Modera 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.6M | Sell |
10,990
-403
| -4% | -$64.2K | 0.02% | 277 |
|
|
2025
Q4 | $1.82M | Buy |
11,393
+3,313
| +41% | +$542K | 0.02% | 274 |
|
|
2025
Q3 | $1.25M | Buy |
8,080
+15
| +0.2% | +$2.31K | 0.01% | 310 |
|
|
2025
Q2 | $1.23M | Sell |
8,065
-1,013
| -11% | -$145K | 0.02% | 306 |
|
|
2025
Q1 | $1.33M | Sell |
9,078
-346
| -4% | -$50.8K | 0.02% | 291 |
|
|
2024
Q4 | $1.22M | Buy |
9,424
+593
| +7% | +$77.8K | 0.01% | 300 |
|
|
2024
Q3 | $1.21M | Sell |
8,831
-136
| -2% | -$16.6K | 0.02% | 285 |
|
|
2024
Q2 | $916K | Sell |
8,967
-1,325
| -13% | -$129K | 0.01% | 304 |
|
|
2024
Q1 | $913K | Buy |
10,292
+228
| +2% | +$18.9K | 0.01% | 308 |
|
|
2023
Q4 | $920K | Sell |
10,064
-18,421
| -65% | -$1.48M | 0.02% | 298 |
|
|
2023
Q3 | $2.23M | Sell |
28,485
-5,276
| -16% | -$453K | 0.04% | 206 |
|
|
2023
Q2 | $2.83M | Buy |
33,761
+24,087
| +249% | +$2.05M | 0.05% | 195 |
|
|
2023
Q1 | $850K | Sell |
9,674
-1,132
| -10% | -$107K | 0.03% | 171 |
|
|
2022
Q4 | $1.08M | Sell |
10,806
-168
| -2% | -$17.1K | 0.04% | 144 |
|
|
2022
Q3 | $1.01M | Sell |
10,974
-2,535
| -19% | -$278K | 0.05% | 134 |
|
|
2022
Q2 | $1.46M | Buy |
13,509
+36
| +0.3% | +$4.35K | 0.07% | 115 |
|
|
2022
Q1 | $1.68M | Sell |
13,473
-7,126
| -35% | -$948K | 0.07% | 112 |
|
|
2021
Q4 | $3.06M | Buy |
20,599
+10,846
| +111% | +$1.62M | 0.12% | 87 |
|
|
2021
Q3 | $1.43M | Buy |
9,753
+68
| +0.7% | +$11K | 0.07% | 87 |
|
|
2021
Q2 | $1.61M | Sell |
9,685
-718
| -7% | -$120K | 0.09% | 78 |
|
|
2021
Q1 | $1.68M | Sell |
10,403
-1,430
| -12% | -$214K | 0.11% | 69 |
|
|
2020
Q4 | $1.73M | Sell |
11,833
-2,841
| -19% | -$403K | 0.14% | 67 |
|
|
2020
Q3 | $1.97M | Sell |
14,674
-1,245
| -8% | -$167K | 0.29% | 33 |
|
|
2020
Q2 | $2.08M | Sell |
15,919
-674
| -4% | -$84.9K | 0.33% | 32 |
|
|
2020
Q1 | $1.89M | Buy |
16,593
+31
| +0.2% | +$4.08K | 0.4% | 33 |
|
|
2019
Q4 | $2.44M | Sell |
16,562
-532
| -3% | -$74.5K | 0.38% | 25 |
|
|
2019
Q3 | $2.35M | Sell |
17,094
-41
| -0.2% | -$5.73K | 0.39% | 25 |
|
|
2019
Q2 | $2.48M | Buy |
17,135
+605
| +4% | +$93.1K | 0.45% | 26 |
|
|
2019
Q1 | $2.87M | Buy |
16,530
+111
| +0.7% | +$18.7K | 0.54% | 25 |
|
|
2018
Q4 | $2.62M | Sell |
16,419
-109
| -0.7% | -$18.1K | 0.52% | 27 |
|
|
2018
Q3 | $2.91M | Sell |
16,528
-918
| -5% | -$158K | 0.59% | 23 |
|
|
2018
Q2 | $2.87M | Buy |
17,446
+103
| +0.6% | +$17.6K | 0.6% | 21 |
|
|
2018
Q1 | $3.18M | Buy |
17,343
+46
| +0.3% | +$9.12K | 0.66% | 18 |
|
|
2017
Q4 | $3.4M | Buy |
17,297
+63
| +0.4% | +$12.1K | 0.73% | 18 |
|
|
2017
Q3 | $3.02M | Sell |
17,234
-731
| -4% | -$127K | 0.68% | 17 |
|
|
2017
Q2 | $3.13M | Buy |
17,965
+517
| +3% | +$86.5K | 0.76% | 14 |
|
|
2017
Q1 | $2.79M | Buy |
17,448
+6,102
| +54% | +$936K | 0.7% | 15 |
|
|
2016
Q4 | $1.69M | Sell |
11,346
-297
| -3% | -$42.9K | 0.57% | 19 |
|
|
2016
Q3 | $1.72M | Buy |
11,643
+129
| +1% | +$19.3K | 0.58% | 19 |
|
|
2016
Q2 | $1.69M | Buy |
11,514
+1,049
| +10% | +$148K | 0.59% | 19 |
|
|
2016
Q1 | $1.46M | Buy |
10,465
+1,300
| +14% | +$167K | 0.51% | 22 |
|
|
2015
Q4 | $1.15M | Hold |
9,165
| – | – | 0.46% | 20 |
|
|
2015
Q3 | $1.09M | Hold |
9,165
| – | – | 0.45% | 20 |
|
|
2015
Q2 | $1.18M | Sell |
9,165
-538
| -6% | -$72.2K | 0.47% | 21 |
|
|
2015
Q1 | $1.34M | Buy |
9,703
+86
| +0.9% | +$11.8K | 0.52% | 20 |
|
|
2014
Q4 | $1.32M | Buy |
9,617
+6,608
| +220% | +$848K | 0.51% | 23 |
|
|
2014
Q3 | $356K | Hold |
3,009
| – | – | 0.15% | 56 |
|
|
2014
Q2 | $360K | Buy |
3,009
+52
| +2% | +$6.1K | 0.16% | 41 |
|
|
2014
Q1 | $335K | Sell |
2,957
-190
| -6% | -$21.1K | 0.13% | 42 |
|
|
2013
Q4 | $369K | Sell |
3,147
-657
| -17% | -$70K | 0.14% | 56 |
|
|
2013
Q3 | $380K | Buy |
+3,804
| New | +$370K | 0.18% | 38 |
|
Other funds holding MMM
VCM
VPM
