Optimum 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 | $15.2K | Hold |
100
| – | – | 0.01% | 471 |
|
|
2025
Q1 | $14.7K | Hold |
100
| – | – | 0.01% | 478 |
|
|
2024
Q4 | $12.9K | Sell |
100
-100
| -50% | -$12.9K | 0.01% | 481 |
|
|
2024
Q3 | $27.3K | Sell |
200
-500
| -71% | -$68.4K | 0.01% | 410 |
|
|
2024
Q2 | $71.5K | Sell |
700
-137
| -16% | -$14K | 0.03% | 313 |
|
|
2024
Q1 | $74.2K | Buy |
837
+119
| +17% | +$10.6K | 0.03% | 314 |
|
|
2023
Q4 | $65.6K | Sell |
718
-581
| -45% | -$53.1K | 0.03% | 319 |
|
|
2023
Q3 | $102K | Buy |
1,299
+1
| +0.1% | +$78 | 0.05% | 262 |
|
|
2023
Q2 | $109K | Sell |
1,298
-42
| -3% | -$3.51K | 0.05% | 261 |
|
|
2023
Q1 | $118K | Sell |
1,340
-1,674
| -56% | -$147K | 0.06% | 243 |
|
|
2022
Q4 | $302K | Hold |
3,014
| – | – | 0.16% | 142 |
|
|
2022
Q3 | $278K | Buy |
3,014
+700
| +30% | +$64.6K | 0.15% | 149 |
|
|
2022
Q2 | $250K | Buy |
2,314
+478
| +26% | +$51.6K | 0.13% | 165 |
|
|
2022
Q1 | $229K | Sell |
1,836
-462
| -20% | -$57.6K | 0.1% | 184 |
|
|
2021
Q4 | $341K | Hold |
2,298
| – | – | 0.13% | 154 |
|
|
2021
Q3 | $337K | Sell |
2,298
-119
| -5% | -$17.5K | 0.14% | 150 |
|
|
2021
Q2 | $401K | Sell |
2,417
-136
| -5% | -$22.6K | 0.13% | 170 |
|
|
2021
Q1 | $411K | Hold |
2,553
| – | – | 0.12% | 173 |
|
|
2020
Q4 | $373K | Buy |
2,553
+119
| +5% | +$17.4K | 0.11% | 168 |
|
|
2020
Q3 | $326K | Buy |
2,434
+1,033
| +74% | +$138K | 0.11% | 163 |
|
|
2020
Q2 | $183K | Hold |
1,401
| – | – | 0.06% | 248 |
|
|
2020
Q1 | $160K | Hold |
1,401
| – | – | 0.07% | 246 |
|
|
2019
Q4 | $207K | Hold |
1,401
| – | – | 0.06% | 264 |
|
|
2019
Q3 | $192K | Hold |
1,401
| – | – | 0.06% | 273 |
|
|
2019
Q2 | $203K | Hold |
1,401
| – | – | 0.07% | 263 |
|
|
2019
Q1 | $243K | Hold |
1,401
| – | – | 0.08% | 244 |
|
|
2018
Q4 | $223K | Hold |
1,401
| – | – | 0.08% | 235 |
|
|
2018
Q3 | $247K | Sell |
1,401
-1,435
| -51% | -$253K | 0.07% | 268 |
|
|
2018
Q2 | $466K | Sell |
2,836
-49
| -2% | -$8.05K | 0.13% | 167 |
|
|
2018
Q1 | $529K | Sell |
2,885
-24
| -0.8% | -$4.4K | 0.16% | 157 |
|
|
2017
Q4 | $572K | Sell |
2,909
-12
| -0.4% | -$2.36K | 0.18% | 147 |
|
|
2017
Q3 | $512K | Buy |
2,921
+49
| +2% | +$8.59K | 0.17% | 160 |
|
|
2017
Q2 | $500K | Hold |
2,872
| – | – | 0.17% | 168 |
|
|
2017
Q1 | $459K | Sell |
2,872
-16
| -0.6% | -$2.56K | 0.16% | 173 |
|
|
2016
Q4 | $431K | Sell |
2,888
-42
| -1% | -$6.27K | 0.16% | 169 |
|
|
2016
Q3 | $432K | Hold |
2,930
| – | – | 0.16% | 177 |
|
|
2016
Q2 | $429K | Hold |
2,930
| – | – | 0.17% | 169 |
|
|
2016
Q1 | $408K | Sell |
2,930
-462
| -14% | -$64.3K | 0.16% | 170 |
|
|
2015
Q4 | $427K | Sell |
3,392
-359
| -10% | -$45.2K | 0.17% | 172 |
|
|
2015
Q3 | $445K | Buy |
+3,751
| New | +$445K | 0.18% | 155 |
|
|
2015
Q1 | $591K | Sell |
4,289
-3,571
| -45% | -$492K | 0.19% | 142 |
|
|
2014
Q4 | $590K | Buy |
7,860
+3,355
| +74% | +$252K | 0.19% | 137 |
|
|
2014
Q3 | $544K | Sell |
4,505
-257
| -5% | -$31K | 0.18% | 141 |
|
|
2014
Q2 | $571K | Buy |
4,762
+974
| +26% | +$117K | 0.18% | 141 |
|
|
2014
Q1 | $430K | Sell |
3,788
-695
| -16% | -$78.9K | 0.16% | 148 |
|
|
2013
Q4 | $526K | Sell |
4,483
-45
| -1% | -$5.28K | 0.2% | 133 |
|
|
2013
Q3 | $452K | Buy |
+4,528
| New | +$452K | 0.19% | 133 |
|