Mount Yale Investment Advisors’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.29M | Sell |
8,473
-551
| -6% | -$83.9K | 0.1% | 172 |
|
|
2025
Q1 | $1.33M | Sell |
9,024
-7
| -0.1% | -$1.03K | 0.11% | 158 |
|
|
2024
Q4 | $1.17M | Buy |
9,031
+569
| +7% | +$73.5K | 0.09% | 179 |
|
|
2024
Q3 | $1.16M | Buy |
8,462
+95
| +1% | +$13K | 0.11% | 176 |
|
|
2024
Q2 | $855K | Sell |
8,367
-1,737
| -17% | -$178K | 0.07% | 240 |
|
|
2024
Q1 | $896K | Buy |
10,104
+837
| +9% | +$74.2K | 0.07% | 238 |
|
|
2023
Q4 | $847K | Buy |
9,267
+28
| +0.3% | +$2.56K | 0.08% | 226 |
|
|
2023
Q3 | $723K | Sell |
9,239
-327
| -3% | -$25.6K | 0.08% | 245 |
|
|
2023
Q2 | $801K | Sell |
9,566
-848
| -8% | -$71K | 0.08% | 232 |
|
|
2023
Q1 | $915K | Sell |
10,414
-538
| -5% | -$47.3K | 0.1% | 199 |
|
|
2022
Q4 | $1.1M | Sell |
10,952
-60
| -0.5% | -$6.02K | 0.12% | 168 |
|
|
2022
Q3 | $1.02M | Sell |
11,012
-44
| -0.4% | -$4.06K | 0.14% | 161 |
|
|
2022
Q2 | $1.2M | Buy |
11,056
+477
| +5% | +$51.6K | 0.15% | 155 |
|
|
2022
Q1 | $1.32M | Sell |
10,579
-12
| -0.1% | -$1.49K | 0.14% | 156 |
|
|
2021
Q4 | $1.57M | Buy |
10,591
+2,822
| +36% | +$419K | 0.16% | 137 |
|
|
2021
Q3 | $1.14M | Buy |
7,769
+4,390
| +130% | +$644K | 0.13% | 174 |
|
|
2021
Q2 | $561K | Sell |
3,379
-153
| -4% | -$25.4K | 0.07% | 254 |
|
|
2021
Q1 | $569K | Sell |
3,532
-161
| -4% | -$25.9K | 0.07% | 245 |
|
|
2020
Q4 | $540K | Buy |
3,693
+165
| +5% | +$24.1K | 0.08% | 243 |
|
|
2020
Q3 | $473K | Buy |
3,528
+286
| +9% | +$38.3K | 0.07% | 247 |
|
|
2020
Q2 | $423K | Buy |
3,242
+34
| +1% | +$4.44K | 0.08% | 244 |
|
|
2020
Q1 | $366K | Buy |
3,208
+199
| +7% | +$22.7K | 0.08% | 224 |
|
|
2019
Q4 | $399K | Sell |
3,009
-60
| -2% | -$7.96K | 0.07% | 244 |
|
|
2019
Q3 | $438K | Buy |
3,069
+10
| +0.3% | +$1.43K | 0.08% | 214 |
|
|
2019
Q2 | $419K | Sell |
3,059
-77
| -2% | -$10.5K | 0.08% | 217 |
|
|
2019
Q1 | $545K | Buy |
3,136
+196
| +7% | +$34.1K | 0.1% | 161 |
|
|
2018
Q4 | $494K | Hold |
2,940
| – | – | 0.1% | 173 |
|
|
2018
Q3 | $495K | Hold |
2,940
| – | – | 0.09% | 174 |
|
|
2018
Q2 | $484K | Buy |
2,940
+40
| +1% | +$6.59K | 0.09% | 180 |
|
|
2018
Q1 | $532K | Buy |
+2,900
| New | +$532K | 0.11% | 157 |
|