Personal Capital Advisors’s 3M MMM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | $10.8M | Buy |
107,761
+9,438
| +10% | +$946K | 0.05% | 171 |
|
2022
Q3 | $9.08M | Buy |
98,323
+9,179
| +10% | +$848K | 0.05% | 168 |
|
2022
Q2 | $9.65M | Buy |
89,144
+82,506
| +1,243% | +$8.93M | 0.05% | 173 |
|
2022
Q1 | $826K | Sell |
6,638
-2,891
| -30% | -$360K | ﹤0.01% | 261 |
|
2021
Q4 | $1.4M | Buy |
9,529
+268
| +3% | +$39.4K | 0.01% | 248 |
|
2021
Q3 | $1.36M | Buy |
9,261
+724
| +8% | +$106K | 0.01% | 241 |
|
2021
Q2 | $1.42M | Sell |
8,537
-211
| -2% | -$35K | 0.01% | 240 |
|
2021
Q1 | $1.41M | Sell |
8,748
-119
| -1% | -$19.2K | 0.01% | 239 |
|
2020
Q4 | $1.3M | Sell |
8,867
-784
| -8% | -$115K | 0.01% | 239 |
|
2020
Q3 | $1.29M | Sell |
9,651
-30,493
| -76% | -$4.08M | 0.01% | 239 |
|
2020
Q2 | $5.24M | Buy |
40,144
+4,171
| +12% | +$544K | 0.04% | 158 |
|
2020
Q1 | $4.15M | Buy |
35,973
+1,868
| +5% | +$215K | 0.04% | 165 |
|
2019
Q4 | $5.03M | Sell |
34,105
-246,462
| -88% | -$36.4M | 0.04% | 159 |
|
2019
Q3 | $38.6M | Sell |
280,567
-7,075
| -2% | -$973K | 0.37% | 67 |
|
2019
Q2 | $41.7M | Buy |
287,642
+11,965
| +4% | +$1.73M | 0.42% | 56 |
|
2019
Q1 | $47.9M | Buy |
275,677
+16,827
| +7% | +$2.92M | 0.54% | 35 |
|
2018
Q4 | $41.2M | Buy |
258,850
+11,029
| +4% | +$1.76M | 0.55% | 38 |
|
2018
Q3 | $43.7M | Buy |
247,821
+14,316
| +6% | +$2.52M | 0.56% | 30 |
|
2018
Q2 | $38.4M | Buy |
233,505
+16,929
| +8% | +$2.78M | 0.54% | 36 |
|
2018
Q1 | $39.8M | Buy |
216,576
+9,150
| +4% | +$1.68M | 0.62% | 25 |
|
2017
Q4 | $40.8M | Buy |
207,426
+8,516
| +4% | +$1.68M | 0.7% | 26 |
|
2017
Q3 | $34.9M | Buy |
198,910
+3,936
| +2% | +$691K | 0.68% | 26 |
|
2017
Q2 | $33.9M | Buy |
194,974
+6,919
| +4% | +$1.2M | 0.74% | 23 |
|
2017
Q1 | $30M | Buy |
188,055
+17,736
| +10% | +$2.83M | 0.75% | 23 |
|
2016
Q4 | $25.4M | Buy |
170,319
+16,129
| +10% | +$2.41M | 0.76% | 32 |
|
2016
Q3 | $22.6M | Buy |
154,190
+13,430
| +10% | +$1.97M | 0.76% | 23 |
|
2016
Q2 | $20.6M | Buy |
140,760
+15,343
| +12% | +$2.25M | 0.79% | 22 |
|
2016
Q1 | $17.5M | Buy |
125,417
+14,108
| +13% | +$1.97M | 0.81% | 26 |
|
2015
Q4 | $14M | Buy |
111,309
+12,775
| +13% | +$1.61M | 0.77% | 38 |
|
2015
Q3 | $11.7M | Buy |
98,534
+12,367
| +14% | +$1.47M | 0.77% | 43 |
|
2015
Q2 | $11.2M | Buy |
86,167
+11,964
| +16% | +$1.56M | 0.78% | 36 |
|
2015
Q1 | $10.2M | Buy |
74,203
+11,777
| +19% | +$1.62M | 0.83% | 27 |
|
2014
Q4 | $8.58M | Buy |
62,426
+20,823
| +50% | +$2.86M | 0.88% | 25 |
|
2014
Q3 | $4.93M | Buy |
+41,603
| New | +$4.93M | 0.63% | 66 |
|