PDS Planning’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $766K | Sell |
5,029
-159
| -3% | -$24.2K | 0.06% | 165 |
|
|
2025
Q1 | $762K | Buy |
5,188
+340
| +7% | +$49.9K | 0.06% | 146 |
|
|
2024
Q4 | $626K | Buy |
4,848
+900
| +23% | +$116K | 0.06% | 155 |
|
|
2024
Q3 | $540K | Buy |
3,948
+11
| +0.3% | +$1.5K | 0.05% | 177 |
|
|
2024
Q2 | $402K | Buy |
3,937
+6
| +0.2% | +$613 | 0.04% | 208 |
|
|
2024
Q1 | $349K | Buy |
3,931
+429
| +12% | +$38.1K | 0.04% | 221 |
|
|
2023
Q4 | $320K | Sell |
3,502
-1,190
| -25% | -$109K | 0.04% | 224 |
|
|
2023
Q3 | $367K | Sell |
4,692
-186
| -4% | -$14.6K | 0.05% | 180 |
|
|
2023
Q2 | $408K | Buy |
4,878
+822
| +20% | +$68.8K | 0.05% | 162 |
|
|
2023
Q1 | $356K | Buy |
4,056
+64
| +2% | +$5.62K | 0.05% | 164 |
|
|
2022
Q4 | $400K | Buy |
3,992
+861
| +27% | +$86.3K | 0.06% | 119 |
|
|
2022
Q3 | $289K | Sell |
3,131
-671
| -18% | -$61.9K | 0.05% | 136 |
|
|
2022
Q2 | $411K | Buy |
3,802
+398
| +12% | +$43K | 0.07% | 111 |
|
|
2022
Q1 | $424K | Buy |
3,404
+95
| +3% | +$11.8K | 0.07% | 109 |
|
|
2021
Q4 | $492K | Sell |
3,309
-218
| -6% | -$32.4K | 0.09% | 93 |
|
|
2021
Q3 | $517K | Buy |
3,527
+350
| +11% | +$51.3K | 0.12% | 87 |
|
|
2021
Q2 | $528K | Buy |
3,177
+169
| +6% | +$28.1K | 0.13% | 83 |
|
|
2021
Q1 | $485K | Buy |
3,008
+66
| +2% | +$10.6K | 0.14% | 79 |
|
|
2020
Q4 | $430K | Buy |
2,942
+96
| +3% | +$14K | 0.15% | 78 |
|
|
2020
Q3 | $381K | Sell |
2,846
-90
| -3% | -$12K | 0.16% | 82 |
|
|
2020
Q2 | $383K | Buy |
2,936
+244
| +9% | +$31.8K | 0.17% | 75 |
|
|
2020
Q1 | $307K | Buy |
2,692
+373
| +16% | +$42.5K | 0.2% | 71 |
|
|
2019
Q4 | $342K | Buy |
2,319
+39
| +2% | +$5.75K | 0.22% | 69 |
|
|
2019
Q3 | $313K | Buy |
2,280
+10
| +0.4% | +$1.37K | 0.22% | 67 |
|
|
2019
Q2 | $329K | Buy |
2,270
+98
| +5% | +$14.2K | 0.24% | 60 |
|
|
2019
Q1 | $377K | Buy |
2,172
+115
| +6% | +$20K | 0.29% | 52 |
|
|
2018
Q4 | $328K | Buy |
2,057
+54
| +3% | +$8.61K | 0.28% | 57 |
|
|
2018
Q3 | $353K | Buy |
2,003
+201
| +11% | +$35.4K | 0.3% | 52 |
|
|
2018
Q2 | $296K | Sell |
1,802
-159
| -8% | -$26.1K | 0.29% | 54 |
|
|
2018
Q1 | $360K | Sell |
1,961
-52
| -3% | -$9.55K | 0.36% | 46 |
|
|
2017
Q4 | $396K | Buy |
+2,013
| New | +$396K | 0.4% | 44 |
|