Mather Group’s 3M MMM Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$2.01M	Buy	13,180 +437	+3%	+$66.5K	0.02%	191
2025 Q1	$1.87M	Buy	12,743 +11,506	+930%	+$1.69M	0.02%	185
2024 Q4	$160K	Sell	1,237 -165	-12%	-$21.3K	﹤0.01%	633
2024 Q3	$192K	Sell	1,402 -3,633	-72%	-$497K	﹤0.01%	588
2024 Q2	$534K	Sell	5,035 -120,510	-96%	-$12.8M	0.01%	402
2024 Q1	$13.7M	Sell	125,545 -1,788	-1%	-$195K	0.22%	51
2023 Q4	$13.9M	Buy	127,333 +6,021	+5%	+$658K	0.22%	50
2023 Q3	$11.4M	Buy	121,312 +5,697	+5%	+$533K	0.2%	57
2023 Q2	$11.6M	Buy	115,615 +7,877	+7%	+$788K	0.18%	62
2023 Q1	$11.3M	Buy	107,738 +5,999	+6%	+$631K	0.2%	57
2022 Q4	$12.2M	Buy	101,739 +10,196	+11%	+$1.22M	0.23%	49
2022 Q3	$10.1M	Buy	91,543 +5,822	+7%	+$643K	0.22%	52
2022 Q2	$11.1M	Buy	85,721 +7,345	+9%	+$951K	0.25%	50
2022 Q1	$11.7M	Buy	78,376 +13,667	+21%	+$2.03M	0.23%	44
2021 Q4	$11.5M	Buy	64,709 +5,217	+9%	+$927K	0.23%	46
2021 Q3	$10.4M	Buy	59,492 +1,579	+3%	+$277K	0.25%	39
2021 Q2	$11.5M	Buy	57,913 +1,998	+4%	+$397K	0.29%	31
2021 Q1	$10.8M	Buy	55,915 +6,322	+13%	+$1.22M	0.3%	30
2020 Q4	$8.67M	Buy	49,593 +2,756	+6%	+$482K	0.28%	33
2020 Q3	$7.5M	Buy	46,837 +2,394	+5%	+$383K	0.29%	33
2020 Q2	$6.93M	Buy	44,443 +6,580	+17%	+$1.03M	0.32%	30
2020 Q1	$5.17M	Buy	37,863 +5,982	+19%	+$817K	0.36%	33
2019 Q4	$5.62M	Buy	31,881 +4,187	+15%	+$739K	0.35%	31
2019 Q3	$4.55M	Buy	27,694 +5,082	+22%	+$836K	0.33%	38
2019 Q2	$3.92M	Buy	22,612 +3,482	+18%	+$604K	0.32%	38
2019 Q1	$3.98M	Buy	+19,130	New	+$3.98M	0.33%	34