Pettee Investors’s 3M MMM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $586K | Hold |
3,846
| – | – | 0.35% | 71 |
|
2025
Q1 | $565K | Sell |
3,846
-2,050
| -35% | -$301K | 0.34% | 72 |
|
2024
Q4 | $761K | Hold |
5,896
| – | – | 0.39% | 72 |
|
2024
Q3 | $806K | Hold |
5,896
| – | – | 0.39% | 74 |
|
2024
Q2 | $603K | Sell |
5,896
-1,156
| -16% | -$118K | 0.29% | 82 |
|
2024
Q1 | $625K | Hold |
7,052
| – | – | 0.26% | 85 |
|
2023
Q4 | $645K | Hold |
7,052
| – | – | 0.28% | 84 |
|
2023
Q3 | $552K | Hold |
7,052
| – | – | 0.26% | 88 |
|
2023
Q2 | $590K | Hold |
7,052
| – | – | 0.27% | 85 |
|
2023
Q1 | $620K | Hold |
7,052
| – | – | 0.3% | 83 |
|
2022
Q4 | $707K | Hold |
7,052
| – | – | 0.35% | 78 |
|
2022
Q3 | $652K | Hold |
7,052
| – | – | 0.35% | 80 |
|
2022
Q2 | $763K | Hold |
7,052
| – | – | 0.38% | 75 |
|
2022
Q1 | $878K | Hold |
7,052
| – | – | 0.39% | 77 |
|
2021
Q4 | $1.05M | Hold |
7,052
| – | – | 0.44% | 72 |
|
2021
Q3 | $1.03M | Hold |
7,052
| – | – | 0.48% | 64 |
|
2021
Q2 | $1.17M | Hold |
7,052
| – | – | 0.55% | 60 |
|
2021
Q1 | $1.14M | Buy |
7,052
+79
| +1% | +$12.7K | 0.55% | 59 |
|
2020
Q4 | $1.02M | Hold |
6,973
| – | – | 0.54% | 56 |
|
2020
Q3 | $934K | Hold |
6,973
| – | – | 0.54% | 53 |
|
2020
Q2 | $909K | Hold |
6,973
| – | – | 0.56% | 52 |
|
2020
Q1 | $796K | Hold |
6,973
| – | – | 0.57% | 48 |
|
2019
Q4 | $1.03M | Hold |
6,973
| – | – | 0.59% | 54 |
|
2019
Q3 | $958K | Hold |
6,973
| – | – | 0.6% | 49 |
|
2019
Q2 | $1.01M | Hold |
6,973
| – | – | 0.64% | 45 |
|
2019
Q1 | $1.21M | Hold |
6,973
| – | – | 0.76% | 33 |
|
2018
Q4 | $1.11M | Sell |
6,973
-873
| -11% | -$139K | 0.79% | 31 |
|
2018
Q3 | $1.38M | Buy |
7,846
+239
| +3% | +$42.1K | 0.82% | 31 |
|
2018
Q2 | $1.25M | Sell |
7,607
-239
| -3% | -$39.3K | 0.79% | 34 |
|
2018
Q1 | $1.44M | Hold |
7,846
| – | – | 0.89% | 28 |
|
2017
Q4 | $1.54M | Hold |
7,846
| – | – | 0.94% | 25 |
|
2017
Q3 | $1.38M | Hold |
7,846
| – | – | 0.89% | 27 |
|
2017
Q2 | $1.37M | Hold |
7,846
| – | – | 1.21% | 22 |
|
2017
Q1 | $1.26M | Hold |
7,846
| – | – | 1.13% | 25 |
|
2016
Q4 | $1.17M | Hold |
7,846
| – | – | 1.12% | 24 |
|
2016
Q3 | $1.16M | Hold |
7,846
| – | – | 1.12% | 24 |
|
2016
Q2 | $1.15M | Hold |
7,846
| – | – | 1.11% | 23 |
|
2016
Q1 | $1.09M | Hold |
7,846
| – | – | 1.13% | 25 |
|
2015
Q4 | $988K | Hold |
7,846
| – | – | 0.95% | 29 |
|
2015
Q3 | $930K | Hold |
7,846
| – | – | 0.97% | 29 |
|
2015
Q2 | $1.01M | Hold |
7,846
| – | – | 0.98% | 29 |
|
2015
Q1 | $1.08M | Hold |
7,846
| – | – | 1.05% | 29 |
|
2014
Q4 | $1.08M | Hold |
7,846
| – | – | 1.03% | 27 |
|
2014
Q3 | $929K | Sell |
7,846
-1,578
| -17% | -$187K | 0.91% | 29 |
|
2014
Q2 | $1.13M | Hold |
9,424
| – | – | 1.03% | 27 |
|
2014
Q1 | $1.07M | Hold |
9,424
| – | – | 1% | 26 |
|
2013
Q4 | $1.11M | Buy |
+9,424
| New | +$1.11M | 1.04% | 27 |
|