SIM
Sonora Investment Management’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $6.53M | Buy |
37,228
+727
| +2% | +$128K | 0.82% | 47 |
|
|
2021
Q2 | $7.25M | Buy |
36,501
+1,600
| +5% | +$318K | 0.95% | 39 |
|
|
2021
Q1 | $6.73M | Buy |
34,901
+3,153
| +10% | +$608K | 0.53% | 72 |
|
|
2020
Q4 | $5.55M | Buy |
31,748
+2,963
| +10% | +$518K | 0.46% | 76 |
|
|
2020
Q3 | $4.61M | Buy |
28,785
+2,152
| +8% | +$345K | 0.43% | 75 |
|
|
2020
Q2 | $4.15M | Buy |
26,633
+1,200
| +5% | +$187K | 0.43% | 71 |
|
|
2020
Q1 | $3.47M | Sell |
25,433
-9,574
| -27% | -$1.31M | 0.41% | 71 |
|
|
2019
Q4 | $6.18M | Buy |
35,007
+7,842
| +29% | +$1.38M | 0.58% | 61 |
|
|
2019
Q3 | $4.47M | Buy |
27,165
+4,647
| +21% | +$764K | 0.47% | 76 |
|
|
2019
Q2 | $3.9M | Buy |
22,518
+4,818
| +27% | +$835K | 0.44% | 75 |
|
|
2019
Q1 | $3.68M | Buy |
17,700
+3,461
| +24% | +$719K | 0.45% | 73 |
|
|
2018
Q4 | $2.71M | Buy |
14,239
+1,139
| +9% | +$217K | 0.39% | 71 |
|
|
2018
Q3 | $2.76M | Buy |
13,100
+1,061
| +9% | +$224K | 0.38% | 79 |
|
|
2018
Q2 | $2.37M | Sell |
12,039
-529
| -4% | -$104K | 0.37% | 77 |
|
|
2018
Q1 | $2.76M | Buy |
12,568
+486
| +4% | +$107K | 0.44% | 72 |
|
|
2017
Q4 | $2.84M | Buy |
12,082
+36
| +0.3% | +$8.47K | 0.46% | 69 |
|
|
2017
Q3 | $2.53M | Sell |
12,046
-86
| -0.7% | -$18.1K | 0.44% | 71 |
|
|
2017
Q2 | $2.53M | Buy |
12,132
+245
| +2% | +$51K | 0.48% | 65 |
|
|
2017
Q1 | $2.27M | Sell |
11,887
-135
| -1% | -$25.8K | 0.44% | 71 |
|
|
2016
Q4 | $2.15M | Sell |
12,022
-394
| -3% | -$70.4K | 0.44% | 67 |
|
|
2016
Q3 | $2.19M | Buy |
12,416
+363
| +3% | +$64K | 0.46% | 63 |
|
|
2016
Q2 | $2.11M | Buy |
12,053
+296
| +3% | +$51.8K | 0.48% | 59 |
|
|
2016
Q1 | $1.98M | Buy |
11,757
+782
| +7% | +$132K | 0.48% | 57 |
|
|
2015
Q4 | $1.65M | Buy |
10,975
+3,558
| +48% | +$536K | 0.43% | 70 |
|
|
2015
Q3 | $1.04M | Buy |
+7,417
| New | +$1.04M | 0.31% | 71 |
|