Ritholtz Wealth Management’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.68M | Sell |
11,032
-155
| -1% | -$23.6K | 0.04% | 338 |
|
|
2025
Q1 | $1.64M | Buy |
11,187
+1,498
| +15% | +$220K | 0.05% | 290 |
|
|
2024
Q4 | $1.25M | Buy |
9,689
+2,061
| +27% | +$266K | 0.04% | 318 |
|
|
2024
Q3 | $1.04M | Buy |
7,628
+2,768
| +57% | +$378K | 0.03% | 365 |
|
|
2024
Q2 | $497K | Buy |
4,860
+106
| +2% | +$10.8K | 0.02% | 528 |
|
|
2024
Q1 | $422K | Sell |
4,754
-18,704
| -80% | -$1.66M | 0.01% | 557 |
|
|
2023
Q4 | $2.14M | Sell |
23,458
-5,900
| -20% | -$539K | 0.08% | 156 |
|
|
2023
Q3 | $2.3M | Buy |
29,358
+1,004
| +4% | +$78.6K | 0.1% | 119 |
|
|
2023
Q2 | $2.37M | Buy |
28,354
+19,233
| +211% | +$1.61M | 0.11% | 113 |
|
|
2023
Q1 | $802K | Sell |
9,121
-27,743
| -75% | -$2.44M | 0.04% | 315 |
|
|
2022
Q4 | $3.7M | Buy |
36,864
+26,586
| +259% | +$2.67M | 0.21% | 73 |
|
|
2022
Q3 | $950K | Buy |
10,278
+5,721
| +126% | +$529K | 0.05% | 254 |
|
|
2022
Q2 | $493K | Sell |
4,557
-391
| -8% | -$42.3K | 0.03% | 319 |
|
|
2022
Q1 | $616K | Buy |
4,948
+20
| +0.4% | +$2.49K | 0.04% | 270 |
|
|
2021
Q4 | $732K | Buy |
4,928
+677
| +16% | +$101K | 0.05% | 226 |
|
|
2021
Q3 | $623K | Sell |
4,251
-272
| -6% | -$39.9K | 0.04% | 223 |
|
|
2021
Q2 | $751K | Buy |
4,523
+197
| +5% | +$32.7K | 0.05% | 189 |
|
|
2021
Q1 | $697K | Buy |
4,326
+618
| +17% | +$99.6K | 0.06% | 160 |
|
|
2020
Q4 | $542K | Buy |
3,708
+1,050
| +40% | +$153K | 0.05% | 154 |
|
|
2020
Q3 | $356K | Buy |
2,658
+339
| +15% | +$45.4K | 0.04% | 182 |
|
|
2020
Q2 | $302K | Buy |
+2,319
| New | +$302K | 0.04% | 177 |
|
|
2020
Q1 | – | Sell |
-1,499
| Closed | -$221K | – | 190 |
|
|
2019
Q4 | $221K | Buy |
+1,499
| New | +$221K | 0.03% | 129 |
|
|
2019
Q3 | – | Sell |
-1,424
| Closed | -$206K | – | 139 |
|
|
2019
Q2 | $206K | Buy |
+1,424
| New | +$206K | 0.04% | 120 |
|
|
2018
Q4 | – | Sell |
-2,104
| Closed | -$371K | – | 129 |
|
|
2018
Q3 | $371K | Sell |
2,104
-483
| -19% | -$85.2K | 0.09% | 81 |
|
|
2018
Q2 | $426K | Buy |
2,587
+6
| +0.2% | +$988 | 0.12% | 67 |
|
|
2018
Q1 | $474K | Buy |
2,581
+666
| +35% | +$122K | 0.14% | 61 |
|
|
2017
Q4 | $377K | Buy |
+1,915
| New | +$377K | 0.11% | 77 |
|