Stockman Wealth Management’s 3M MMM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $227K | Buy |
+1,489
| New | +$227K | 0.03% | 159 |
|
2024
Q4 | – | Sell |
-1,500
| Closed | -$205K | – | 178 |
|
2024
Q3 | $205K | Buy |
+1,500
| New | +$205K | 0.03% | 177 |
|
2022
Q3 | – | Sell |
-61,721
| Closed | -$6.68M | – | 178 |
|
2022
Q2 | $6.68M | Buy |
61,721
+4,599
| +8% | +$498K | 1.7% | 23 |
|
2022
Q1 | $7.11M | Buy |
57,122
+13,504
| +31% | +$1.68M | 1.48% | 25 |
|
2021
Q4 | $6.48M | Buy |
43,618
+39,067
| +858% | +$5.8M | 1.32% | 26 |
|
2021
Q3 | $667K | Buy |
4,551
+68
| +2% | +$9.97K | 0.15% | 87 |
|
2021
Q2 | $744K | Sell |
4,483
-83
| -2% | -$13.8K | 0.18% | 83 |
|
2021
Q1 | $736K | Sell |
4,566
-207
| -4% | -$33.4K | 0.21% | 77 |
|
2020
Q4 | $698K | Hold |
4,773
| – | – | 0.21% | 77 |
|
2020
Q3 | $639K | Sell |
4,773
-4
| -0.1% | -$536 | 0.23% | 74 |
|
2020
Q2 | $623K | Sell |
4,777
-540
| -10% | -$70.4K | 0.23% | 77 |
|
2020
Q1 | $607K | Sell |
5,317
-448
| -8% | -$51.1K | 0.27% | 67 |
|
2019
Q4 | $850K | Sell |
5,765
-335
| -5% | -$49.4K | 0.3% | 66 |
|
2019
Q3 | $838K | Sell |
6,100
-358
| -6% | -$49.2K | 0.32% | 67 |
|
2019
Q2 | $936K | Buy |
6,458
+721
| +13% | +$104K | 0.38% | 64 |
|
2019
Q1 | $997K | Sell |
5,737
-299
| -5% | -$52K | 0.44% | 59 |
|
2018
Q4 | $962K | Buy |
6,036
+227
| +4% | +$36.2K | 0.46% | 57 |
|
2018
Q3 | $1.02M | Buy |
5,809
+26
| +0.4% | +$4.58K | 0.44% | 54 |
|
2018
Q2 | $951K | Buy |
5,783
+192
| +3% | +$31.6K | 0.44% | 56 |
|
2018
Q1 | $1.03M | Buy |
5,591
+370
| +7% | +$67.9K | 0.47% | 54 |
|
2017
Q4 | $1.03M | Sell |
5,221
-1,674
| -24% | -$329K | 0.46% | 58 |
|
2017
Q3 | $1.21M | Buy |
6,895
+1,215
| +21% | +$213K | 0.58% | 53 |
|
2017
Q2 | $989K | Sell |
5,680
-914
| -14% | -$159K | 0.99% | 41 |
|
2017
Q1 | $1.06M | Buy |
6,594
+456
| +7% | +$73K | 0.6% | 48 |
|
2016
Q4 | $916K | Sell |
6,138
-60
| -1% | -$8.95K | 0.56% | 50 |
|
2016
Q3 | $913K | Buy |
6,198
+1,291
| +26% | +$190K | 0.57% | 50 |
|
2016
Q2 | $719K | Sell |
4,907
-26,073
| -84% | -$3.82M | 0.56% | 51 |
|
2016
Q1 | $4.32M | Sell |
30,980
-1,514
| -5% | -$211K | 3.42% | 5 |
|
2015
Q4 | $4.09M | Buy |
32,494
+959
| +3% | +$121K | 3.31% | 7 |
|
2015
Q3 | $3.74M | Buy |
31,535
+1,857
| +6% | +$220K | 3.22% | 5 |
|
2015
Q2 | $3.83M | Buy |
29,678
+17
| +0.1% | +$2.19K | 3.26% | 5 |
|
2015
Q1 | $4.09M | Sell |
29,661
-771
| -3% | -$106K | 3.49% | 2 |
|
2014
Q4 | $4.18M | Buy |
+30,432
| New | +$4.18M | 3.57% | 1 |
|