Monte Financial Group’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 |
-2,860
| Closed | -$251K | – | 86 |
|
|
2023
Q1 | $251K | Sell |
2,860
-38,465
| -93% | -$3.38M | 0.13% | 80 |
|
|
2022
Q4 | $4.14M | Sell |
41,325
-2,780
| -6% | -$279K | 2.13% | 29 |
|
|
2022
Q3 | $4.08M | Buy |
44,105
+3,202
| +8% | +$296K | 2.5% | 18 |
|
|
2022
Q2 | $4.43M | Sell |
40,903
-202
| -0.5% | -$21.9K | 2.58% | 17 |
|
|
2022
Q1 | $5.12M | Buy |
41,105
+9,326
| +29% | +$1.16M | 2.72% | 14 |
|
|
2021
Q4 | $4.72M | Buy |
31,779
+659
| +2% | +$97.9K | 2.48% | 19 |
|
|
2021
Q3 | $4.56M | Buy |
31,120
+1,401
| +5% | +$205K | 2.62% | 18 |
|
|
2021
Q2 | $4.94M | Buy |
29,719
+1,438
| +5% | +$239K | 2.82% | 11 |
|
|
2021
Q1 | $4.56M | Buy |
28,281
+2,201
| +8% | +$355K | 2.79% | 14 |
|
|
2020
Q4 | $3.81M | Buy |
26,080
+57
| +0.2% | +$8.33K | 2.59% | 17 |
|
|
2020
Q3 | $3.49M | Sell |
26,023
-976
| -4% | -$131K | 2.63% | 18 |
|
|
2020
Q2 | $3.52M | Buy |
26,999
+2,742
| +11% | +$358K | 2.78% | 13 |
|
|
2020
Q1 | $2.77M | Buy |
+24,257
| New | +$2.77M | 2.68% | 17 |
|
|
2018
Q2 | – | Sell |
-1,207
| Closed | -$221K | – | 75 |
|
|
2018
Q1 | $221K | Sell |
1,207
-288
| -19% | -$52.7K | 0.23% | 67 |
|
|
2017
Q4 | $294K | Buy |
+1,495
| New | +$294K | 0.3% | 55 |
|