MJP
Michael J. Puzo’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-3,008
| Closed | -$535K | – | 83 |
|
|
2021
Q4 | $535K | Sell |
3,008
-1,615
| -35% | -$287K | 0.15% | 62 |
|
|
2021
Q3 | $811K | Sell |
4,623
-5,467
| -54% | -$959K | 0.26% | 49 |
|
|
2021
Q2 | $2.01M | Sell |
10,090
-9,819
| -49% | -$1.95M | 0.62% | 40 |
|
|
2021
Q1 | $3.84M | Sell |
19,909
-7,516
| -27% | -$1.45M | 1.22% | 34 |
|
|
2020
Q4 | $4.79M | Sell |
27,425
-1,280
| -4% | -$224K | 1.56% | 28 |
|
|
2020
Q3 | $4.6M | Sell |
28,705
-590
| -2% | -$94.5K | 1.64% | 27 |
|
|
2020
Q2 | $4.57M | Sell |
29,295
-747
| -2% | -$117K | 1.71% | 25 |
|
|
2020
Q1 | $4.1M | Sell |
30,042
-7,301
| -20% | -$997K | 1.8% | 25 |
|
|
2019
Q4 | $6.59M | Sell |
37,343
-560
| -1% | -$98.8K | 2.36% | 18 |
|
|
2019
Q3 | $6.23M | Sell |
37,903
-5,481
| -13% | -$901K | 2.35% | 19 |
|
|
2019
Q2 | $7.52M | Sell |
43,384
-575
| -1% | -$99.7K | 2.79% | 16 |
|
|
2019
Q1 | $9.13M | Buy |
43,959
+205
| +0.5% | +$42.6K | 3.56% | 7 |
|
|
2018
Q4 | $8.34M | Sell |
43,754
-132
| -0.3% | -$25.2K | 3.7% | 5 |
|
|
2018
Q3 | $9.25M | Buy |
43,886
+2,706
| +7% | +$570K | 3.49% | 6 |
|
|
2018
Q2 | $8.1M | Buy |
41,180
+1,297
| +3% | +$255K | 3.43% | 9 |
|
|
2018
Q1 | $8.76M | Sell |
39,883
-2,959
| -7% | -$650K | 3.73% | 5 |
|
|
2017
Q4 | $10.1M | Buy |
42,842
+5,279
| +14% | +$1.24M | 4.16% | 2 |
|
|
2017
Q3 | $7.88M | Sell |
37,563
-1,301
| -3% | -$273K | 4.1% | 2 |
|
|
2017
Q2 | $8.09M | Sell |
38,864
-2,205
| -5% | -$459K | 4.37% | 2 |
|
|
2017
Q1 | $7.86M | Sell |
41,069
-2,174
| -5% | -$416K | 4.37% | 2 |
|
|
2016
Q4 | $7.72M | Sell |
43,243
-500
| -1% | -$89.3K | 4.47% | 2 |
|
|
2016
Q3 | $7.71M | Buy |
43,743
+5,116
| +13% | +$901K | 4.44% | 2 |
|
|
2016
Q2 | $6.77M | Sell |
38,627
-725
| -2% | -$127K | 4.46% | 2 |
|
|
2016
Q1 | $6.56M | Buy |
39,352
+1,675
| +4% | +$279K | 4.35% | 2 |
|
|
2015
Q4 | $5.68M | Buy |
37,677
+1,045
| +3% | +$157K | 3.96% | 3 |
|
|
2015
Q3 | $5.2M | Sell |
36,632
-100
| -0.3% | -$14.2K | 3.69% | 5 |
|
|
2015
Q2 | $5.67M | Sell |
36,732
-445
| -1% | -$68.7K | 3.65% | 4 |
|
|
2015
Q1 | $6.13M | Sell |
37,177
-707
| -2% | -$117K | 3.92% | 3 |
|
|
2014
Q4 | $6.23M | Sell |
37,884
-526
| -1% | -$86.4K | 4.09% | 3 |
|
|
2014
Q3 | $5.44M | Sell |
38,410
-815
| -2% | -$115K | 3.73% | 4 |
|
|
2014
Q2 | $5.62M | Sell |
39,225
-802
| -2% | -$115K | 3.9% | 3 |
|
|
2014
Q1 | $5.43M | Sell |
40,027
-1,024
| -2% | -$139K | 3.91% | 3 |
|
|
2013
Q4 | $5.76M | Buy |
41,051
+965
| +2% | +$135K | 4.2% | 3 |
|
|
2013
Q3 | $4.79M | Sell |
40,086
-470
| -1% | -$56.1K | 4% | 3 |
|
|
2013
Q2 | $4.43M | Buy |
+40,556
| New | +$4.43M | 3.89% | 4 |
|