RIS
Retirement Income Solutions’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $252K | Buy |
1,654
+50
| +3% | +$7.61K | 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 | +$219K | 0.05% | 137 |
|
|
2023
Q4 | – | Sell |
-2,350
| Closed | -$220K | – | 144 |
|
|
2023
Q3 | $220K | Sell |
2,350
-480
| -17% | -$44.9K | 0.06% | 118 |
|
|
2023
Q2 | $283K | Sell |
2,830
-275
| -9% | -$27.5K | 0.08% | 108 |
|
|
2023
Q1 | $326K | Sell |
3,105
-200
| -6% | -$21K | 0.1% | 98 |
|
|
2022
Q4 | $396K | Buy |
3,305
+880
| +36% | +$106K | 0.13% | 81 |
|
|
2022
Q3 | $272K | Sell |
2,425
-400
| -14% | -$44.9K | 0.1% | 88 |
|
|
2022
Q2 | $366K | Hold |
2,825
| – | – | 0.13% | 77 |
|
|
2022
Q1 | $421K | Hold |
2,825
| – | – | 0.12% | 72 |
|
|
2021
Q4 | $502K | Hold |
2,825
| – | – | 0.13% | 65 |
|
|
2021
Q3 | $496K | Hold |
2,825
| – | – | 0.17% | 63 |
|
|
2021
Q2 | $561K | Sell |
2,825
-509
| -15% | -$101K | 0.19% | 54 |
|
|
2021
Q1 | $642K | Sell |
3,334
-85
| -2% | -$16.4K | 0.22% | 51 |
|
|
2020
Q4 | $598K | Sell |
3,419
-200
| -6% | -$35K | 0.22% | 53 |
|
|
2020
Q3 | $580K | Sell |
3,619
-100
| -3% | -$16K | 0.26% | 50 |
|
|
2020
Q2 | $580K | Hold |
3,719
| – | – | 0.24% | 47 |
|
|
2020
Q1 | $508K | Sell |
3,719
-200
| -5% | -$27.3K | 0.29% | 41 |
|
|
2019
Q4 | $691K | Sell |
3,919
-28
| -0.7% | -$4.94K | 0.29% | 36 |
|
|
2019
Q3 | $649K | Hold |
3,947
| – | – | 0.35% | 35 |
|
|
2019
Q2 | $684K | Sell |
3,947
-136
| -3% | -$23.6K | 0.36% | 32 |
|
|
2019
Q1 | $848K | Buy |
4,083
+200
| +5% | +$41.5K | 0.49% | 20 |
|
|
2018
Q4 | $740K | Sell |
3,883
-51
| -1% | -$9.72K | 0.48% | 22 |
|
|
2018
Q3 | $829K | Sell |
3,934
-53
| -1% | -$11.2K | 0.46% | 21 |
|
|
2018
Q2 | $784K | Sell |
3,987
-249
| -6% | -$49K | 0.48% | 17 |
|
|
2018
Q1 | $930K | Sell |
4,236
-135
| -3% | -$29.6K | 0.57% | 15 |
|
|
2017
Q4 | $1.02M | Buy |
+4,371
| New | +$1.02M | 0.6% | 19 |
|