Retirement Income Solutions’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 | $253K | Sell |
1,744
-100
| -5% | -$15.9K | 0.04% | 144 |
|
|
2025
Q4 | $295K | Buy |
1,844
+190
| +11% | +$31.1K | 0.05% | 130 |
|
|
2025
Q3 | $257K | Hold |
1,654
| – | – | 0.04% | 141 |
|
|
2025
Q2 | $252K | Buy |
1,654
+50
| +3% | +$7.15K | 0.05% | 133 |
|
|
2025
Q1 | $236K | Hold |
1,604
| – | – | 0.05% | 128 |
|
|
2024
Q4 | $207K | Hold |
1,604
| – | – | 0.04% | 138 |
|
|
2024
Q3 | $219K | Buy |
+1,604
| New | +$196K | 0.05% | 137 |
|
|
2023
Q4 | – | Sell |
-2,811
| Closed | -$220K | – | 144 |
|
|
2023
Q3 | $220K | Sell |
2,811
-574
| -17% | -$49.3K | 0.06% | 118 |
|
|
2023
Q2 | $283K | Sell |
3,385
-329
| -9% | -$27.9K | 0.08% | 108 |
|
|
2023
Q1 | $326K | Sell |
3,714
-239
| -6% | -$22.5K | 0.1% | 98 |
|
|
2022
Q4 | $396K | Buy |
3,953
+1,053
| +36% | +$107K | 0.13% | 81 |
|
|
2022
Q3 | $272K | Sell |
2,900
-479
| -14% | -$52.5K | 0.1% | 88 |
|
|
2022
Q2 | $366K | Hold |
3,379
| – | – | 0.13% | 77 |
|
|
2022
Q1 | $421K | Hold |
3,379
| – | – | 0.12% | 72 |
|
|
2021
Q4 | $502K | Hold |
3,379
| – | – | 0.13% | 65 |
|
|
2021
Q3 | $496K | Hold |
3,379
| – | – | 0.17% | 63 |
|
|
2021
Q2 | $561K | Sell |
3,379
-608
| -15% | -$101K | 0.19% | 54 |
|
|
2021
Q1 | $642K | Sell |
3,987
-102
| -2% | -$15.3K | 0.22% | 51 |
|
|
2020
Q4 | $598K | Sell |
4,089
-239
| -6% | -$33.9K | 0.22% | 53 |
|
|
2020
Q3 | $580K | Sell |
4,328
-120
| -3% | -$16.1K | 0.26% | 50 |
|
|
2020
Q2 | $580K | Hold |
4,448
| – | – | 0.24% | 47 |
|
|
2020
Q1 | $508K | Sell |
4,448
-239
| -5% | -$31.4K | 0.29% | 41 |
|
|
2019
Q4 | $691K | Sell |
4,687
-34
| -0.7% | -$4.76K | 0.29% | 36 |
|
|
2019
Q3 | $649K | Hold |
4,721
| – | – | 0.35% | 35 |
|
|
2019
Q2 | $684K | Sell |
4,721
-162
| -3% | -$24.9K | 0.36% | 32 |
|
|
2019
Q1 | $848K | Buy |
4,883
+239
| +5% | +$40.2K | 0.49% | 20 |
|
|
2018
Q4 | $740K | Sell |
4,644
-61
| -1% | -$10.1K | 0.48% | 22 |
|
|
2018
Q3 | $829K | Sell |
4,705
-63
| -1% | -$10.9K | 0.46% | 21 |
|
|
2018
Q2 | $784K | Sell |
4,768
-298
| -6% | -$50.9K | 0.48% | 17 |
|
|
2018
Q1 | $930K | Sell |
5,066
-162
| -3% | -$32.1K | 0.57% | 15 |
|
|
2017
Q4 | $1.02M | Buy |
+5,228
| New | +$1.01M | 0.6% | 19 |
|
Other funds holding MMM
VCM
VPM
