Merriman Wealth Management’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $357K | Buy |
2,767
+5
| +0.2% | +$656 | 0.01% | 154 |
|
|
2024
Q3 | $378K | Buy |
2,762
+30
| +1% | +$3.67K | 0.02% | 157 |
|
|
2024
Q2 | $279K | Sell |
2,732
-528
| -16% | -$51.5K | 0.01% | 177 |
|
|
2024
Q1 | $289K | Hold |
3,260
| – | – | 0.01% | 168 |
|
|
2023
Q4 | $298K | Sell |
3,260
-91
| -3% | -$7.3K | 0.01% | 158 |
|
|
2023
Q3 | $262K | Sell |
3,351
-9
| -0.3% | -$773 | 0.01% | 158 |
|
|
2023
Q2 | $281K | Hold |
3,360
| – | – | 0.01% | 180 |
|
|
2023
Q1 | $295K | Sell |
3,360
-6
| -0.2% | -$566 | 0.02% | 162 |
|
|
2022
Q4 | $337K | Buy |
3,366
+1,053
| +46% | +$107K | 0.02% | 161 |
|
|
2022
Q3 | $214K | Sell |
2,313
-56
| -2% | -$6.14K | 0.01% | 162 |
|
|
2022
Q2 | $256K | Sell |
2,369
-208
| -8% | -$25.1K | 0.02% | 143 |
|
|
2022
Q1 | $321K | Sell |
2,577
-6
| -0.2% | -$798 | 0.03% | 155 |
|
|
2021
Q4 | $384K | Buy |
2,583
+12
| +0.5% | +$1.79K | 0.03% | 158 |
|
|
2021
Q3 | $377K | Buy |
2,571
+135
| +6% | +$21.9K | 0.03% | 154 |
|
|
2021
Q2 | $405K | Buy |
2,436
+128
| +6% | +$21.4K | 0.03% | 169 |
|
|
2021
Q1 | $372K | Buy |
2,308
+246
| +12% | +$36.8K | 0.04% | 146 |
|
|
2020
Q4 | $302K | Buy |
2,062
+18
| +0.9% | +$2.56K | 0.03% | 168 |
|
|
2020
Q3 | $274K | Sell |
2,044
-115
| -5% | -$15.5K | 0.04% | 139 |
|
|
2020
Q2 | $282K | Buy |
+2,159
| New | +$272K | 0.04% | 138 |
|
|
2020
Q1 | – | Sell |
-2,398
| Closed | -$354K | – | 184 |
|
|
2019
Q4 | $354K | Buy |
2,398
+556
| +30% | +$77.9K | 0.07% | 142 |
|
|
2019
Q3 | $253K | Buy |
1,842
+5
| +0.3% | +$699 | 0.05% | 151 |
|
|
2019
Q2 | $2.68K | Sell |
1,837
-23
| -1% | -$3.54K | 0.05% | 157 |
|
|
2019
Q1 | $323K | Sell |
1,860
-60
| -3% | -$10.1K | 0.06% | 159 |
|
|
2018
Q4 | $307K | Sell |
1,920
-177
| -8% | -$29.4K | 0.07% | 121 |
|
|
2018
Q3 | $369K | Buy |
2,097
+60
| +3% | +$10.3K | 0.08% | 125 |
|
|
2018
Q2 | $335K | Sell |
2,037
-52
| -2% | -$8.87K | 0.08% | 130 |
|
|
2018
Q1 | $383K | Buy |
2,089
+108
| +5% | +$21.4K | 0.1% | 139 |
|
|
2017
Q4 | $390K | Buy |
1,981
+118
| +6% | +$22.7K | 0.1% | 131 |
|
|
2017
Q3 | $327K | Buy |
+1,863
| New | +$323K | 0.08% | 124 |
|
|
2015
Q2 | – | Sell |
-1,485
| Closed | -$207K | – | 39 |
|
|
2015
Q1 | $207K | Buy |
+1,485
| New | +$205K | 0.21% | 43 |
|
Other funds holding MMM
Merriman Wealth Management's MMM Position: Q4 2024 in Review
Merriman Wealth Management increased its 3M (MMM) stake by 0.18% in Q4 2024, buying an estimated $656 and bringing the position to 2,767 shares worth $357K. The position accounts for 0.01% of the portfolio, ranked #154.
Merriman Wealth Management first reported a position in MMM in Q1 2015 and has held it in 30 quarters since. The position peaked at $405K in Q2 2021. 2,134 funds tracked by Wall St. Rank hold MMM as of Q4 2024.
- Merriman Wealth Management held 2,767 shares of 3M worth $357K as of Q4 2024.
- Merriman Wealth Management bought 5 3M shares in Q4 2024, an estimated $656.
- 3M made up 0.01% of Merriman Wealth Management's portfolio in Q4 2024, its #154 holding.
- Merriman Wealth Management first reported a position in 3M in Q1 2015 and has held it in 30 quarters since.
- Merriman Wealth Management's 3M position peaked at $405K in Q2 2021.
- 2,134 funds tracked by Wall St. Rank held 3M as of Q4 2024.
Based on Merriman Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.