Mayfair Advisory Group’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,877
| Closed | -$299K | – | 161 |
|
|
2024
Q2 | $299K | Sell |
2,877
-2,510
| -47% | -$261K | 0.2% | 96 |
|
|
2024
Q1 | $478K | Buy |
5,387
+440
| +9% | +$39K | 0.35% | 62 |
|
|
2023
Q4 | $455K | Sell |
4,947
-191
| -4% | -$17.6K | 0.39% | 58 |
|
|
2023
Q3 | $389K | Buy |
5,138
+744
| +17% | +$56.4K | 0.38% | 58 |
|
|
2023
Q2 | $357K | Buy |
4,394
+509
| +13% | +$41.4K | 0.36% | 66 |
|
|
2023
Q1 | $344K | Buy |
3,885
+1,320
| +51% | +$117K | 0.37% | 66 |
|
|
2022
Q4 | $272K | Buy |
2,565
+1
| +0% | +$106 | 0.35% | 83 |
|
|
2022
Q3 | $243K | Sell |
2,564
-183
| -7% | -$17.3K | 0.34% | 87 |
|
|
2022
Q2 | $329K | Buy |
2,747
+703
| +34% | +$84.2K | 0.43% | 68 |
|
|
2022
Q1 | $256K | Buy |
2,044
+512
| +33% | +$64.1K | 0.33% | 79 |
|
|
2021
Q4 | $230K | Sell |
1,532
-32
| -2% | -$4.8K | 0.3% | 85 |
|
|
2021
Q3 | $230K | Sell |
1,564
-58
| -4% | -$8.53K | 0.35% | 83 |
|
|
2021
Q2 | $269K | Buy |
+1,622
| New | +$269K | 0.43% | 66 |
|
|
2021
Q1 | – | Sell |
-1,618
| Closed | -$237K | – | 94 |
|
|
2020
Q4 | $237K | Buy |
1,618
+1
| +0.1% | +$146 | 0.46% | 66 |
|
|
2020
Q3 | $217K | Sell |
1,617
-321
| -17% | -$43.1K | 0.56% | 53 |
|
|
2020
Q2 | $253K | Buy |
1,938
+59
| +3% | +$7.7K | 0.82% | 29 |
|
|
2020
Q1 | $215K | Buy |
1,879
+97
| +5% | +$11.1K | 0.98% | 28 |
|
|
2019
Q4 | $263K | Buy |
+1,782
| New | +$263K | 0.81% | 31 |
|