ProVise Management Group’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,565
| Closed | -$214K | – | 281 |
|
|
2024
Q3 | $214K | Buy |
+1,565
| New | +$192K | 0.02% | 275 |
|
|
2024
Q1 | – | Sell |
-3,985
| Closed | -$364K | – | 325 |
|
|
2023
Q4 | $364K | Sell |
3,985
-116
| -3% | -$9.31K | 0.03% | 262 |
|
|
2023
Q3 | $321K | Buy |
4,101
+959
| +31% | +$82.3K | 0.03% | 267 |
|
|
2023
Q2 | $263K | Buy |
+3,142
| New | +$267K | 0.02% | 299 |
|
|
2022
Q2 | – | Sell |
-4,755
| Closed | -$592K | – | 356 |
|
|
2022
Q1 | $592K | Sell |
4,755
-18,397
| -79% | -$2.45M | 0.06% | 210 |
|
|
2021
Q4 | $3.44M | Sell |
23,152
-2,404
| -9% | -$358K | 0.31% | 88 |
|
|
2021
Q3 | $3.75M | Sell |
25,556
-487
| -2% | -$78.9K | 0.37% | 78 |
|
|
2021
Q2 | $4.33M | Buy |
26,043
+66
| +0.3% | +$11K | 0.44% | 66 |
|
|
2021
Q1 | $4.18M | Buy |
25,977
+159
| +0.6% | +$23.8K | 0.45% | 65 |
|
|
2020
Q4 | $3.77M | Buy |
25,818
+365
| +1% | +$51.8K | 0.44% | 68 |
|
|
2020
Q3 | $3.41M | Buy |
25,453
+935
| +4% | +$126K | 0.46% | 65 |
|
|
2020
Q2 | $3.2M | Buy |
24,518
+17,829
| +267% | +$2.25M | 0.46% | 66 |
|
|
2020
Q1 | $764K | Buy |
+6,689
| New | +$880K | 0.13% | 147 |
|
|
2018
Q4 | – | Sell |
-2,162
| Closed | -$381K | – | 317 |
|
|
2018
Q3 | $381K | Sell |
2,162
-332
| -13% | -$57.2K | 0.05% | 242 |
|
|
2018
Q2 | $410 | Sell |
2,494
-59
| -2% | -$10.1K | 0.03% | 238 |
|
|
2018
Q1 | $469K | Sell |
2,553
-974
| -28% | -$193K | 0.07% | 204 |
|
|
2017
Q4 | $694K | Sell |
3,527
-24
| -0.7% | -$4.62K | 0.1% | 171 |
|
|
2017
Q3 | $623K | Sell |
3,551
-724
| -17% | -$125K | 0.09% | 182 |
|
|
2017
Q2 | $745K | Buy |
4,275
+1,095
| +34% | +$183K | 0.11% | 175 |
|
|
2017
Q1 | $509K | Sell |
3,180
-30
| -0.9% | -$4.6K | 0.08% | 208 |
|
|
2016
Q4 | $479K | Hold |
3,210
| – | – | 0.08% | 213 |
|
|
2016
Q3 | $473K | Hold |
3,210
| – | – | 0.08% | 211 |
|
|
2016
Q2 | $470K | Buy |
3,210
+233
| +8% | +$32.9K | 0.09% | 207 |
|
|
2016
Q1 | $414K | Sell |
2,977
-201
| -6% | -$25.8K | 0.09% | 193 |
|
|
2015
Q4 | $400K | Sell |
3,178
-1,234
| -28% | -$159K | 0.08% | 197 |
|
|
2015
Q3 | $523K | Buy |
4,412
+957
| +28% | +$118K | 0.12% | 170 |
|
|
2015
Q2 | $446K | Sell |
3,455
-312
| -8% | -$41.8K | 0.09% | 191 |
|
|
2015
Q1 | $519K | Hold |
3,767
| – | – | 0.11% | 184 |
|
|
2014
Q4 | $518K | Sell |
3,767
-4,103
| -52% | -$527K | 0.11% | 183 |
|
|
2014
Q3 | $932K | Sell |
7,870
-6,477
| -45% | -$779K | 0.2% | 140 |
|
|
2014
Q2 | $1.72M | Sell |
14,347
-2,657
| -16% | -$312K | 0.37% | 83 |
|
|
2014
Q1 | $1.93M | Sell |
17,004
-102
| -0.6% | -$11.3K | 0.47% | 63 |
|
|
2013
Q4 | $2.01M | Sell |
17,106
-1,217
| -7% | -$130K | 0.52% | 57 |
|
|
2013
Q3 | $1.83M | Sell |
18,323
-6,673
| -27% | -$649K | 0.52% | 52 |
|
|
2013
Q2 | $2.29M | Buy |
+24,996
| New | +$2.27M | 0.67% | 29 |
|
Other funds holding MMM
ProVise Management Group's MMM Position: Q4 2024 in Review
ProVise Management Group sold out of 3M (MMM) in Q4 2024, closing a stake of 1,565 shares — an estimated $214K sold.
ProVise Management Group first reported a position in MMM in Q2 2013 and held it in 35 quarters. The position peaked at $4.33M in Q2 2021. 2,134 funds tracked by Wall St. Rank hold MMM as of Q4 2024.
- ProVise Management Group reported no remaining 3M position as of Q4 2024 after selling out during the quarter.
- ProVise Management Group sold 1,565 3M shares in Q4 2024, an estimated $214K.
- ProVise Management Group first reported a position in 3M in Q2 2013 and held it in 35 quarters.
- ProVise Management Group's 3M position peaked at $4.33M in Q2 2021.
- 2,134 funds tracked by Wall St. Rank held 3M as of Q4 2024.
Based on ProVise Management Group's 13F filing for Q4 2024, filed 11 Feb 2025.