Northeast Financial Consultants’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,268
| Closed | -$227K | – | 329 |
|
|
2022
Q4 | $227K | Hold |
2,268
| – | – | 0.02% | 281 |
|
|
2022
Q3 | $210K | Sell |
2,268
-822
| -27% | -$90.2K | 0.02% | 301 |
|
|
2022
Q2 | $334K | Sell |
3,090
-567
| -16% | -$68.5K | 0.02% | 244 |
|
|
2022
Q1 | $455K | Buy |
3,657
+791
| +28% | +$105K | 0.03% | 241 |
|
|
2021
Q4 | $426K | Sell |
2,866
-336
| -10% | -$50.1K | 0.03% | 238 |
|
|
2021
Q3 | $470K | Buy |
3,202
+35
| +1% | +$5.67K | 0.03% | 233 |
|
|
2021
Q2 | $526K | Buy |
3,167
+630
| +25% | +$105K | 0.04% | 217 |
|
|
2021
Q1 | $409K | Hold |
2,537
| – | – | 0.03% | 230 |
|
|
2020
Q4 | $371K | Sell |
2,537
-37
| -1% | -$5.25K | 0.03% | 231 |
|
|
2020
Q3 | $345K | Sell |
2,574
-12
| -0.5% | -$1.61K | 0.03% | 213 |
|
|
2020
Q2 | $337K | Buy |
2,586
+6
| +0.2% | +$756 | 0.03% | 207 |
|
|
2020
Q1 | $294K | Buy |
2,580
+6
| +0.2% | +$789 | 0.03% | 202 |
|
|
2019
Q4 | $380K | Hold |
2,574
| – | – | 0.03% | 207 |
|
|
2019
Q3 | $354K | Hold |
2,574
| – | – | 0.04% | 212 |
|
|
2019
Q2 | $373K | Hold |
2,574
| – | – | 0.04% | 207 |
|
|
2019
Q1 | $447K | Buy |
+2,574
| New | +$433K | 0.05% | 183 |
|
|
2018
Q4 | – | Sell |
-2,835
| Closed | -$499K | – | 193 |
|
|
2018
Q3 | $499K | Buy |
2,835
+419
| +17% | +$72.2K | 0.14% | 88 |
|
|
2018
Q2 | $397K | Hold |
2,416
| – | – | 0.12% | 98 |
|
|
2018
Q1 | $443K | Sell |
2,416
-76
| -3% | -$15.1K | 0.15% | 98 |
|
|
2017
Q4 | $490K | Buy |
2,492
+76
| +3% | +$14.6K | 0.16% | 93 |
|
|
2017
Q3 | $424K | Hold |
2,416
| – | – | 0.16% | 100 |
|
|
2017
Q2 | $421K | Hold |
2,416
| – | – | 0.17% | 97 |
|
|
2017
Q1 | $386K | Hold |
2,416
| – | – | 0.16% | 102 |
|
|
2016
Q4 | $361K | Buy |
2,416
+598
| +33% | +$86.3K | 0.16% | 105 |
|
|
2016
Q3 | $268K | Hold |
1,818
| – | – | 0.11% | 125 |
|
|
2016
Q2 | $266K | Hold |
1,818
| – | – | 0.12% | 122 |
|
|
2016
Q1 | $253K | Hold |
1,818
| – | – | 0.13% | 111 |
|
|
2015
Q4 | $229K | Hold |
1,818
| – | – | 0.12% | 111 |
|
|
2015
Q3 | $215K | Hold |
1,818
| – | – | 0.11% | 126 |
|
|
2015
Q2 | $235K | Hold |
1,818
| – | – | 0.11% | 132 |
|
|
2015
Q1 | $251K | Hold |
1,818
| – | – | 0.11% | 115 |
|
|
2014
Q4 | $250K | Hold |
1,818
| – | – | 0.13% | 107 |
|
|
2014
Q3 | $215K | Hold |
1,818
| – | – | 0.12% | 122 |
|
|
2014
Q2 | $217K | Hold |
1,818
| – | – | 0.12% | 115 |
|
|
2014
Q1 | $206K | Hold |
1,818
| – | – | 0.12% | 112 |
|
|
2013
Q4 | $213K | Buy |
+1,818
| New | +$194K | 0.14% | 90 |
|
Other funds holding MMM
Northeast Financial Consultants's MMM Position: Q1 2023 in Review
Northeast Financial Consultants sold out of 3M (MMM) in Q1 2023, closing a stake of 2,268 shares — an estimated $227K sold.
Northeast Financial Consultants first reported a position in MMM in Q4 2013 and held it in 36 quarters. The position peaked at $526K in Q2 2021. 1,952 funds tracked by Wall St. Rank hold MMM as of Q1 2023.
- Northeast Financial Consultants reported no remaining 3M position as of Q1 2023 after selling out during the quarter.
- Northeast Financial Consultants sold 2,268 3M shares in Q1 2023, an estimated $227K.
- Northeast Financial Consultants first reported a position in 3M in Q4 2013 and held it in 36 quarters.
- Northeast Financial Consultants's 3M position peaked at $526K in Q2 2021.
- 1,952 funds tracked by Wall St. Rank held 3M as of Q1 2023.
Based on Northeast Financial Consultants's 13F filing for Q1 2023, filed 15 May 2023.