Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$5.37K Sell
37
-625
-94% -$99.5K ﹤0.01% 552
2025
Q4
$106K Buy
+662
New +$108K 0.04% 177
2023
Q4
Sell
-6,511
Closed -$510K 258
2023
Q3
$510K Buy
+6,511
New +$559K 0.17% 124
2022
Q2
Sell
-881
Closed -$110K 370
2022
Q1
$110K Sell
881
-493
-36% -$65.6K 0.05% 153
2021
Q4
$204K Buy
1,374
+110
+9% +$16.4K 0.09% 82
2021
Q3
$185K Sell
1,264
-19
-1% -$3.08K 0.1% 82
2021
Q2
$213K Buy
1,283
+3
+0.2% +$501 0.11% 75
2021
Q1
$206K Buy
1,280
+137
+12% +$20.5K 0.11% 61
2020
Q4
$167K Sell
1,143
-18
-2% -$2.56K 0.09% 63
2020
Q3
$156K Sell
1,161
-33
-3% -$4.44K 0.09% 61
2020
Q2
$156K Buy
1,194
+390
+49% +$49.1K 0.1% 66
2020
Q1
$92K Buy
804
+22
+3% +$2.89K 0.07% 76
2019
Q4
$115K Buy
+782
New +$110K 0.1% 88

Other funds holding MMM