Level Four Advisory Services’s 3M MMM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $616K | Sell |
4,044
-1,669
| -29% | -$254K | 0.02% | 476 |
|
2025
Q1 | $839K | Sell |
5,713
-204
| -3% | -$30K | 0.03% | 392 |
|
2024
Q4 | $764K | Sell |
5,917
-302
| -5% | -$39K | 0.03% | 407 |
|
2024
Q3 | $799K | Sell |
6,219
-1,285
| -17% | -$165K | 0.03% | 409 |
|
2024
Q2 | $767K | Sell |
7,504
-1,838
| -20% | -$188K | 0.03% | 398 |
|
2024
Q1 | $854K | Hold |
9,342
| – | – | 0.05% | 332 |
|
2023
Q4 | $854K | Buy |
9,342
+1,554
| +20% | +$142K | 0.05% | 327 |
|
2023
Q3 | $610K | Sell |
7,788
-1,440
| -16% | -$113K | 0.04% | 390 |
|
2023
Q2 | $772K | Sell |
9,228
-17
| -0.2% | -$1.42K | 0.05% | 349 |
|
2023
Q1 | $812K | Sell |
9,245
-18
| -0.2% | -$1.58K | 0.05% | 321 |
|
2022
Q4 | $929K | Buy |
9,263
+4,076
| +79% | +$409K | 0.07% | 259 |
|
2022
Q3 | $479K | Buy |
5,187
+80
| +2% | +$7.39K | 0.05% | 316 |
|
2022
Q2 | $553K | Sell |
5,107
-525
| -9% | -$56.8K | 0.05% | 315 |
|
2022
Q1 | $701K | Sell |
5,632
-4,196
| -43% | -$522K | 0.05% | 312 |
|
2021
Q4 | $1.46M | Buy |
9,828
+1,800
| +22% | +$267K | 0.11% | 194 |
|
2021
Q3 | $1.18M | Sell |
8,028
-3,376
| -30% | -$495K | 0.12% | 172 |
|
2021
Q2 | $1.89M | Buy |
11,404
+3,294
| +41% | +$547K | 0.13% | 176 |
|
2021
Q1 | $1.31M | Sell |
8,110
-2,341
| -22% | -$377K | 0.1% | 218 |
|
2020
Q4 | $1.53M | Buy |
10,451
+303
| +3% | +$44.3K | 0.12% | 179 |
|
2020
Q3 | $1.36M | Sell |
10,148
-178
| -2% | -$23.8K | 0.1% | 196 |
|
2020
Q2 | $1.35M | Buy |
10,326
+4,750
| +85% | +$619K | 0.1% | 205 |
|
2020
Q1 | $637K | Sell |
5,576
-1,736
| -24% | -$198K | 0.08% | 272 |
|
2019
Q4 | $1.08M | Buy |
7,312
+1,766
| +32% | +$260K | 0.04% | 269 |
|
2019
Q3 | $762K | Buy |
5,546
+450
| +9% | +$61.8K | 0.08% | 248 |
|
2019
Q2 | $739K | Buy |
5,096
+246
| +5% | +$35.7K | 0.07% | 249 |
|
2019
Q1 | $842K | Sell |
4,850
-396
| -8% | -$68.7K | 0.09% | 217 |
|
2018
Q4 | $836K | Buy |
5,246
+91
| +2% | +$14.5K | 0.1% | 201 |
|
2018
Q3 | $908K | Sell |
5,155
-3
| -0.1% | -$528 | 0.1% | 212 |
|
2018
Q2 | $849K | Buy |
5,158
+507
| +11% | +$83.5K | 0.06% | 267 |
|
2018
Q1 | $854K | Buy |
4,651
+93
| +2% | +$17.1K | 0.07% | 259 |
|
2017
Q4 | $897K | Sell |
4,558
-1,064
| -19% | -$209K | 0.07% | 253 |
|
2017
Q3 | $987K | Buy |
5,622
+782
| +16% | +$137K | 0.09% | 219 |
|
2017
Q2 | $770K | Sell |
4,840
-22
| -0.5% | -$3.5K | 0.12% | 184 |
|
2017
Q1 | $773K | Buy |
4,862
+1,870
| +63% | +$297K | 0.08% | 251 |
|
2016
Q4 | $447K | Buy |
+2,992
| New | +$447K | 0.06% | 295 |
|