Mount Yale Investment Advisors’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.29M | Sell |
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|
2025
Q1 | $1.33M | Sell |
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|
2024
Q4 | $1.17M | Buy |
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|
2024
Q3 | $1.16M | Buy |
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|
2024
Q2 | $855K | Sell |
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|
2024
Q1 | $896K | Buy |
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|
2023
Q4 | $847K | Buy |
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|
2023
Q3 | $723K | Sell |
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|
2023
Q2 | $801K | Sell |
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|
2023
Q1 | $915K | Sell |
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|
2022
Q4 | $1.1M | Sell |
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|
2022
Q3 | $1.02M | Sell |
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|
2022
Q2 | $1.2M | Buy |
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|
2022
Q1 | $1.32M | Sell |
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|
2021
Q4 | $1.57M | Buy |
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|
2021
Q3 | $1.14M | Buy |
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|
2021
Q2 | $561K | Sell |
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|
2021
Q1 | $569K | Sell |
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|
2020
Q4 | $540K | Buy |
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|
2020
Q3 | $473K | Buy |
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|
2020
Q2 | $423K | Buy |
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|
2020
Q1 | $366K | Buy |
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|
2019
Q4 | $399K | Sell |
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|
2019
Q3 | $438K | Buy |
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|
2019
Q2 | $419K | Sell |
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|
2019
Q1 | $545K | Buy |
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|
2018
Q4 | $494K | Hold |
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|
2018
Q3 | $495K | Hold |
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|
2018
Q2 | $484K | Buy |
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|
2018
Q1 | $532K | Buy |
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