Nadler Financial Group’s 3M MMM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-1,401
| Closed | -$208K | – | 132 |
|
2021
Q4 | $208K | Buy |
1,401
+10
| +0.7% | +$1.49K | 0.03% | 126 |
|
2021
Q3 | $204K | Sell |
1,391
-977
| -41% | -$143K | 0.03% | 119 |
|
2021
Q2 | $393K | Buy |
2,368
+8
| +0.3% | +$1.33K | 0.06% | 73 |
|
2021
Q1 | $380K | Sell |
2,360
-122
| -5% | -$19.6K | 0.07% | 73 |
|
2020
Q4 | $363K | Buy |
2,482
+10
| +0.4% | +$1.46K | 0.07% | 75 |
|
2020
Q3 | $331K | Sell |
2,472
-111
| -4% | -$14.9K | 0.07% | 74 |
|
2020
Q2 | $337K | Buy |
2,583
+38
| +1% | +$4.96K | 0.08% | 68 |
|
2020
Q1 | $291K | Sell |
2,545
-164
| -6% | -$18.8K | 0.09% | 65 |
|
2019
Q4 | $400K | Buy |
2,709
+12
| +0.4% | +$1.77K | 0.1% | 61 |
|
2019
Q3 | $371K | Sell |
2,697
-69
| -2% | -$9.49K | 0.1% | 58 |
|
2019
Q2 | $401K | Sell |
2,766
-316
| -10% | -$45.8K | 0.12% | 55 |
|
2019
Q1 | $535K | Sell |
3,082
-44
| -1% | -$7.64K | 0.17% | 46 |
|
2018
Q4 | $498K | Buy |
3,126
+9
| +0.3% | +$1.43K | 0.16% | 48 |
|
2018
Q3 | $549K | Buy |
3,117
+189
| +6% | +$33.3K | 0.15% | 48 |
|
2018
Q2 | $481K | Buy |
2,928
+28
| +1% | +$4.6K | 0.14% | 52 |
|
2018
Q1 | $532K | Sell |
2,900
-180
| -6% | -$33K | 0.16% | 44 |
|
2017
Q4 | $606K | Sell |
3,080
-589
| -16% | -$116K | 0.18% | 44 |
|
2017
Q3 | $644K | Sell |
3,669
-80
| -2% | -$14K | 0.21% | 40 |
|
2017
Q2 | $653K | Sell |
3,749
-363
| -9% | -$63.2K | 0.22% | 39 |
|
2017
Q1 | $658K | Sell |
4,112
-92
| -2% | -$14.7K | 0.23% | 40 |
|
2016
Q4 | $628K | Buy |
4,204
+112
| +3% | +$16.7K | 0.23% | 40 |
|
2016
Q3 | $603K | Buy |
4,092
+78
| +2% | +$11.5K | 0.24% | 41 |
|
2016
Q2 | $588K | Buy |
4,014
+190
| +5% | +$27.8K | 0.25% | 40 |
|
2016
Q1 | $533K | Buy |
3,824
+928
| +32% | +$129K | 0.23% | 41 |
|
2015
Q4 | $365K | Buy |
2,896
+4
| +0.1% | +$504 | 0.16% | 53 |
|
2015
Q3 | $343K | Buy |
2,892
+1,181
| +69% | +$140K | 0.17% | 54 |
|
2015
Q2 | $221K | Buy |
1,711
+3
| +0.2% | +$387 | 0.1% | 74 |
|
2015
Q1 | $236K | Buy |
1,708
+3
| +0.2% | +$415 | 0.11% | 74 |
|
2014
Q4 | $234K | Sell |
1,705
-21
| -1% | -$2.88K | 0.12% | 77 |
|
2014
Q3 | $205K | Buy |
+1,726
| New | +$205K | 0.12% | 73 |
|
2014
Q1 | – | Sell |
-1,983
| Closed | -$233K | – | 77 |
|
2013
Q4 | $233K | Buy |
+1,983
| New | +$233K | 0.15% | 71 |
|
2013
Q3 | – | Sell |
-3,851
| Closed | -$352K | – | 85 |
|
2013
Q2 | $352K | Buy |
+3,851
| New | +$352K | 0.25% | 51 |
|