SWK
Stephen W. Kidder’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $930K | Buy |
6,112
+212
| +4% | +$32.3K | 0.28% | 46 |
|
|
2025
Q1 | $866K | Hold |
5,900
| – | – | 0.27% | 43 |
|
|
2024
Q4 | $762K | Hold |
5,900
| – | – | 0.23% | 43 |
|
|
2024
Q3 | $807K | Sell |
5,900
-300
| -5% | -$41K | 0.24% | 42 |
|
|
2024
Q2 | $634K | Hold |
6,200
| – | – | 0.2% | 48 |
|
|
2024
Q1 | $658K | Sell |
6,200
-350
| -5% | -$37.1K | 0.21% | 48 |
|
|
2023
Q4 | $716K | Sell |
6,550
-650
| -9% | -$71.1K | 0.23% | 46 |
|
|
2023
Q3 | $674K | Sell |
7,200
-150
| -2% | -$14K | 0.23% | 49 |
|
|
2023
Q2 | $736K | Sell |
7,350
-195
| -3% | -$19.5K | 0.24% | 50 |
|
|
2023
Q1 | $793K | Sell |
7,545
-530
| -7% | -$55.7K | 0.28% | 50 |
|
|
2022
Q4 | $968K | Buy |
+8,075
| New | +$968K | 0.35% | 43 |
|
|
2022
Q3 | – | Sell |
-2,870
| Closed | -$371K | – | 68 |
|
|
2022
Q2 | $371K | Sell |
2,870
-925
| -24% | -$120K | 0.14% | 55 |
|
|
2022
Q1 | $564K | Sell |
3,795
-986
| -21% | -$147K | 0.18% | 52 |
|
|
2021
Q4 | $851K | Sell |
4,781
-3,275
| -41% | -$583K | 0.26% | 45 |
|
|
2021
Q3 | $1.41M | Sell |
8,056
-2,405
| -23% | -$422K | 0.44% | 40 |
|
|
2021
Q2 | $2.08M | Sell |
10,461
-6,730
| -39% | -$1.34M | 0.64% | 39 |
|
|
2021
Q1 | $3.31M | Sell |
17,191
-6,464
| -27% | -$1.24M | 1.07% | 35 |
|
|
2020
Q4 | $4.13M | Sell |
23,655
-2,174
| -8% | -$380K | 1.38% | 29 |
|
|
2020
Q3 | $4.14M | Sell |
25,829
-4,550
| -15% | -$729K | 1.47% | 28 |
|
|
2020
Q2 | $4.74M | Sell |
30,379
-2,165
| -7% | -$338K | 1.81% | 25 |
|
|
2020
Q1 | $4.44M | Sell |
32,544
-5,633
| -15% | -$769K | 2.02% | 22 |
|
|
2019
Q4 | $6.73M | Sell |
38,177
-978
| -2% | -$173K | 2.48% | 20 |
|
|
2019
Q3 | $6.44M | Sell |
39,155
-50
| -0.1% | -$8.22K | 2.54% | 19 |
|
|
2019
Q2 | $6.8M | Sell |
39,205
-232
| -0.6% | -$40.2K | 2.72% | 18 |
|
|
2019
Q1 | $8.2M | Sell |
39,437
-3,875
| -9% | -$805K | 3.33% | 9 |
|
|
2018
Q4 | $8.25M | Sell |
43,312
-2,094
| -5% | -$399K | 3.64% | 7 |
|
|
2018
Q3 | $9.57M | Sell |
45,406
-426
| -0.9% | -$89.8K | 3.49% | 8 |
|
|
2018
Q2 | $9.02M | Buy |
45,832
+35
| +0.1% | +$6.89K | 3.46% | 6 |
|
|
2018
Q1 | $10.1M | Sell |
45,797
-2,655
| -5% | -$583K | 3.84% | 4 |
|
|
2017
Q4 | $11.4M | Sell |
48,452
-3,453
| -7% | -$813K | 4.09% | 3 |
|
|
2017
Q3 | $10.9M | Sell |
51,905
-777
| -1% | -$163K | 4.01% | 3 |
|
|
2017
Q2 | $11M | Sell |
52,682
-2,948
| -5% | -$614K | 4.15% | 3 |
|
|
2017
Q1 | $10.6M | Sell |
55,630
-2,135
| -4% | -$409K | 4.09% | 3 |
|
|
2016
Q4 | $10.3M | Buy |
57,765
+50
| +0.1% | +$8.93K | 4.18% | 2 |
|
|
2016
Q3 | $10.2M | Sell |
57,715
-1,311
| -2% | -$231K | 4.04% | 2 |
|
|
2016
Q2 | $10.3M | Buy |
59,026
+1,290
| +2% | +$226K | 4.12% | 2 |
|
|
2016
Q1 | $9.62M | Buy |
57,736
+1,198
| +2% | +$200K | 3.9% | 3 |
|
|
2015
Q4 | $8.52M | Buy |
56,538
+9,281
| +20% | +$1.4M | 3.64% | 3 |
|
|
2015
Q3 | $6.7M | Sell |
47,257
-346
| -0.7% | -$49.1K | 3.36% | 4 |
|
|
2015
Q2 | $7.35M | Sell |
47,603
-567
| -1% | -$87.5K | 3.32% | 3 |
|
|
2015
Q1 | $7.95M | Sell |
48,170
-270
| -0.6% | -$44.5K | 3.44% | 3 |
|
|
2014
Q4 | $7.96M | Buy |
48,440
+665
| +1% | +$109K | 3.45% | 5 |
|
|
2014
Q3 | $6.77M | Buy |
47,775
+8,655
| +22% | +$1.23M | 3.08% | 5 |
|
|
2014
Q2 | $5.61M | Sell |
39,120
-1,715
| -4% | -$246K | 3.72% | 3 |
|
|
2014
Q1 | $5.54M | Sell |
40,835
-920
| -2% | -$125K | 3.73% | 2 |
|
|
2013
Q4 | $5.86M | Sell |
41,755
-800
| -2% | -$112K | 4.03% | 1 |
|
|
2013
Q3 | $5.08M | Sell |
42,555
-1,312
| -3% | -$157K | 3.92% | 1 |
|
|
2013
Q2 | $4.8M | Buy |
+43,867
| New | +$4.8M | 3.86% | 3 |
|