Legacy Private Trust’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 | $1.89M | Sell |
13,016
-2,507
| -16% | -$399K | 0.12% | 120 |
|
|
2025
Q4 | $2.49M | Sell |
15,523
-516
| -3% | -$84.4K | 0.15% | 108 |
|
|
2025
Q3 | $2.49M | Buy |
16,039
+478
| +3% | +$73.7K | 0.15% | 102 |
|
|
2025
Q2 | $2.37M | Buy |
15,561
+803
| +5% | +$115K | 0.15% | 100 |
|
|
2025
Q1 | $2.17M | Buy |
14,758
+11,680
| +379% | +$1.72M | 0.15% | 108 |
|
|
2024
Q4 | $397K | Buy |
3,078
+33
| +1% | +$4.33K | 0.03% | 195 |
|
|
2024
Q3 | $416K | Sell |
3,045
-320
| -10% | -$39.2K | 0.03% | 190 |
|
|
2024
Q2 | $344K | Sell |
3,365
-1,328
| -28% | -$129K | 0.02% | 192 |
|
|
2024
Q1 | $416K | Sell |
4,693
-456
| -9% | -$37.8K | 0.03% | 188 |
|
|
2023
Q4 | $471K | Sell |
5,149
-418
| -8% | -$33.5K | 0.04% | 175 |
|
|
2023
Q3 | $436K | Sell |
5,567
-120
| -2% | -$10.3K | 0.04% | 189 |
|
|
2023
Q2 | $476K | Sell |
5,687
-538
| -9% | -$45.7K | 0.04% | 178 |
|
|
2023
Q1 | $547K | Sell |
6,225
-120
| -2% | -$11.3K | 0.05% | 164 |
|
|
2022
Q4 | $636K | Sell |
6,345
-119
| -2% | -$12.1K | 0.06% | 161 |
|
|
2022
Q3 | $598K | Sell |
6,464
-616
| -9% | -$67.6K | 0.06% | 155 |
|
|
2022
Q2 | $766K | Hold |
7,080
| – | – | 0.07% | 144 |
|
|
2022
Q1 | $881K | Hold |
7,080
| – | – | 0.07% | 155 |
|
|
2021
Q4 | $1.05M | Buy |
7,080
+161
| +2% | +$24K | 0.08% | 146 |
|
|
2021
Q3 | $1.01M | Hold |
6,919
| – | – | 0.08% | 141 |
|
|
2021
Q2 | $1.15M | Sell |
6,919
-52
| -0.7% | -$8.68K | 0.1% | 137 |
|
|
2021
Q1 | $1.12M | Buy |
6,971
+418
| +6% | +$62.6K | 0.1% | 132 |
|
|
2020
Q4 | $958K | Hold |
6,553
| – | – | 0.09% | 131 |
|
|
2020
Q3 | $878K | Hold |
6,553
| – | – | 0.09% | 135 |
|
|
2020
Q2 | $855K | Sell |
6,553
-39
| -0.6% | -$4.91K | 0.09% | 130 |
|
|
2020
Q1 | $752K | Sell |
6,592
-207
| -3% | -$27.2K | 0.1% | 132 |
|
|
2019
Q4 | $1M | Sell |
6,799
-244
| -3% | -$34.2K | 0.1% | 141 |
|
|
2019
Q3 | $968K | Sell |
7,043
-21
| -0.3% | -$2.94K | 0.11% | 140 |
|
|
2019
Q2 | $1.02M | Buy |
7,064
+2,685
| +61% | +$413K | 0.12% | 137 |
|
|
2019
Q1 | $761K | Buy |
4,379
+39
| +0.9% | +$6.57K | 0.09% | 145 |
|
|
2018
Q4 | $692K | Hold |
4,340
| – | – | 0.09% | 147 |
|
|
2018
Q3 | $765K | Buy |
4,340
+1
| +0% | +$172 | 0.09% | 144 |
|
|
2018
Q2 | $714K | Sell |
4,339
-179
| -4% | -$30.5K | 0.09% | 152 |
|
|
2018
Q1 | $829K | Sell |
4,518
-18
| -0.4% | -$3.57K | 0.1% | 147 |
|
|
2017
Q4 | $893K | Sell |
4,536
-6
| -0.1% | -$1.15K | 0.1% | 142 |
|
|
2017
Q3 | $797K | Hold |
4,542
| – | – | 0.1% | 149 |
|
|
2017
Q2 | $791K | Sell |
4,542
-60
| -1% | -$10K | 0.1% | 147 |
|
|
2017
Q1 | $736K | Sell |
4,602
-68
| -1% | -$10.4K | 0.09% | 160 |
|
|
2016
Q4 | $697K | Sell |
4,670
-377
| -7% | -$54.4K | 0.09% | 162 |
|
|
2016
Q3 | $744K | Sell |
5,047
-431
| -8% | -$64.3K | 0.1% | 155 |
|
|
2016
Q2 | $803K | Sell |
5,478
-239
| -4% | -$33.7K | 0.12% | 145 |
|
|
2016
Q1 | $797K | Hold |
5,717
| – | – | 0.12% | 150 |
|
|
2015
Q4 | $720K | Buy |
5,717
+479
| +9% | +$61.6K | 0.11% | 153 |
|
|
2015
Q3 | $621K | Sell |
5,238
-18
| -0.3% | -$2.21K | 0.1% | 160 |
|
|
2015
Q2 | $678K | Hold |
5,256
| – | – | 0.1% | 167 |
|
|
2015
Q1 | $724K | Hold |
5,256
| – | – | 0.11% | 170 |
|
|
2014
Q4 | $722K | Sell |
5,256
-633
| -11% | -$81.3K | 0.11% | 170 |
|
|
2014
Q3 | $698K | Sell |
5,889
-479
| -8% | -$57.6K | 0.11% | 169 |
|
|
2014
Q2 | $762K | Buy |
6,368
+4,507
| +242% | +$529K | 0.12% | 158 |
|
|
2014
Q1 | $211K | Buy |
1,861
+66
| +4% | +$7.33K | 0.04% | 201 |
|
|
2013
Q4 | $210K | Buy |
+1,795
| New | +$191K | 0.04% | 190 |
|
Other funds holding MMM
VCM
VPM
