Rise 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 | $51.4K | Sell |
338
-1
| -0.3% | -$152 | 0.02% | 229 |
|
2025
Q1 | $49.8K | Sell |
339
-23
| -6% | -$3.38K | 0.02% | 226 |
|
2024
Q4 | $46.8K | Sell |
362
-25
| -6% | -$3.23K | 0.02% | 242 |
|
2024
Q3 | $52.9K | Buy |
387
+2
| +0.5% | +$273 | 0.03% | 229 |
|
2024
Q2 | $39.3K | Sell |
385
-141
| -27% | -$14.4K | 0.02% | 281 |
|
2024
Q1 | $46.7K | Sell |
526
-2,604
| -83% | -$231K | 0.02% | 243 |
|
2023
Q4 | $286K | Buy |
3,130
+11
| +0.4% | +$1.01K | 0.2% | 50 |
|
2023
Q3 | $244K | Buy |
3,119
+253
| +9% | +$19.8K | 0.19% | 46 |
|
2023
Q2 | $240K | Buy |
2,866
+163
| +6% | +$13.6K | 0.19% | 56 |
|
2023
Q1 | $238K | Buy |
2,703
+687
| +34% | +$60.4K | 0.18% | 56 |
|
2022
Q4 | $202K | Buy |
2,016
+160
| +9% | +$16K | 0.16% | 62 |
|
2022
Q3 | $171K | Buy |
1,856
+45
| +2% | +$4.15K | 0.14% | 67 |
|
2022
Q2 | $196K | Buy |
1,811
+299
| +20% | +$32.4K | 0.2% | 62 |
|
2022
Q1 | $188K | Buy |
1,512
+519
| +52% | +$64.5K | 0.17% | 69 |
|
2021
Q4 | $147K | Buy |
+993
| New | +$147K | 0.14% | 78 |
|