McDonald Partners’s 3M MMM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-6,402
| Closed | -$563K | – | 245 |
|
2023
Q1 | $563K | Sell |
6,402
-7,289
| -53% | -$641K | 0.18% | 139 |
|
2022
Q4 | $1.37M | Sell |
13,691
-752
| -5% | -$75.4K | 0.47% | 66 |
|
2022
Q3 | $1.33M | Sell |
14,443
-2,320
| -14% | -$214K | 0.51% | 55 |
|
2022
Q2 | $1.81M | Buy |
16,763
+2,690
| +19% | +$291K | 0.46% | 57 |
|
2022
Q1 | $1.75M | Buy |
14,073
+14,060
| +108,154% | +$1.75M | 0.38% | 74 |
|
2021
Q4 | $1.95K | Sell |
13
-13,687
| -100% | -$2.06M | ﹤0.01% | 352 |
|
2021
Q3 | $2.01M | Buy |
13,700
+652
| +5% | +$95.6K | 0.47% | 58 |
|
2021
Q2 | $2.17M | Buy |
13,048
+18
| +0.1% | +$2.99K | 0.51% | 52 |
|
2021
Q1 | $2.1M | Sell |
13,030
-156
| -1% | -$25.1K | 0.54% | 52 |
|
2020
Q4 | $1.93M | Buy |
+13,186
| New | +$1.93M | 0.54% | 56 |
|