Peachtree Investment Advisors’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $357K | Hold |
2,243
| – | – | 0.28% | 56 |
|
|
2018
Q3 | $395K | Hold |
2,243
| – | – | 0.27% | 60 |
|
|
2018
Q2 | $369K | Sell |
2,243
-83
| -4% | -$13.7K | 0.27% | 59 |
|
|
2018
Q1 | $427K | Hold |
2,326
| – | – | 0.32% | 55 |
|
|
2017
Q4 | $458K | Sell |
2,326
-120
| -5% | -$23.6K | 0.35% | 55 |
|
|
2017
Q3 | $429K | Sell |
2,446
-90
| -4% | -$15.8K | 0.37% | 53 |
|
|
2017
Q2 | $441K | Sell |
2,536
-143
| -5% | -$24.9K | 0.38% | 57 |
|
|
2017
Q1 | $429K | Buy |
2,679
+60
| +2% | +$9.61K | 0.39% | 57 |
|
|
2016
Q4 | $391K | Sell |
2,619
-120
| -4% | -$17.9K | 0.38% | 64 |
|
|
2016
Q3 | $404K | Hold |
2,739
| – | – | 0.4% | 58 |
|
|
2016
Q2 | $401K | Sell |
2,739
-72
| -3% | -$10.5K | 0.41% | 59 |
|
|
2016
Q1 | $392K | Hold |
2,811
| – | – | 0.39% | 61 |
|
|
2015
Q4 | $354K | Sell |
2,811
-598
| -18% | -$75.3K | 0.37% | 67 |
|
|
2015
Q3 | $404K | Hold |
3,409
| – | – | 0.42% | 64 |
|
|
2015
Q2 | $440K | Sell |
3,409
-119
| -3% | -$15.4K | 0.33% | 79 |
|
|
2015
Q1 | $487K | Buy |
3,528
+388
| +12% | +$53.6K | 0.35% | 76 |
|
|
2014
Q4 | $431K | Sell |
3,140
-205
| -6% | -$28.1K | 0.29% | 93 |
|
|
2014
Q3 | $396K | Buy |
3,345
+209
| +7% | +$24.7K | 0.26% | 95 |
|
|
2014
Q2 | $376K | Buy |
3,136
+478
| +18% | +$57.3K | 0.25% | 95 |
|
|
2014
Q1 | $301K | Hold |
2,658
| – | – | 0.21% | 108 |
|
|
2013
Q4 | $312K | Buy |
+2,658
| New | +$312K | 0.21% | 100 |
|