Resonant Capital 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 | $216K | Buy |
+1,416
| New | +$216K | 0.01% | 393 |
|
2023
Q1 | – | Sell |
-3,300
| Closed | -$331K | – | 258 |
|
2022
Q4 | $331K | Sell |
3,300
-9,747
| -75% | -$977K | 0.04% | 201 |
|
2022
Q3 | $1.21M | Sell |
13,047
-264
| -2% | -$24.4K | 0.18% | 102 |
|
2022
Q2 | $1.44M | Buy |
13,311
+407
| +3% | +$44K | 0.22% | 92 |
|
2022
Q1 | $1.62M | Buy |
12,904
+913
| +8% | +$114K | 0.24% | 83 |
|
2021
Q4 | $1.78M | Buy |
11,991
+1,258
| +12% | +$187K | 0.27% | 75 |
|
2021
Q3 | $1.57M | Buy |
10,733
+1,328
| +14% | +$195K | 0.27% | 79 |
|
2021
Q2 | $1.56M | Buy |
9,405
+233
| +3% | +$38.7K | 0.3% | 72 |
|
2021
Q1 | $1.48M | Buy |
9,172
+1,186
| +15% | +$191K | 0.3% | 74 |
|
2020
Q4 | $1.17M | Buy |
7,986
+511
| +7% | +$74.7K | 0.28% | 75 |
|
2020
Q3 | $1M | Buy |
7,475
+667
| +10% | +$89.3K | 0.29% | 75 |
|
2020
Q2 | $888K | Sell |
6,808
-2,996
| -31% | -$391K | 0.26% | 81 |
|
2020
Q1 | $1.12M | Buy |
9,804
+1,488
| +18% | +$170K | 0.41% | 79 |
|
2019
Q4 | $1.23M | Buy |
+8,316
| New | +$1.23M | 0.39% | 81 |
|