Mark Sheptoff Financial Planning’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $135K | Sell |
888
-7,075
| -89% | -$1.08M | 0.07% | 107 |
|
|
2025
Q1 | $1.17M | Hold |
7,963
| – | – | 0.64% | 30 |
|
|
2024
Q4 | $1.03M | Sell |
7,963
-100
| -1% | -$12.9K | 0.55% | 36 |
|
|
2024
Q3 | $1.1M | Buy |
8,063
+25
| +0.3% | +$3.42K | 0.59% | 34 |
|
|
2024
Q2 | $821K | Buy |
8,038
+6,677
| +491% | +$682K | 0.46% | 43 |
|
|
2024
Q1 | $121K | Hold |
1,361
| – | – | 0.07% | 120 |
|
|
2023
Q4 | $124K | Hold |
1,361
| – | – | 0.08% | 113 |
|
|
2023
Q3 | $107K | Hold |
1,361
| – | – | 0.07% | 109 |
|
|
2023
Q2 | $114K | Sell |
1,361
-359
| -21% | -$30K | 0.07% | 112 |
|
|
2023
Q1 | $151K | Sell |
1,720
-239
| -12% | -$21K | 0.09% | 102 |
|
|
2022
Q4 | $196K | Hold |
1,959
| – | – | 0.12% | 91 |
|
|
2022
Q3 | $181K | Sell |
1,959
-1,799
| -48% | -$166K | 0.11% | 90 |
|
|
2022
Q2 | $407K | Hold |
3,758
| – | – | 0.23% | 67 |
|
|
2022
Q1 | $468K | Hold |
3,758
| – | – | 0.24% | 67 |
|
|
2021
Q4 | $558K | Sell |
3,758
-117
| -3% | -$17.4K | 0.27% | 62 |
|
|
2021
Q3 | $568K | Buy |
3,875
+1
| +0% | +$147 | 0.31% | 58 |
|
|
2021
Q2 | $643K | Buy |
3,874
+1
| +0% | +$166 | 0.34% | 54 |
|
|
2021
Q1 | $624K | Buy |
3,873
+120
| +3% | +$19.3K | 0.36% | 54 |
|
|
2020
Q4 | $548K | Hold |
3,753
| – | – | 0.31% | 58 |
|
|
2020
Q3 | $503K | Hold |
3,753
| – | – | 0.31% | 53 |
|
|
2020
Q2 | $489K | Sell |
3,753
-359
| -9% | -$46.8K | 0.32% | 50 |
|
|
2020
Q1 | $469K | Hold |
4,112
| – | – | 0.35% | 48 |
|
|
2019
Q4 | $607K | Hold |
4,112
| – | – | 0.38% | 49 |
|
|
2019
Q3 | $565K | Hold |
4,112
| – | – | 0.38% | 49 |
|
|
2019
Q2 | $596K | Hold |
4,112
| – | – | 0.41% | 48 |
|
|
2019
Q1 | $714K | Sell |
4,112
-239
| -5% | -$41.5K | 0.51% | 40 |
|
|
2018
Q4 | $693K | Sell |
4,351
-2,752
| -39% | -$438K | 0.58% | 38 |
|
|
2018
Q3 | $1.25M | Buy |
7,103
+207
| +3% | +$36.5K | 0.86% | 32 |
|
|
2018
Q2 | $1.13M | Hold |
6,896
| – | – | 0.84% | 32 |
|
|
2018
Q1 | $1.27M | Hold |
6,896
| – | – | 0.88% | 30 |
|
|
2017
Q4 | $1.36M | Sell |
6,896
-120
| -2% | -$23.6K | 0.88% | 31 |
|
|
2017
Q3 | $1.23M | Hold |
7,016
| – | – | 0.83% | 36 |
|
|
2017
Q2 | $1.22M | Buy |
7,016
+418
| +6% | +$72.7K | 0.84% | 34 |
|
|
2017
Q1 | $1.06M | Buy |
6,598
+1
| +0% | +$160 | 0.75% | 38 |
|
|
2016
Q4 | $985K | Hold |
6,597
| – | – | 0.73% | 40 |
|
|
2016
Q3 | $972K | Buy |
6,597
+299
| +5% | +$44.1K | 0.72% | 39 |
|
|
2016
Q2 | $922K | Buy |
6,298
+597
| +10% | +$87.4K | 0.69% | 39 |
|
|
2016
Q1 | $794K | Sell |
5,701
-1,137
| -17% | -$158K | 0.65% | 41 |
|
|
2015
Q4 | $861K | Sell |
6,838
-226
| -3% | -$28.5K | 0.7% | 37 |
|
|
2015
Q3 | $837K | Buy |
7,064
+137
| +2% | +$16.2K | 0.73% | 36 |
|
|
2015
Q2 | $894K | Hold |
6,927
| – | – | 0.72% | 41 |
|
|
2015
Q1 | $955K | Buy |
6,927
+478
| +7% | +$65.9K | 0.8% | 35 |
|
|
2014
Q4 | $886K | Buy |
6,449
+718
| +13% | +$98.6K | 0.78% | 38 |
|
|
2014
Q3 | $679K | Hold |
5,731
| – | – | 0.6% | 48 |
|
|
2014
Q2 | $686K | Sell |
5,731
-239
| -4% | -$28.6K | 0.59% | 52 |
|
|
2014
Q1 | $677K | Buy |
+5,970
| New | +$677K | 0.6% | 49 |
|