Plante Moran Financial Advisors’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $128K | Sell |
842
-208
| -20% | -$31.7K | 0.01% | 204 |
|
|
2025
Q1 | $154K | Hold |
1,050
| – | – | 0.01% | 196 |
|
|
2024
Q4 | $136K | Sell |
1,050
-650
| -38% | -$83.9K | 0.01% | 217 |
|
|
2024
Q3 | $232K | Sell |
1,700
-3,768
| -69% | -$515K | 0.02% | 163 |
|
|
2024
Q2 | $559K | Sell |
5,468
-1,304
| -19% | -$133K | 0.06% | 77 |
|
|
2024
Q1 | $601K | Buy |
6,772
+3,914
| +137% | +$347K | 0.06% | 72 |
|
|
2023
Q4 | $261K | Sell |
2,858
-713
| -20% | -$65.2K | 0.03% | 135 |
|
|
2023
Q3 | $280K | Buy |
3,571
+473
| +15% | +$37K | 0.03% | 115 |
|
|
2023
Q2 | $259K | Buy |
3,098
+778
| +34% | +$65.1K | 0.03% | 125 |
|
|
2023
Q1 | $204K | Sell |
2,320
-165
| -7% | -$14.5K | 0.03% | 149 |
|
|
2022
Q4 | $249K | Buy |
2,485
+45
| +2% | +$4.51K | 0.04% | 134 |
|
|
2022
Q3 | $225K | Sell |
2,440
-97
| -4% | -$8.95K | 0.04% | 136 |
|
|
2022
Q2 | $274K | Buy |
2,537
+37
| +1% | +$4K | 0.05% | 123 |
|
|
2022
Q1 | $311K | Sell |
2,500
-244
| -9% | -$30.4K | 0.06% | 118 |
|
|
2021
Q4 | $407K | Sell |
2,744
-226
| -8% | -$33.5K | 0.07% | 105 |
|
|
2021
Q3 | $436K | Buy |
2,970
+506
| +21% | +$74.3K | 0.1% | 104 |
|
|
2021
Q2 | $409K | Sell |
2,464
-136
| -5% | -$22.6K | 0.1% | 97 |
|
|
2021
Q1 | $419K | Sell |
2,600
-25
| -1% | -$4.03K | 0.11% | 90 |
|
|
2020
Q4 | $384K | Sell |
2,625
-1,675
| -39% | -$245K | 0.12% | 103 |
|
|
2020
Q3 | $576K | Sell |
4,300
-30
| -0.7% | -$4.02K | 0.2% | 63 |
|
|
2020
Q2 | $565K | Sell |
4,330
-1,019
| -19% | -$133K | 0.23% | 63 |
|
|
2020
Q1 | $610K | Buy |
5,349
+1,437
| +37% | +$164K | 0.28% | 53 |
|
|
2019
Q4 | $577K | Buy |
3,912
+155
| +4% | +$22.9K | 0.2% | 72 |
|
|
2019
Q3 | $516K | Sell |
3,757
-3
| -0.1% | -$412 | 0.15% | 84 |
|
|
2019
Q2 | $545K | Sell |
3,760
-17
| -0.5% | -$2.46K | 0.17% | 77 |
|
|
2019
Q1 | $656K | Sell |
3,777
-127
| -3% | -$22.1K | 0.2% | 63 |
|
|
2018
Q4 | $622K | Sell |
3,904
-576
| -13% | -$91.8K | 0.22% | 65 |
|
|
2018
Q3 | $789K | Sell |
4,480
-787
| -15% | -$139K | 0.26% | 55 |
|
|
2018
Q2 | $866K | Sell |
5,267
-171
| -3% | -$28.1K | 0.44% | 44 |
|
|
2018
Q1 | $998K | Sell |
5,438
-333
| -6% | -$61.1K | 0.54% | 36 |
|
|
2017
Q4 | $1.14M | Buy |
5,771
+152
| +3% | +$29.9K | 0.63% | 30 |
|
|
2017
Q3 | $986K | Buy |
5,619
+18
| +0.3% | +$3.16K | 0.59% | 35 |
|
|
2017
Q2 | $975K | Sell |
5,601
-373
| -6% | -$64.9K | 0.61% | 34 |
|
|
2017
Q1 | $956K | Buy |
5,974
+757
| +15% | +$121K | 0.58% | 34 |
|
|
2016
Q4 | $779K | Sell |
5,217
-88
| -2% | -$13.1K | 0.49% | 39 |
|
|
2016
Q3 | $782K | Buy |
5,305
+447
| +9% | +$65.9K | 0.53% | 38 |
|
|
2016
Q2 | $711K | Buy |
4,858
+223
| +5% | +$32.6K | 0.52% | 38 |
|
|
2016
Q1 | $646K | Sell |
4,635
-15
| -0.3% | -$2.09K | 0.5% | 42 |
|
|
2015
Q4 | $586K | Buy |
4,650
+175
| +4% | +$22.1K | 0.44% | 51 |
|
|
2015
Q3 | $530K | Sell |
4,475
-874
| -16% | -$104K | 0.42% | 56 |
|
|
2015
Q2 | $690K | Buy |
5,349
+192
| +4% | +$24.8K | 0.49% | 48 |
|
|
2015
Q1 | $711K | Sell |
5,157
-239
| -4% | -$33K | 0.5% | 47 |
|
|
2014
Q4 | $741K | Buy |
5,396
+40
| +0.7% | +$5.49K | 0.55% | 40 |
|
|
2014
Q3 | $634K | Sell |
5,356
-913
| -15% | -$108K | 0.55% | 38 |
|
|
2014
Q2 | $751K | Buy |
6,269
+1,247
| +25% | +$149K | 0.67% | 35 |
|
|
2014
Q1 | $570K | Sell |
5,022
-1,328
| -21% | -$151K | 0.62% | 43 |
|
|
2013
Q4 | $745K | Buy |
6,350
+1,820
| +40% | +$214K | 0.42% | 32 |
|
|
2013
Q3 | $452K | Buy |
4,530
+221
| +5% | +$22.1K | 0.28% | 46 |
|
|
2013
Q2 | $394K | Buy |
+4,309
| New | +$394K | 0.29% | 43 |
|