SAM
Simplify Asset Management’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $244K | Sell |
1,606
-164
| -9% | -$25K | 0.01% | 84 |
|
|
2025
Q1 | $260K | Sell |
1,770
-24,101
| -93% | -$3.54M | 0.01% | 87 |
|
|
2024
Q4 | $3.34M | Sell |
25,871
-13,563
| -34% | -$1.75M | 0.17% | 36 |
|
|
2024
Q3 | $5.39M | Buy |
39,434
+4,583
| +13% | +$626K | 0.25% | 30 |
|
|
2024
Q2 | $3.56M | Buy |
34,851
+10,321
| +42% | +$1.05M | 0.24% | 28 |
|
|
2024
Q1 | $2.18M | Buy |
+24,530
| New | +$2.18M | 0.13% | 45 |
|