Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
-1,529
Closed -$237K 186
2025
Q3
$237K Sell
1,529
-143
-9% -$22K 0.33% 126
2025
Q2
$255K Sell
1,672
-503
-23% -$71.9K 0.42% 82
2025
Q1
$319K Buy
+2,175
New +$320K 0.37% 65
2024
Q2
Sell
-4,817
Closed -$427K 433
2024
Q1
$427K Buy
4,817
+638
+15% +$52.9K 0.28% 104
2023
Q4
$382K Buy
+4,179
New +$335K 0.3% 110
2022
Q3
$221K Sell
2,387
-803
-25% -$88.1K 0.12% 190
2022
Q2
$345K Buy
3,190
+1,123
+54% +$136K 0.16% 145
2022
Q1
$257K Sell
2,067
-7
-0.3% -$931 0.08% 221
2021
Q4
$308K Buy
+2,074
New +$309K 0.11% 163

Other funds holding MMM