Pure 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 | $497K | Buy |
3,263
+383
| +13% | +$58.3K | 0.01% | 295 |
|
2025
Q1 | $423K | Buy |
2,880
+1,278
| +80% | +$188K | 0.01% | 262 |
|
2024
Q4 | $207K | Sell |
1,602
-848
| -35% | -$110K | ﹤0.01% | 337 |
|
2024
Q3 | $335K | Buy |
+2,450
| New | +$335K | 0.01% | 265 |
|
2023
Q2 | – | Sell |
-5,188
| Closed | -$456K | – | 259 |
|
2023
Q1 | $456K | Buy |
5,188
+144
| +3% | +$12.7K | 0.02% | 171 |
|
2022
Q4 | $506K | Buy |
+5,044
| New | +$506K | 0.03% | 156 |
|
2021
Q3 | – | Sell |
-1,598
| Closed | -$265K | – | 207 |
|
2021
Q2 | $265K | Sell |
1,598
-125
| -7% | -$20.7K | 0.02% | 170 |
|
2021
Q1 | $278K | Buy |
1,723
+125
| +8% | +$20.2K | 0.03% | 156 |
|
2020
Q4 | $233K | Hold |
1,598
| – | – | 0.03% | 162 |
|
2020
Q3 | $214K | Hold |
1,598
| – | – | 0.03% | 145 |
|
2020
Q2 | $208K | Buy |
+1,598
| New | +$208K | 0.03% | 134 |
|