Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$319K Sell
2,473
-171
-6% -$22.4K 0.08% 189
2024
Q3
$363K Sell
2,644
-433
-14% -$53K 0.08% 189
2024
Q2
$314K Sell
3,077
-716
-19% -$69.8K 0.08% 194
2024
Q1
$336K Buy
3,793
+15
+0.4% +$1.24K 0.09% 177
2023
Q4
$345K Sell
3,778
-55
-1% -$4.41K 0.1% 168
2023
Q3
$300K Sell
3,833
-25
-0.6% -$2.15K 0.1% 176
2023
Q2
$323K Sell
3,858
-278
-7% -$23.6K 0.1% 168
2023
Q1
$363K Sell
4,136
-52
-1% -$4.9K 0.12% 158
2022
Q4
$420K Buy
4,188
+4
+0.1% +$408 0.15% 141
2022
Q3
$386K Sell
4,184
-3,047
-42% -$334K 0.15% 131
2022
Q2
$782K Sell
7,231
-249
-3% -$30.1K 0.29% 82
2022
Q1
$931K Sell
7,480
-241
-3% -$32K 0.3% 77
2021
Q4
$1.15M Buy
7,721
+123
+2% +$18.3K 0.35% 68
2021
Q3
$1.11M Buy
7,598
+67
+0.9% +$10.9K 0.36% 73
2021
Q2
$1.25M Buy
7,531
+2
+0% +$334 0.41% 61
2021
Q1
$1.21M Buy
7,529
+10
+0.1% +$1.5K 0.43% 59
2020
Q4
$1.1M Buy
7,519
+6
+0.1% +$852 0.42% 58
2020
Q3
$1.01M Buy
7,513
+244
+3% +$32.8K 0.42% 49
2020
Q2
$948K Buy
7,269
+2,856
+65% +$360K 0.43% 55
2020
Q1
$504K Buy
4,413
+226
+5% +$29.7K 0.26% 77
2019
Q4
$618K Sell
4,187
-71
-2% -$9.94K 0.26% 89
2019
Q3
$585K Buy
4,258
+242
+6% +$33.8K 0.26% 88
2019
Q2
$582K Buy
4,016
+40
+1% +$6.16K 0.28% 94
2019
Q1
$691K Hold
3,976
0.3% 82
2018
Q4
$633K Buy
3,976
+76
+2% +$12.6K 0.31% 82
2018
Q3
$687K Sell
3,900
-180
-4% -$31K 0.31% 84
2018
Q2
$671K Buy
4,080
+348
+9% +$59.4K 0.32% 94
2018
Q1
$685K Buy
3,732
+639
+21% +$127K 0.33% 92
2017
Q4
$609K Sell
3,093
-68
-2% -$13.1K 0.29% 98
2017
Q3
$554K Buy
+3,161
New +$548K 0.28% 100
2017
Q1
Sell
-4,353
Closed -$650K 192
2016
Q4
$650K Sell
4,353
-250
-5% -$36.1K 0.17% 123
2016
Q3
$678K Buy
4,603
+864
+23% +$129K 0.18% 102
2016
Q2
$547K Buy
3,739
+1
+0% +$141 0.23% 89
2016
Q1
$521K Sell
3,738
-15
-0.4% -$1.93K 0.22% 93
2015
Q4
$473K Buy
3,753
+13
+0.3% +$1.67K 0.21% 93
2015
Q3
$443K Buy
3,740
+665
+22% +$81.8K 0.2% 95
2015
Q2
$424K Hold
3,075
0.18% 106
2015
Q1
$424K Buy
3,075
+599
+24% +$82.5K 0.18% 106
2014
Q4
$340K Sell
2,476
-1,912
-44% -$245K 0.15% 111
2014
Q3
$520K Sell
4,388
-599
-12% -$72K 0.25% 83
2014
Q2
$597K Buy
4,987
+300
+6% +$35.2K 0.27% 81
2014
Q1
$532K Sell
4,687
-407
-8% -$45.2K 0.25% 82
2013
Q4
$597K Sell
5,094
-87,130
-94% -$9.28M 0.27% 81
2013
Q3
$1.7M Buy
+92,224
New +$8.97M 1.08% 36

Other funds holding MMM