Sarah T. Connolly’s 3M MMM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-9,993
| Closed | -$782K | – | 60 |
|
2023
Q3 | $782K | Sell |
9,993
-143
| -1% | -$11.2K | 0.52% | 56 |
|
2023
Q2 | $848K | Hold |
10,136
| – | – | 0.51% | 59 |
|
2023
Q1 | $891K | Sell |
10,136
-36
| -0.4% | -$3.16K | 0.56% | 61 |
|
2022
Q4 | $1.02M | Sell |
10,172
-138
| -1% | -$13.8K | 0.69% | 56 |
|
2022
Q3 | $953K | Hold |
10,310
| – | – | 0.7% | 54 |
|
2022
Q2 | $1.12M | Hold |
10,310
| – | – | 0.76% | 52 |
|
2022
Q1 | $1.28M | Hold |
10,310
| – | – | 0.75% | 47 |
|
2021
Q4 | $1.53M | Sell |
10,310
-340
| -3% | -$50.5K | 0.85% | 43 |
|
2021
Q3 | $1.56M | Hold |
10,650
| – | – | 1.28% | 28 |
|
2021
Q2 | $1.77M | Buy |
10,650
+149
| +1% | +$24.7K | 1.44% | 24 |
|
2021
Q1 | $1.69M | Sell |
10,501
-66
| -0.6% | -$10.6K | 1.5% | 22 |
|
2020
Q4 | $1.54M | Buy |
+10,567
| New | +$1.54M | 1.41% | 23 |
|