Simon Quick 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 | $771K | Buy |
5,066
+1,156
| +30% | +$176K | 0.03% | 306 |
|
|
2025
Q1 | $574K | Buy |
3,910
+594
| +18% | +$87.2K | 0.03% | 268 |
|
|
2024
Q4 | $428K | Buy |
3,316
+1,063
| +47% | +$137K | 0.03% | 274 |
|
|
2024
Q3 | $308K | Buy |
+2,253
| New | +$308K | 0.02% | 321 |
|
|
2023
Q4 | – | Sell |
-2,558
| Closed | -$200K | – | 366 |
|
|
2023
Q3 | $200K | Buy |
+2,558
| New | +$200K | 0.02% | 309 |
|
|
2022
Q2 | – | Sell |
-1,537
| Closed | -$191K | – | 315 |
|
|
2022
Q1 | $191K | Sell |
1,537
-1,509
| -50% | -$188K | 0.05% | 109 |
|
|
2021
Q4 | $452K | Sell |
3,046
-335
| -10% | -$49.7K | 0.12% | 74 |
|
|
2021
Q3 | $495K | Sell |
3,381
-77
| -2% | -$11.3K | 0.13% | 76 |
|
|
2021
Q2 | $574K | Buy |
3,458
+955
| +38% | +$159K | 0.15% | 61 |
|
|
2021
Q1 | $403K | Sell |
2,503
-517
| -17% | -$83.2K | 0.12% | 69 |
|
|
2020
Q4 | $441K | Sell |
3,020
-269
| -8% | -$39.3K | 0.13% | 66 |
|
|
2020
Q3 | $440K | Buy |
3,289
+48
| +1% | +$6.42K | 0.13% | 53 |
|
|
2020
Q2 | $423K | Buy |
3,241
+119
| +4% | +$15.5K | 0.16% | 49 |
|
|
2020
Q1 | $356K | Buy |
3,122
+1,009
| +48% | +$115K | 0.13% | 53 |
|
|
2019
Q4 | $312K | Buy |
2,113
+117
| +6% | +$17.3K | 0.11% | 68 |
|
|
2019
Q3 | $274K | Hold |
1,996
| – | – | 0.12% | 55 |
|
|
2019
Q2 | $289K | Hold |
1,996
| – | – | 0.15% | 47 |
|
|
2019
Q1 | $347K | Buy |
1,996
+35
| +2% | +$6.09K | 0.14% | 49 |
|
|
2018
Q4 | $312K | Hold |
1,961
| – | – | 0.11% | 53 |
|
|
2018
Q3 | $346K | Sell |
1,961
-109
| -5% | -$19.2K | 0.14% | 49 |
|
|
2018
Q2 | $340K | Buy |
2,070
+38
| +2% | +$6.24K | 0.14% | 52 |
|
|
2018
Q1 | $373K | Sell |
2,032
-1,275
| -39% | -$234K | 0.16% | 52 |
|
|
2017
Q4 | $693K | Buy |
3,307
+71
| +2% | +$14.9K | 0.31% | 40 |
|
|
2017
Q3 | $568K | Buy |
3,236
+1,275
| +65% | +$224K | 0.21% | 56 |
|
|
2017
Q2 | $341K | Hold |
1,961
| – | – | 0.19% | 48 |
|
|
2017
Q1 | $314K | Hold |
1,961
| – | – | 0.19% | 57 |
|
|
2016
Q4 | $293K | Buy |
+1,961
| New | +$293K | 0.22% | 72 |
|