Retirement Capital Strategies’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.64M | Sell |
31,982
-254
| -0.8% | -$40.4K | 1.76% | 16 |
|
|
2025
Q4 | $5.16M | Sell |
32,236
-215
| -0.7% | -$35.2K | 1.91% | 17 |
|
|
2025
Q3 | $5.04M | Sell |
32,451
-481
| -1% | -$74.2K | 1.93% | 15 |
|
|
2025
Q2 | $5.01M | Sell |
32,932
-471
| -1% | -$67.3K | 1.99% | 15 |
|
|
2025
Q1 | $4.91M | Sell |
33,403
-25
| -0.1% | -$3.67K | 1.92% | 15 |
|
|
2024
Q4 | $4.32M | Hold |
33,428
| – | – | 1.63% | 16 |
|
|
2024
Q3 | $4.57M | Hold |
33,428
| – | – | 1.79% | 13 |
|
|
2024
Q2 | $3.42M | Sell |
33,428
-6,552
| -16% | -$639K | 1.37% | 17 |
|
|
2024
Q1 | $3.55M | Hold |
39,980
| – | – | 1.45% | 17 |
|
|
2023
Q4 | $3.65M | Hold |
39,980
| – | – | 1.58% | 15 |
|
|
2023
Q3 | $3.13M | Hold |
39,980
| – | – | 1.47% | 16 |
|
|
2023
Q2 | $3.35M | Hold |
39,980
| – | – | 1.54% | 18 |
|
|
2023
Q1 | $3.51M | Hold |
39,980
| – | – | 1.71% | 14 |
|
|
2022
Q4 | $4.01M | Buy |
39,980
+3
| +0% | +$306 | 1.97% | 13 |
|
|
2022
Q3 | $3.69M | Hold |
39,977
| – | – | 1.69% | 14 |
|
|
2022
Q2 | $4.33M | Hold |
39,977
| – | – | 1.94% | 15 |
|
|
2022
Q1 | $4.97M | Buy |
39,977
+282
| +0.7% | +$37.5K | 1.99% | 13 |
|
|
2021
Q4 | $5.9M | Buy |
39,695
+7,319
| +23% | +$1.09M | 2.17% | 13 |
|
|
2021
Q3 | $4.75M | Hold |
32,376
| – | – | 1.82% | 16 |
|
|
2021
Q2 | $5.38M | Hold |
32,376
| – | – | 2.05% | 16 |
|
|
2021
Q1 | $5.22M | Hold |
32,376
| – | – | 2.06% | 18 |
|
|
2020
Q4 | $4.73M | Hold |
32,376
| – | – | 1.92% | 16 |
|
|
2020
Q3 | $4.33M | Hold |
32,376
| – | – | 2% | 19 |
|
|
2020
Q2 | $4.22M | Hold |
32,376
| – | – | 2.01% | 16 |
|
|
2020
Q1 | $3.69M | Hold |
32,376
| – | – | 2.02% | 15 |
|
|
2019
Q4 | $4.78M | Hold |
32,376
| – | – | 2.28% | 10 |
|
|
2019
Q3 | $4.45M | Hold |
32,376
| – | – | 2.25% | 11 |
|
|
2019
Q2 | $4.69M | Hold |
32,376
| – | – | 2.34% | 12 |
|
|
2019
Q1 | $5.63M | Hold |
32,376
| – | – | 2.84% | 7 |
|
|
2018
Q4 | $5.16M | Hold |
32,376
| – | – | 2.89% | 7 |
|
|
2018
Q3 | $5.7M | Buy |
+32,376
| New | +$5.58M | 2.82% | 7 |
|
Other funds holding MMM
VCM
VPM
