Sequoia Financial 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 | $12.4M | Sell |
81,397
-1,661
| -2% | -$253K | 0.08% | 166 |
|
|
2025
Q1 | $12.2M | Buy |
83,058
+42,654
| +106% | +$6.26M | 0.09% | 169 |
|
|
2024
Q4 | $5.22M | Buy |
40,404
+7,342
| +22% | +$948K | 0.05% | 249 |
|
|
2024
Q3 | $4.52M | Buy |
33,062
+3,759
| +13% | +$514K | 0.05% | 226 |
|
|
2024
Q2 | $2.99M | Sell |
29,303
-4,899
| -14% | -$501K | 0.04% | 256 |
|
|
2024
Q1 | $3.03M | Sell |
34,202
-6,101
| -15% | -$541K | 0.04% | 265 |
|
|
2023
Q4 | $3.68M | Buy |
40,303
+11,270
| +39% | +$1.03M | 0.05% | 248 |
|
|
2023
Q3 | $2.27M | Sell |
29,033
-1,091
| -4% | -$85.4K | 0.04% | 215 |
|
|
2023
Q2 | $2.52M | Sell |
30,124
-84,392
| -74% | -$7.06M | 0.04% | 210 |
|
|
2023
Q1 | $10.1M | Buy |
114,516
+10,727
| +10% | +$943K | 0.22% | 91 |
|
|
2022
Q4 | $10.4M | Buy |
103,789
+43,706
| +73% | +$4.38M | 0.26% | 77 |
|
|
2022
Q3 | $5.55M | Buy |
60,083
+5,932
| +11% | +$548K | 0.18% | 107 |
|
|
2022
Q2 | $5.86M | Buy |
54,151
+12,446
| +30% | +$1.35M | 0.17% | 103 |
|
|
2022
Q1 | $5.19M | Buy |
41,705
+15,290
| +58% | +$1.9M | 0.13% | 114 |
|
|
2021
Q4 | $3.92M | Buy |
26,415
+22,425
| +562% | +$3.33M | 0.11% | 125 |
|
|
2021
Q3 | $585K | Sell |
3,990
-9,988
| -71% | -$1.46M | 0.06% | 138 |
|
|
2021
Q2 | $2.32M | Buy |
13,978
+1,294
| +10% | +$215K | 0.08% | 141 |
|
|
2021
Q1 | $2.04M | Buy |
12,684
+403
| +3% | +$64.9K | 0.09% | 125 |
|
|
2020
Q4 | $1.8M | Buy |
12,281
+985
| +9% | +$144K | 0.08% | 132 |
|
|
2020
Q3 | $1.51M | Buy |
11,296
+479
| +4% | +$64.2K | 0.08% | 128 |
|
|
2020
Q2 | $1.41M | Sell |
10,817
-97
| -0.9% | -$12.7K | 0.08% | 116 |
|
|
2020
Q1 | $1.25M | Buy |
10,914
+2,609
| +31% | +$298K | 0.09% | 107 |
|
|
2019
Q4 | $1.23M | Buy |
8,305
+1,349
| +19% | +$199K | 0.08% | 126 |
|
|
2019
Q3 | $956K | Sell |
6,956
-1,865
| -21% | -$256K | 0.07% | 132 |
|
|
2019
Q2 | $1.28M | Buy |
8,821
+1,933
| +28% | +$280K | 0.1% | 111 |
|
|
2019
Q1 | $1.2M | Buy |
6,888
+512
| +8% | +$89K | 0.1% | 110 |
|
|
2018
Q4 | $1.02M | Buy |
6,376
+20
| +0.3% | +$3.19K | 0.12% | 101 |
|
|
2018
Q3 | $1.12M | Buy |
6,356
+57
| +0.9% | +$10K | 0.11% | 106 |
|
|
2018
Q2 | $1.04M | Sell |
6,299
-293
| -4% | -$48.2K | 0.11% | 108 |
|
|
2018
Q1 | $1.21M | Buy |
6,592
+2,297
| +53% | +$422K | 0.13% | 101 |
|
|
2017
Q4 | $845K | Buy |
4,295
+452
| +12% | +$88.9K | 0.09% | 123 |
|
|
2017
Q3 | $674K | Buy |
3,843
+317
| +9% | +$55.6K | 0.08% | 128 |
|
|
2017
Q2 | $614K | Sell |
3,526
-21
| -0.6% | -$3.66K | 0.08% | 133 |
|
|
2017
Q1 | $567K | Sell |
3,547
-16
| -0.4% | -$2.56K | 0.07% | 129 |
|
|
2016
Q4 | $532K | Buy |
3,563
+1,679
| +89% | +$251K | 0.08% | 130 |
|
|
2016
Q3 | $278K | Sell |
1,884
-268
| -12% | -$39.5K | 0.05% | 179 |
|
|
2016
Q2 | $315K | Buy |
2,152
+17
| +0.8% | +$2.49K | 0.09% | 163 |
|
|
2016
Q1 | $297K | Buy |
+2,135
| New | +$297K | 0.1% | 138 |
|
|
2015
Q2 | – | Sell |
-1,778
| Closed | -$245K | – | 198 |
|
|
2015
Q1 | $245K | Buy |
+1,778
| New | +$245K | 0.11% | 153 |
|
|
2014
Q3 | – | Sell |
-1,746
| Closed | -$209K | – | 175 |
|
|
2014
Q2 | $209K | Buy |
+1,746
| New | +$209K | 0.16% | 148 |
|