Marcus Capital’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $1.3M | Buy |
7,385
+927
| +14% | +$163K | 3.79% | 9 |
|
|
2018
Q2 | $1.06M | Buy |
6,458
+1,333
| +26% | +$219K | 3.37% | 9 |
|
|
2018
Q1 | $941K | Buy |
5,125
+658
| +15% | +$121K | 3.46% | 9 |
|
|
2017
Q4 | $879K | Sell |
4,467
-2,571
| -37% | -$506K | 3.36% | 11 |
|
|
2017
Q3 | $1.24M | Sell |
7,038
-2,990
| -30% | -$525K | 1.75% | 27 |
|
|
2017
Q2 | $1.75M | Sell |
10,028
-30
| -0.3% | -$5.22K | 1.49% | 35 |
|
|
2017
Q1 | $1.61M | Buy |
10,058
+1,315
| +15% | +$210K | 1.5% | 31 |
|
|
2016
Q4 | $1.31M | Hold |
8,743
| – | – | 1.41% | 33 |
|
|
2016
Q3 | $1.29M | Hold |
8,743
| – | – | 1.24% | 37 |
|
|
2016
Q2 | $1.28M | Hold |
8,743
| – | – | 1.35% | 35 |
|
|
2016
Q1 | $1.22M | Hold |
8,743
| – | – | 1.34% | 36 |
|
|
2015
Q4 | $1.1M | Buy |
+8,743
| New | +$1.1M | 1.17% | 34 |
|