2019
Q3 | $1.73M | Sell |
12,596
-120
| -0.9% | -$16.8K | 0.19% | 96 |
|
|
2019
Q2 | $1.84M | Sell |
12,716
-299
| -2% | -$46K | 0.19% | 94 |
|
|
2019
Q1 | $2.26M | Sell |
13,015
-538
| -4% | -$90.6K | 0.25% | 78 |
|
|
2018
Q4 | $2.16M | Sell |
13,553
-56
| -0.4% | -$9.3K | 0.25% | 81 |
|
|
2018
Q3 | $2.4M | Sell |
13,609
-501
| -4% | -$86.3K | 0.24% | 82 |
|
|
2018
Q2 | $2.32M | Buy |
14,110
+94
| +0.7% | +$16K | 0.25% | 82 |
|
|
2018
Q1 | $2.57M | Hold |
14,016
| – | – | 0.27% | 81 |
|
|
2017
Q4 | $2.76M | Sell |
14,016
-154
| -1% | -$29.6K | 0.28% | 81 |
|
|
2017
Q3 | $2.49M | Sell |
14,170
-23
| -0.2% | -$3.99K | 0.27% | 82 |
|
|
2017
Q2 | $2.47M | Sell |
14,193
-86
| -0.6% | -$14.4K | 0.28% | 78 |
|
|
2017
Q1 | $2.28M | Sell |
14,279
-785
| -5% | -$120K | 0.26% | 78 |
|
|
2016
Q4 | $2.25M | Hold |
15,064
| – | – | 0.26% | 76 |
|
|
2016
Q3 | $2.22M | Buy |
15,064
+234
| +2% | +$34.9K | 0.27% | 76 |
|
|
2016
Q2 | $2.17M | Hold |
14,830
| – | – | 0.26% | 76 |
|
|
2016
Q1 | $2.06M | Sell |
14,830
-60
| -0.4% | -$7.71K | 0.25% | 74 |
|
|
2015
Q4 | $1.88M | Sell |
14,890
-227
| -2% | -$29.2K | 0.25% | 77 |
|
|
2015
Q3 | $1.79M | Buy |
15,117
+119
| +0.8% | +$14.6K | 0.24% | 75 |
|
|
2015
Q2 | $1.94M | Sell |
14,998
-74
| -0.5% | -$9.93K | 0.23% | 78 |
|
|
2015
Q1 | $2.08M | Sell |
15,072
-39
| -0.3% | -$5.37K | 0.25% | 74 |
|
|
2014
Q4 | $2.08M | Sell |
15,111
-120
| -0.8% | -$15.4K | 0.25% | 75 |
|
|
2014
Q3 | $1.8M | Sell |
15,231
-29
| -0.2% | -$3.49K | 0.22% | 76 |
|
|
2014
Q2 | $1.83M | Sell |
15,260
-60
| -0.4% | -$7.04K | 0.22% | 76 |
|
|
2014
Q1 | $1.74M | Buy |
15,320
+222
| +1% | +$24.7K | 0.23% | 75 |
|
|
2013
Q4 | $1.77M | Sell |
15,098
-371
| -2% | -$39.5K | 0.24% | 72 |
|
|
2013
Q3 | $1.54M | Hold |
15,469
| – | – | 0.21% | 74 |
|
|
2013
Q2 | $1.41M | Buy |
+15,469
| New | +$1.4M | 0.21% | 78 |
|
Other funds holding MMM
VCM
VPM
