Morningstar Investment Management’s 3M MMM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $315K | Buy |
+2,070
| New | +$315K | 0.03% | 160 |
|
2025
Q1 | – | Sell |
-5,009
| Closed | -$647K | – | 162 |
|
2024
Q4 | $647K | Hold |
5,009
| – | – | 0.05% | 112 |
|
2024
Q3 | $680K | Sell |
5,009
-2
| -0% | -$272 | 0.07% | 116 |
|
2024
Q2 | $512K | Sell |
5,011
-982
| -16% | -$100K | 0.05% | 120 |
|
2024
Q1 | $532K | Buy |
+5,993
| New | +$532K | 0.06% | 121 |
|
2023
Q4 | – | Sell |
-6,126
| Closed | -$480K | – | 207 |
|
2023
Q3 | $480K | Hold |
6,126
| – | – | 0.07% | 100 |
|
2023
Q2 | $513K | Buy |
+6,126
| New | +$513K | 0.07% | 100 |
|