Rothschild Investment LLC’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.16M | Sell |
27,350
-353
| -1% | -$53.7K | 0.26% | 91 |
|
|
2025
Q1 | $4.07M | Buy |
27,703
+544
| +2% | +$79.9K | 0.27% | 85 |
|
|
2024
Q4 | $3.51M | Buy |
27,159
+1,787
| +7% | +$231K | 0.23% | 98 |
|
|
2024
Q3 | $3.47M | Buy |
25,372
+1,187
| +5% | +$162K | 0.23% | 101 |
|
|
2024
Q2 | $2.47M | Buy |
24,185
+2,589
| +12% | +$265K | 0.17% | 120 |
|
|
2024
Q1 | $1.92M | Buy |
21,596
+335
| +2% | +$29.7K | 0.14% | 139 |
|
|
2023
Q4 | $1.94M | Buy |
21,261
+4,358
| +26% | +$398K | 0.16% | 118 |
|
|
2023
Q3 | $1.32M | Buy |
16,903
+3,714
| +28% | +$291K | 0.11% | 169 |
|
|
2023
Q2 | $1.1M | Buy |
13,189
+111
| +0.8% | +$9.29K | 0.09% | 206 |
|
|
2023
Q1 | $1.15M | Buy |
13,078
+489
| +4% | +$43K | 0.1% | 192 |
|
|
2022
Q4 | $1.26M | Buy |
12,589
+1,544
| +14% | +$155K | 0.12% | 177 |
|
|
2022
Q3 | $1.02M | Sell |
11,045
-957
| -8% | -$88.4K | 0.1% | 197 |
|
|
2022
Q2 | $1.3M | Hold |
12,002
| – | – | 0.12% | 176 |
|
|
2022
Q1 | $1.49M | Buy |
12,002
+156
| +1% | +$19.4K | 0.12% | 178 |
|
|
2021
Q4 | $1.76M | Hold |
11,846
| – | – | 0.14% | 149 |
|
|
2021
Q3 | $1.74M | Sell |
11,846
-5,190
| -30% | -$761K | 0.15% | 146 |
|
|
2021
Q2 | $2.83M | Sell |
17,036
-85
| -0.5% | -$14.1K | 0.23% | 106 |
|
|
2021
Q1 | $2.76M | Buy |
17,121
+803
| +5% | +$129K | 0.24% | 105 |
|
|
2020
Q4 | $2.39M | Sell |
16,318
-159
| -1% | -$23.2K | 0.23% | 105 |
|
|
2020
Q3 | $2.21M | Buy |
16,477
+207
| +1% | +$27.7K | 0.24% | 98 |
|
|
2020
Q2 | $2.12M | Buy |
16,270
+1,237
| +8% | +$161K | 0.26% | 100 |
|
|
2020
Q1 | $1.72M | Buy |
15,033
+476
| +3% | +$54.3K | 0.22% | 112 |
|
|
2019
Q4 | $2.15M | Hold |
14,557
| – | – | 0.21% | 120 |
|
|
2019
Q3 | $2M | Hold |
14,557
| – | – | 0.23% | 113 |
|
|
2019
Q2 | $2.11M | Sell |
14,557
-375
| -3% | -$54.4K | 0.25% | 110 |
|
|
2019
Q1 | $2.59M | Buy |
14,932
+269
| +2% | +$46.7K | 0.3% | 94 |
|
|
2018
Q4 | $2.34M | Sell |
14,663
-258
| -2% | -$41.1K | 0.31% | 90 |
|
|
2018
Q3 | $2.63M | Sell |
14,921
-384
| -3% | -$67.7K | 0.31% | 88 |
|
|
2018
Q2 | $2.52M | Buy |
15,305
+406
| +3% | +$66.8K | 0.32% | 88 |
|
|
2018
Q1 | $2.74M | Sell |
14,899
-478
| -3% | -$87.7K | 0.35% | 75 |
|
|
2017
Q4 | $3.03M | Sell |
15,377
-957
| -6% | -$188K | 0.33% | 69 |
|
|
2017
Q3 | $2.87M | Sell |
16,334
-3,212
| -16% | -$564K | 0.32% | 70 |
|
|
2017
Q2 | $3.4M | Sell |
19,546
-2,093
| -10% | -$364K | 0.39% | 62 |
|
|
2017
Q1 | $3.46M | Sell |
21,639
-1,037
| -5% | -$166K | 0.4% | 60 |
|
|
2016
Q4 | $3.39M | Sell |
22,676
-98
| -0.4% | -$14.6K | 0.41% | 63 |
|
|
2016
Q3 | $3.36M | Sell |
22,774
-2,273
| -9% | -$335K | 0.41% | 68 |
|
|
2016
Q2 | $3.67M | Sell |
25,047
-471
| -2% | -$69K | 0.47% | 63 |
|
|
2016
Q1 | $3.56M | Sell |
25,518
-2,165
| -8% | -$302K | 0.46% | 63 |
|
|
2015
Q4 | $3.49M | Sell |
27,683
-1,483
| -5% | -$187K | 0.44% | 66 |
|
|
2015
Q3 | $3.46M | Hold |
29,166
| – | – | 0.46% | 59 |
|
|
2015
Q2 | $3.76M | Buy |
29,166
+604
| +2% | +$77.9K | 0.44% | 59 |
|
|
2015
Q1 | $3.94M | Sell |
28,562
-1,065
| -4% | -$147K | 0.46% | 58 |
|
|
2014
Q4 | $4.07M | Buy |
29,627
+1,199
| +4% | +$165K | 0.49% | 52 |
|
|
2014
Q3 | $3.37M | Sell |
28,428
-673
| -2% | -$79.7K | 0.41% | 62 |
|
|
2014
Q2 | $3.49M | Sell |
29,101
-3,210
| -10% | -$384K | 0.45% | 62 |
|
|
2014
Q1 | $3.67M | Hold |
32,311
| – | – | 0.5% | 58 |
|
|
2013
Q4 | $3.79M | Sell |
32,311
-1,776
| -5% | -$208K | 0.52% | 54 |
|
|
2013
Q3 | $3.4M | Sell |
34,087
-359
| -1% | -$35.8K | 0.5% | 56 |
|
|
2013
Q2 | $3.15M | Buy |
+34,446
| New | +$3.15M | 0.51% | 51 |
|