MGIA
Moneta Group Investment Advisors’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $661K | Sell |
4,343
-102
| -2% | -$15.5K | 0.01% | 380 |
|
|
2025
Q1 | $653K | Sell |
4,445
-837
| -16% | -$123K | 0.01% | 358 |
|
|
2024
Q4 | $682K | Buy |
5,282
+124
| +2% | +$16K | 0.01% | 337 |
|
|
2024
Q3 | $705K | Sell |
5,158
-600
| -10% | -$82K | 0.01% | 339 |
|
|
2024
Q2 | $588K | Sell |
5,758
-1,697
| -23% | -$173K | 0.01% | 352 |
|
|
2024
Q1 | $661K | Buy |
7,455
+1,410
| +23% | +$125K | 0.01% | 327 |
|
|
2023
Q4 | $661K | Sell |
6,045
-1,598
| -21% | -$175K | 0.01% | 292 |
|
|
2023
Q3 | $716K | Sell |
7,643
-857
| -10% | -$80.2K | 0.02% | 259 |
|
|
2023
Q2 | $851K | Buy |
8,500
+876
| +11% | +$87.7K | 0.02% | 246 |
|
|
2023
Q1 | $801K | Buy |
7,624
+378
| +5% | +$39.7K | 0.02% | 242 |
|
|
2022
Q4 | $834K | Sell |
7,246
-1,749
| -19% | -$201K | 0.02% | 221 |
|
|
2022
Q3 | $994K | Sell |
8,995
-3,678
| -29% | -$406K | 0.04% | 188 |
|
|
2022
Q2 | $1.64M | Buy |
12,673
+3,901
| +44% | +$505K | 0.06% | 157 |
|
|
2022
Q1 | $1.31M | Buy |
8,772
+440
| +5% | +$65.5K | 0.05% | 169 |
|
|
2021
Q4 | $1.48M | Sell |
8,332
-139
| -2% | -$24.7K | 0.06% | 160 |
|
|
2021
Q3 | $1.49M | Sell |
8,471
-254
| -3% | -$44.6K | 0.07% | 150 |
|
|
2021
Q2 | $1.73M | Buy |
8,725
+4,578
| +110% | +$909K | 0.08% | 146 |
|
|
2021
Q1 | $799K | Buy |
4,147
+2,139
| +107% | +$412K | 0.04% | 197 |
|
|
2020
Q4 | $351K | Buy |
+2,008
| New | +$351K | 0.03% | 233 |
|
|
2020
Q3 | – | Sell |
-1,782
| Closed | -$278K | – | 283 |
|
|
2020
Q2 | $278K | Buy |
+1,782
| New | +$278K | 0.03% | 216 |
|
|
2020
Q1 | – | Sell |
-777
| Closed | -$137K | – | 267 |
|
|
2019
Q4 | $137K | Sell |
777
-239
| -24% | -$42.1K | 0.01% | 251 |
|
|
2019
Q3 | $167K | Buy |
1,016
+918
| +937% | +$151K | 0.02% | 244 |
|
|
2019
Q2 | $17K | Sell |
98
-6,568
| -99% | -$1.14M | ﹤0.01% | 245 |
|
|
2019
Q1 | $1.39M | Buy |
+6,666
| New | +$1.39M | 0.14% | 88 |
|
|
2018
Q4 | – | Sell |
-1,551
| Closed | -$327K | – | 232 |
|
|
2018
Q3 | $327K | Sell |
1,551
-682
| -31% | -$144K | 0.03% | 175 |
|
|
2018
Q2 | $439K | Buy |
2,233
+1,944
| +673% | +$382K | 0.05% | 185 |
|
|
2018
Q1 | $63K | Sell |
289
-1,916
| -87% | -$418K | 0.01% | 298 |
|
|
2017
Q4 | $519K | Sell |
2,205
-20
| -0.9% | -$4.71K | 0.08% | 116 |
|
|
2017
Q3 | $467K | Buy |
+2,225
| New | +$467K | 0.07% | 127 |
|
|
2015
Q4 | – | Sell |
-592
| Closed | -$84K | – | 310 |
|
|
2015
Q3 | $84K | Buy |
+592
| New | +$84K | 0.02% | 187 |
|
|
2015
Q2 | – | Sell |
-5,200
| Closed | -$858K | – | 147 |
|
|
2015
Q1 | $858K | Buy |
5,200
+1,500
| +41% | +$248K | 0.37% | 45 |
|
|
2014
Q4 | $608K | Hold |
3,700
| – | – | 0.29% | 58 |
|
|
2014
Q3 | $524K | Hold |
3,700
| – | – | 0.27% | 64 |
|
|
2014
Q2 | $530K | Hold |
3,700
| – | – | 0.29% | 59 |
|
|
2014
Q1 | $502K | Hold |
3,700
| – | – | 0.3% | 58 |
|
|
2013
Q4 | $519K | Hold |
3,700
| – | – | 0.31% | 56 |
|
|
2013
Q3 | $442K | Hold |
3,700
| – | – | 0.29% | 62 |
|
|
2013
Q2 | $405K | Buy |
+3,700
| New | +$405K | 0.29% | 62 |
|