Patriot Financial Group Insurance Agency’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $228K | Buy |
1,500
+77
| +5% | +$11.7K | 0.03% | 462 |
|
|
2025
Q1 | $209K | Sell |
1,423
-1,388
| -49% | -$204K | 0.03% | 442 |
|
|
2024
Q4 | $363K | Sell |
2,811
-270
| -9% | -$34.8K | 0.05% | 333 |
|
|
2024
Q3 | $421K | Buy |
3,081
+12
| +0.4% | +$1.64K | 0.06% | 318 |
|
|
2024
Q2 | $314K | Sell |
3,069
-610
| -17% | -$62.3K | 0.05% | 358 |
|
|
2024
Q1 | $326K | Buy |
3,679
+367
| +11% | +$32.5K | 0.05% | 343 |
|
|
2023
Q4 | $303K | Sell |
3,312
-965
| -23% | -$88.2K | 0.06% | 329 |
|
|
2023
Q3 | $335K | Buy |
4,277
+1,886
| +79% | +$148K | 0.07% | 310 |
|
|
2023
Q2 | $200K | Sell |
2,391
-757
| -24% | -$63.4K | 0.04% | 434 |
|
|
2023
Q1 | $277K | Buy |
3,148
+774
| +33% | +$68K | 0.06% | 351 |
|
|
2022
Q4 | $238K | Buy |
+2,374
| New | +$238K | 0.03% | 358 |
|
|
2022
Q3 | – | Sell |
-1,116
| Closed | -$121K | – | 1336 |
|
|
2022
Q2 | $121K | Buy |
1,116
+49
| +5% | +$5.31K | 0.02% | 498 |
|
|
2022
Q1 | $133K | Sell |
1,067
-220
| -17% | -$27.4K | 0.02% | 503 |
|
|
2021
Q4 | $191K | Sell |
1,287
-68
| -5% | -$10.1K | 0.03% | 457 |
|
|
2021
Q3 | $199K | Buy |
1,355
+110
| +9% | +$16.2K | 0.04% | 451 |
|
|
2021
Q2 | $207K | Buy |
1,245
+30
| +2% | +$4.99K | 0.04% | 423 |
|
|
2021
Q1 | $196K | Buy |
1,215
+36
| +3% | +$5.81K | 0.04% | 393 |
|
|
2020
Q4 | $172K | Buy |
1,179
+240
| +26% | +$35K | 0.04% | 375 |
|
|
2020
Q3 | $126K | Buy |
939
+1
| +0.1% | +$134 | 0.04% | 349 |
|
|
2020
Q2 | $122K | Sell |
938
-1,681
| -64% | -$219K | 0.05% | 311 |
|
|
2020
Q1 | $299K | Buy |
2,619
+1,624
| +163% | +$185K | 0.14% | 163 |
|
|
2019
Q4 | $147K | Buy |
995
+558
| +128% | +$82.4K | 0.06% | 268 |
|
|
2019
Q3 | $60K | Sell |
437
-1,713
| -80% | -$235K | 0.03% | 414 |
|
|
2019
Q2 | $313K | Sell |
2,150
-219
| -9% | -$31.9K | 0.14% | 132 |
|
|
2019
Q1 | $412K | Buy |
2,369
+935
| +65% | +$163K | 0.21% | 81 |
|
|
2018
Q4 | $338K | Buy |
1,434
+360
| +34% | +$84.9K | 0.22% | 77 |
|
|
2018
Q3 | $189K | Buy |
1,074
+895
| +500% | +$158K | 0.11% | 128 |
|
|
2018
Q2 | $30K | Sell |
179
-742
| -81% | -$124K | 0.03% | 233 |
|
|
2018
Q1 | $164K | Sell |
921
-14
| -1% | -$2.49K | 0.12% | 157 |
|
|
2017
Q4 | $187K | Hold |
935
| – | – | 0.14% | 132 |
|
|
2017
Q3 | $169K | Sell |
935
-13
| -1% | -$2.35K | 0.15% | 117 |
|
|
2017
Q2 | $167K | Buy |
948
+20
| +2% | +$3.52K | 0.17% | 113 |
|
|
2017
Q1 | $148K | Hold |
928
| – | – | 0.16% | 115 |
|
|
2016
Q4 | $139K | Buy |
+928
| New | +$139K | 0.19% | 108 |
|