Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$84.2K Buy
580
+9
+2% +$1.43K ﹤0.01% 554
2025
Q4
$91.4K Sell
571
-192
-25% -$31.4K ﹤0.01% 527
2025
Q3
$118K Sell
763
-25
-3% -$3.85K 0.01% 531
2025
Q2
$120K Sell
788
-325
-29% -$46.4K 0.01% 534
2025
Q1
$163K Sell
1,113
-29
-3% -$4.26K 0.01% 517
2024
Q4
$147K Sell
1,142
-48
-4% -$6.3K 0.01% 540
2024
Q3
$163K Buy
1,190
+285
+31% +$34.9K 0.01% 512
2024
Q2
$92.5K Sell
905
-12,708
-93% -$1.24M 0.01% 597
2024
Q1
$1.21M Hold
13,613
0.1% 316
2023
Q4
$1.24M Buy
13,613
+2,811
+26% +$226K 0.11% 272
2023
Q3
$846K Sell
10,802
-74
-0.7% -$6.35K 0.08% 351
2023
Q2
$910K Buy
10,876
+9
+0.1% +$765 0.08% 334
2023
Q1
$955K Buy
+10,867
New +$1.02M 0.08% 321
2019
Q1
Sell
-2,990
Closed -$476K 153
2018
Q4
$476K Buy
+2,990
New +$496K 0.19% 127

Other funds holding MMM