Pathway Financial Advisors’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-1,320
| Closed | -$219K | – | 145 |
|
|
2025
Q4 | $219K | Hold |
1,320
| – | – | 0.03% | 140 |
|
|
2025
Q3 | $205K | Hold |
1,320
| – | – | 0.03% | 140 |
|
|
2025
Q2 | $201K | Buy |
+1,320
| New | +$189K | 0.03% | 131 |
|
|
2024
Q2 | – | Sell |
-2,301
| Closed | -$204K | – | 176 |
|
|
2024
Q1 | $204K | Buy |
2,301
+60
| +3% | +$4.97K | 0.06% | 164 |
|
|
2023
Q4 | $205K | Buy |
+2,241
| New | +$180K | 0.06% | 154 |
|
|
2023
Q1 | – | Sell |
-2,241
| Closed | -$225K | – | 133 |
|
|
2022
Q4 | $225K | Sell |
2,241
-145
| -6% | -$14.8K | 0.07% | 115 |
|
|
2022
Q3 | $220K | Hold |
2,386
| – | – | 0.08% | 121 |
|
|
2022
Q2 | $258K | Buy |
2,386
+25
| +1% | +$3.02K | 0.11% | 112 |
|
|
2022
Q1 | $294K | Hold |
2,361
| – | – | 0.11% | 103 |
|
|
2021
Q4 | $328K | Buy |
+2,361
| New | +$352K | 0.12% | 94 |
|
|
2021
Q1 | $398K | Hold |
2,361
| – | – | 0.16% | 72 |
|
|
2020
Q4 | $346K | Hold |
2,361
| – | – | 0.14% | 73 |
|
|
2020
Q3 | $313K | Sell |
2,361
-120
| -5% | -$16.1K | 0.12% | 71 |
|
|
2020
Q2 | $324K | Sell |
2,481
-358
| -13% | -$45.1K | 0.1% | 64 |
|
|
2020
Q1 | $318K | Sell |
2,839
-52
| -2% | -$6.84K | 0.11% | 62 |
|
|
2019
Q4 | $434K | Buy |
2,891
+718
| +33% | +$101K | 0.12% | 66 |
|
|
2019
Q3 | $315K | Hold |
2,173
| – | – | 0.09% | 71 |
|
|
2019
Q2 | $315K | Hold |
2,173
| – | – | 0.09% | 70 |
|
|
2019
Q1 | $378K | Buy |
2,173
+51
| +2% | +$8.59K | 0.12% | 62 |
|
|
2018
Q4 | $338K | Hold |
2,122
| – | – | 0.19% | 63 |
|
|
2018
Q3 | $340K | Hold |
2,122
| – | – | 0.19% | 64 |
|
|
2018
Q2 | $349K | Hold |
2,122
| – | – | 0.2% | 56 |
|
|
2018
Q1 | $389K | Sell |
2,122
-366
| -15% | -$72.5K | 0.23% | 54 |
|
|
2017
Q4 | $490K | Buy |
+2,488
| New | +$479K | 0.28% | 46 |
|
Other funds holding MMM
VCM
VPM
