SIA
Soltis Investment Advisors’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $626K | Buy |
4,115
+280
| +7% | +$42.6K | 0.05% | 225 |
|
|
2025
Q1 | $563K | Sell |
3,835
-1,282
| -25% | -$188K | 0.05% | 226 |
|
|
2024
Q4 | $661K | Buy |
5,117
+138
| +3% | +$17.8K | 0.06% | 207 |
|
|
2024
Q3 | $681K | Sell |
4,979
-137
| -3% | -$18.7K | 0.07% | 190 |
|
|
2024
Q2 | $523K | Sell |
5,116
-1,300
| -20% | -$133K | 0.06% | 210 |
|
|
2024
Q1 | $681K | Sell |
6,416
-709
| -10% | -$75.2K | 0.08% | 173 |
|
|
2023
Q4 | $779K | Sell |
7,125
-1,004
| -12% | -$110K | 0.09% | 153 |
|
|
2023
Q3 | $761K | Buy |
8,129
+319
| +4% | +$29.9K | 0.1% | 142 |
|
|
2023
Q2 | $782K | Sell |
7,810
-331
| -4% | -$33.1K | 0.09% | 141 |
|
|
2023
Q1 | $856K | Sell |
8,141
-27,009
| -77% | -$2.84M | 0.11% | 138 |
|
|
2022
Q4 | $4.22M | Buy |
35,150
+489
| +1% | +$58.6K | 0.55% | 51 |
|
|
2022
Q3 | $3.83M | Buy |
34,661
+11,127
| +47% | +$1.23M | 0.58% | 40 |
|
|
2022
Q2 | $3.05M | Buy |
23,534
+8,678
| +58% | +$1.12M | 0.44% | 63 |
|
|
2022
Q1 | $2.21M | Buy |
14,856
+3,087
| +26% | +$460K | 0.31% | 73 |
|
|
2021
Q4 | $2.09M | Buy |
11,769
+434
| +4% | +$77.1K | 0.29% | 77 |
|
|
2021
Q3 | $1.99M | Buy |
11,335
+7,366
| +186% | +$1.29M | 0.31% | 66 |
|
|
2021
Q2 | $788K | Sell |
3,969
-200
| -5% | -$39.7K | 0.12% | 131 |
|
|
2021
Q1 | $803K | Sell |
4,169
-119
| -3% | -$22.9K | 0.15% | 114 |
|
|
2020
Q4 | $750K | Buy |
4,288
+115
| +3% | +$20.1K | 0.14% | 115 |
|
|
2020
Q3 | $668K | Buy |
4,173
+624
| +18% | +$99.9K | 0.16% | 112 |
|
|
2020
Q2 | $554K | Buy |
3,549
+135
| +4% | +$21.1K | 0.14% | 109 |
|
|
2020
Q1 | $466K | Buy |
3,414
+79
| +2% | +$10.8K | 0.14% | 81 |
|
|
2019
Q4 | $588K | Buy |
+3,335
| New | +$588K | 0.11% | 74 |
|