PHAM
Palisades Hudson Asset Management’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,247
| Closed | -$259K | – | 103 |
|
|
2019
Q1 | $259K | Sell |
1,247
-230
| -16% | -$47.8K | 0.17% | 80 |
|
|
2018
Q4 | $281K | Hold |
1,477
| – | – | 0.16% | 82 |
|
|
2018
Q3 | $311K | Sell |
1,477
-94
| -6% | -$19.8K | 0.16% | 85 |
|
|
2018
Q2 | $309K | Hold |
1,571
| – | – | 0.17% | 84 |
|
|
2018
Q1 | $345K | Hold |
1,571
| – | – | 0.19% | 71 |
|
|
2017
Q4 | $370K | Hold |
1,571
| – | – | 0.2% | 68 |
|
|
2017
Q3 | $330K | Hold |
1,571
| – | – | 0.19% | 75 |
|
|
2017
Q2 | $327K | Hold |
1,571
| – | – | 0.19% | 76 |
|
|
2017
Q1 | $301K | Hold |
1,571
| – | – | 0.19% | 72 |
|
|
2016
Q4 | $281K | Hold |
1,571
| – | – | 0.17% | 70 |
|
|
2016
Q3 | $277K | Hold |
1,571
| – | – | 0.21% | 70 |
|
|
2016
Q2 | $275K | Hold |
1,571
| – | – | 0.22% | 69 |
|
|
2016
Q1 | $262K | Hold |
1,571
| – | – | 0.21% | 75 |
|
|
2015
Q4 | $237K | Hold |
1,571
| – | – | 0.2% | 78 |
|
|
2015
Q3 | $223K | Hold |
1,571
| – | – | 0.2% | 76 |
|
|
2015
Q2 | $242K | Hold |
1,571
| – | – | 0.21% | 72 |
|
|
2015
Q1 | $259K | Hold |
1,571
| – | – | 0.2% | 68 |
|
|
2014
Q4 | $258K | Hold |
1,571
| – | – | 0.2% | 69 |
|
|
2014
Q3 | $223K | Hold |
1,571
| – | – | 0.18% | 75 |
|
|
2014
Q2 | $225K | Hold |
1,571
| – | – | 0.19% | 66 |
|
|
2014
Q1 | $213K | Hold |
1,571
| – | – | 0.18% | 67 |
|
|
2013
Q4 | $220K | Buy |
+1,571
| New | +$220K | 0.18% | 63 |
|