SCA
Sage Capital Advisors’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.33M | Hold |
8,751
| – | – | 0.33% | 65 |
|
|
2025
Q1 | $1.29M | Buy |
8,751
+171
| +2% | +$25.1K | 0.34% | 62 |
|
|
2024
Q4 | $1.11M | Hold |
8,580
| – | – | 0.29% | 58 |
|
|
2024
Q3 | $1.17M | Hold |
8,580
| – | – | 0.31% | 60 |
|
|
2024
Q2 | $877K | Sell |
8,580
-17
| -0.2% | -$1.74K | 0.25% | 66 |
|
|
2024
Q1 | $912K | Sell |
8,597
-22,005
| -72% | -$2.33M | 0.26% | 65 |
|
|
2023
Q4 | $3.35M | Sell |
30,602
-893
| -3% | -$97.6K | 1.08% | 32 |
|
|
2023
Q3 | $2.95M | Buy |
31,495
+659
| +2% | +$61.7K | 1.08% | 32 |
|
|
2023
Q2 | $3.09M | Sell |
30,836
-43,612
| -59% | -$4.37M | 1.08% | 33 |
|
|
2023
Q1 | $7.83M | Sell |
74,448
-10,190
| -12% | -$1.07M | 2.98% | 3 |
|
|
2022
Q4 | $10.1M | Sell |
84,638
-784
| -0.9% | -$94K | 4.48% | 2 |
|
|
2022
Q3 | $9.44M | Sell |
85,422
-658
| -0.8% | -$72.7K | 4.81% | 3 |
|
|
2022
Q2 | $11.1M | Buy |
86,080
+111
| +0.1% | +$14.4K | 5.32% | 2 |
|
|
2022
Q1 | $12.9M | Sell |
85,969
-122
| -0.1% | -$18.3K | 5.23% | 2 |
|
|
2021
Q4 | $15.4M | Buy |
86,091
+1,435
| +2% | +$256K | 5.83% | 2 |
|
|
2021
Q3 | $14.9M | Buy |
84,656
+354
| +0.4% | +$62.1K | 6.32% | 2 |
|
|
2021
Q2 | $16.9M | Buy |
84,302
+1,737
| +2% | +$349K | 6.91% | 2 |
|
|
2021
Q1 | $15.9M | Buy |
82,565
+102
| +0.1% | +$19.7K | 7.13% | 2 |
|
|
2020
Q4 | $14.6M | Buy |
82,463
+82
| +0.1% | +$14.5K | 7.2% | 2 |
|
|
2020
Q3 | $13.2M | Buy |
82,381
+122
| +0.1% | +$19.5K | 8.05% | 2 |
|
|
2020
Q2 | $12.8M | Buy |
82,259
+6,772
| +9% | +$1.06M | 8.24% | 2 |
|
|
2020
Q1 | $10.3M | Buy |
75,487
+744
| +1% | +$102K | 8.43% | 2 |
|
|
2019
Q4 | $13.2M | Buy |
74,743
+239
| +0.3% | +$42.2K | 8.37% | 1 |
|
|
2019
Q3 | $12.2M | Buy |
74,504
+228
| +0.3% | +$37.5K | 9.24% | 1 |
|
|
2019
Q2 | $12.9M | Sell |
74,276
-4,138
| -5% | -$716K | 8.9% | 1 |
|
|
2019
Q1 | $16.3M | Buy |
78,414
+693
| +0.9% | +$144K | 10.47% | 1 |
|
|
2018
Q4 | $14.8M | Buy |
77,721
+95
| +0.1% | +$18.1K | 11.17% | 1 |
|
|
2018
Q3 | $16.4M | Buy |
77,626
+107
| +0.1% | +$22.5K | 10.22% | 1 |
|
|
2018
Q2 | $15.2M | Buy |
77,519
+117
| +0.2% | +$23K | 10.66% | 1 |
|
|
2018
Q1 | $17M | Buy |
77,402
+180
| +0.2% | +$39.5K | 12.02% | 1 |
|
|
2017
Q4 | $18.2M | Buy |
77,222
+181
| +0.2% | +$42.6K | 11.78% | 1 |
|
|
2017
Q3 | $16.2M | Buy |
77,041
+2,632
| +4% | +$552K | 11.36% | 1 |
|
|
2017
Q2 | $15.5M | Buy |
+74,409
| New | +$15.5M | 11.38% | 1 |
|