OneDigital 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 | $2.61M | Sell |
17,117
-494
| -3% | -$75.2K | 0.03% | 360 |
|
|
2025
Q1 | $2.59M | Sell |
17,611
-2,836
| -14% | -$416K | 0.03% | 343 |
|
|
2024
Q4 | $2.64M | Sell |
20,447
-1,956
| -9% | -$252K | 0.03% | 357 |
|
|
2024
Q3 | $3.06M | Sell |
22,403
-45
| -0.2% | -$6.15K | 0.04% | 343 |
|
|
2024
Q2 | $2.29M | Sell |
22,448
-2,240
| -9% | -$229K | 0.03% | 382 |
|
|
2024
Q1 | $2.19M | Buy |
24,688
+68
| +0.3% | +$6.03K | 0.03% | 313 |
|
|
2023
Q4 | $2.25M | Sell |
24,620
-193
| -0.8% | -$17.6K | 0.04% | 292 |
|
|
2023
Q3 | $1.94M | Sell |
24,813
-2,697
| -10% | -$211K | 0.04% | 291 |
|
|
2023
Q2 | $2.3M | Sell |
27,510
-2,072
| -7% | -$173K | 0.05% | 250 |
|
|
2023
Q1 | $2.6M | Buy |
29,582
+7,145
| +32% | +$628K | 0.06% | 235 |
|
|
2022
Q4 | $2.25M | Sell |
22,437
-984
| -4% | -$98.7K | 0.07% | 241 |
|
|
2022
Q3 | $2.16M | Sell |
23,421
-131
| -0.6% | -$12.1K | 0.08% | 176 |
|
|
2022
Q2 | $2.55M | Buy |
23,552
+205
| +0.9% | +$22.2K | 0.11% | 131 |
|
|
2022
Q1 | $2.91M | Buy |
23,347
+5,092
| +28% | +$634K | 0.11% | 122 |
|
|
2021
Q4 | $2.71M | Buy |
18,255
+395
| +2% | +$58.7K | 0.1% | 132 |
|
|
2021
Q3 | $2.62M | Buy |
17,860
+697
| +4% | +$102K | 0.1% | 130 |
|
|
2021
Q2 | $2.85M | Buy |
17,163
+3,425
| +25% | +$569K | 0.12% | 114 |
|
|
2021
Q1 | $2.21M | Buy |
13,738
+1,636
| +14% | +$264K | 0.1% | 139 |
|
|
2020
Q4 | $1.77M | Sell |
12,102
-505
| -4% | -$73.8K | 0.09% | 155 |
|
|
2020
Q3 | $1.69M | Sell |
12,607
-3,807
| -23% | -$510K | 0.12% | 138 |
|
|
2020
Q2 | $2.14M | Buy |
16,414
+264
| +2% | +$34.4K | 0.15% | 126 |
|
|
2020
Q1 | $1.84M | Buy |
16,150
+6,757
| +72% | +$771K | 0.16% | 126 |
|
|
2019
Q4 | $1.39M | Buy |
9,393
+88
| +0.9% | +$13K | 0.11% | 158 |
|
|
2019
Q3 | $1.28M | Buy |
9,305
+2,531
| +37% | +$348K | 0.11% | 152 |
|
|
2019
Q2 | $982K | Buy |
6,774
+5,494
| +429% | +$796K | 0.08% | 153 |
|
|
2019
Q1 | $222K | Buy |
1,280
+19
| +2% | +$3.3K | 0.03% | 269 |
|
|
2018
Q4 | $201K | Buy |
+1,261
| New | +$201K | 0.03% | 262 |
|
|
2018
Q3 | – | Sell |
-1,011
| Closed | -$185K | – | 1128 |
|
|
2018
Q2 | $185K | Sell |
1,011
-241
| -19% | -$44.1K | 0.04% | 228 |
|
|
2018
Q1 | $230K | Sell |
1,252
-353
| -22% | -$64.8K | 0.05% | 206 |
|
|
2017
Q4 | $316K | Buy |
1,605
+991
| +161% | +$195K | 0.04% | 177 |
|
|
2017
Q3 | $108K | Sell |
614
-57
| -8% | -$10K | 0.04% | 220 |
|
|
2017
Q2 | $116K | Buy |
+671
| New | +$116K | 0.03% | 285 |
|