Nicolet Advisory Services’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $354K | Buy |
2,454
+442
| +22% | +$63.8K | 0.03% | 270 |
|
|
2025
Q1 | $268K | Buy |
+2,012
| New | +$268K | 0.03% | 305 |
|
|
2023
Q4 | – | Sell |
-3,061
| Closed | -$225K | – | 331 |
|
|
2023
Q3 | $225K | Buy |
3,061
+57
| +2% | +$4.19K | 0.02% | 274 |
|
|
2023
Q2 | $242K | Buy |
+3,004
| New | +$242K | 0.03% | 270 |
|
|
2023
Q1 | – | Sell |
-2,040
| Closed | -$220K | – | 289 |
|
|
2022
Q4 | $220K | Buy |
+2,040
| New | +$220K | 0.03% | 219 |
|
|
2022
Q3 | – | Sell |
-1,866
| Closed | -$203K | – | 195 |
|
|
2022
Q2 | $203K | Sell |
1,866
-759
| -29% | -$82.6K | 0.03% | 176 |
|
|
2022
Q1 | $329K | Buy |
2,625
+13
| +0.5% | +$1.63K | 0.04% | 137 |
|
|
2021
Q4 | $388K | Sell |
2,612
-175
| -6% | -$26K | 0.05% | 124 |
|
|
2021
Q3 | $409K | Buy |
2,787
+80
| +3% | +$11.7K | 0.05% | 130 |
|
|
2021
Q2 | $449K | Buy |
2,707
+93
| +4% | +$15.4K | 0.06% | 114 |
|
|
2021
Q1 | $421K | Buy |
2,614
+777
| +42% | +$125K | 0.06% | 117 |
|
|
2020
Q4 | $268K | Sell |
1,837
-42
| -2% | -$6.13K | 0.04% | 144 |
|
|
2020
Q3 | $252K | Sell |
1,879
-685
| -27% | -$91.9K | 0.04% | 137 |
|
|
2020
Q2 | $334K | Buy |
2,564
+49
| +2% | +$6.38K | 0.05% | 141 |
|
|
2020
Q1 | $287K | Sell |
2,515
-64
| -2% | -$7.3K | 0.05% | 146 |
|
|
2019
Q4 | $380K | Buy |
2,579
+223
| +9% | +$32.9K | 0.06% | 118 |
|
|
2019
Q3 | $324K | Buy |
2,356
+6
| +0.3% | +$825 | 0.05% | 120 |
|
|
2019
Q2 | $341K | Buy |
2,350
+78
| +3% | +$11.3K | 0.05% | 111 |
|
|
2019
Q1 | $395K | Buy |
+2,272
| New | +$395K | 0.07% | 95 |
|