Perigon Wealth Management’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 | $5.61M | Buy |
38,600
+5,102
| +15% | +$812K | 0.1% | 192 |
|
|
2025
Q4 | $5.36M | Buy |
33,498
+1,509
| +5% | +$247K | 0.1% | 190 |
|
|
2025
Q3 | $4.96M | Buy |
31,989
+5,122
| +19% | +$790K | 0.1% | 196 |
|
|
2025
Q2 | $4.09M | Sell |
26,867
-4,284
| -14% | -$612K | 0.1% | 211 |
|
|
2025
Q1 | $4.57M | Buy |
31,151
+309
| +1% | +$45.4K | 0.12% | 171 |
|
|
2024
Q4 | $4.29M | Buy |
30,842
+1,526
| +5% | +$200K | 0.11% | 182 |
|
|
2024
Q3 | $4.01M | Buy |
29,316
+2,187
| +8% | +$268K | 0.11% | 181 |
|
|
2024
Q2 | $2.77M | Sell |
27,129
-4,387
| -14% | -$428K | 0.08% | 214 |
|
|
2024
Q1 | $2.8M | Sell |
31,516
-347
| -1% | -$28.8K | 0.08% | 210 |
|
|
2023
Q4 | $2.91M | Sell |
31,863
-1,470
| -4% | -$118K | 0.1% | 179 |
|
|
2023
Q3 | $2.61M | Buy |
33,333
+2,817
| +9% | +$242K | 0.11% | 176 |
|
|
2023
Q2 | $2.55M | Buy |
30,516
+284
| +0.9% | +$24.1K | 0.1% | 183 |
|
|
2023
Q1 | $2.66M | Sell |
30,232
-2,680
| -8% | -$253K | 0.15% | 144 |
|
|
2022
Q4 | $3.3M | Buy |
32,912
+7,957
| +32% | +$811K | 0.2% | 116 |
|
|
2022
Q3 | $2.31M | Sell |
24,955
-1,902
| -7% | -$209K | 0.2% | 107 |
|
|
2022
Q2 | $2.91M | Buy |
26,857
+929
| +4% | +$112K | 0.24% | 89 |
|
|
2022
Q1 | $3.23M | Buy |
25,928
+2,113
| +9% | +$281K | 0.23% | 85 |
|
|
2021
Q4 | $3.54M | Buy |
23,815
+294
| +1% | +$43.8K | 0.25% | 84 |
|
|
2021
Q3 | $3.45M | Buy |
23,521
+191
| +0.8% | +$30.9K | 0.3% | 76 |
|
|
2021
Q2 | $3.88M | Buy |
23,330
+196
| +0.8% | +$32.7K | 0.35% | 61 |
|
|
2021
Q1 | $3.73M | Buy |
23,134
+272
| +1% | +$40.7K | 0.38% | 57 |
|
|
2020
Q4 | $3.34M | Buy |
22,862
+201
| +0.9% | +$28.5K | 0.39% | 53 |
|
|
2020
Q3 | $3.04M | Hold |
22,661
| – | – | 0.43% | 46 |
|
|
2020
Q2 | $2.96M | Buy |
22,661
+2,734
| +14% | +$344K | 0.47% | 45 |
|
|
2020
Q1 | $2.46M | Sell |
19,927
-356
| -2% | -$46.8K | 0.46% | 46 |
|
|
2019
Q4 | $3.03M | Sell |
20,283
-2,331
| -10% | -$326K | 0.62% | 40 |
|
|
2019
Q3 | $3.08M | Sell |
22,614
-776
| -3% | -$108K | 0.72% | 38 |
|
|
2019
Q2 | $3.39M | Buy |
23,390
+3,827
| +20% | +$589K | 0.79% | 35 |
|
|
2019
Q1 | $3.12M | Sell |
19,563
-3,294
| -14% | -$555K | 0.73% | 37 |
|
|
2018
Q4 | $3.74M | Buy |
22,857
+4,570
| +25% | +$759K | 0.96% | 28 |
|
|
2018
Q3 | $3.22M | Sell |
18,287
-2,167
| -11% | -$373K | 0.79% | 36 |
|
|
2018
Q2 | $3.36M | Buy |
20,454
+3,074
| +18% | +$525K | 1.01% | 29 |
|
|
2018
Q1 | $3.19M | Buy |
17,380
+15
| +0.1% | +$2.97K | 1.18% | 25 |
|
|
2017
Q4 | $3.42M | Sell |
17,365
-3,100
| -15% | -$596K | 1.28% | 23 |
|
|
2017
Q3 | $3.59M | Sell |
20,465
-14,916
| -42% | -$2.58M | 1.17% | 22 |
|
|
2017
Q2 | $6.16M | Buy |
35,381
+595
| +2% | +$99.5K | 1.34% | 11 |
|
|
2017
Q1 | $5.57M | Buy |
34,786
+462
| +1% | +$70.9K | 1.18% | 17 |
|
|
2016
Q4 | $5.47M | Buy |
34,324
+4,239
| +14% | +$612K | 1.19% | 17 |
|
|
2016
Q3 | $4.43M | Buy |
30,085
+562
| +2% | +$83.9K | 1.14% | 22 |
|
|
2016
Q2 | $4.32M | Buy |
29,523
+174
| +0.6% | +$24.5K | 1.15% | 20 |
|
|
2016
Q1 | $4.13M | Hold |
29,349
| – | – | 1.29% | 18 |
|
|
2015
Q4 | $3.7M | Buy |
29,349
+7,022
| +31% | +$903K | 1.02% | 24 |
|
|
2015
Q3 | $2.65M | Sell |
22,327
-81
| -0.4% | -$9.96K | 0.79% | 32 |
|
|
2015
Q2 | $2.89M | Buy |
22,408
+191
| +0.9% | +$25.6K | 0.76% | 31 |
|
|
2015
Q1 | $3.06M | Buy |
22,217
+3,952
| +22% | +$544K | 0.84% | 26 |
|
|
2014
Q4 | $2.51M | Buy |
18,265
+25
| +0.1% | +$3.21K | 0.75% | 35 |
|
|
2014
Q3 | $2.16M | Sell |
18,240
-4,227
| -19% | -$508K | 0.64% | 45 |
|
|
2014
Q2 | $2.69M | Buy |
22,467
+993
| +5% | +$117K | 0.77% | 36 |
|
|
2014
Q1 | $2.44M | Sell |
21,474
-419
| -2% | -$46.5K | 1.34% | 25 |
|
|
2013
Q4 | $2.57M | Buy |
+21,893
| New | +$2.33M | 1.42% | 25 |
|
Other funds holding MMM
VCM
VPM
