Stokes Family Office’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-4,070
| Closed | -$319K | – | 293 |
|
|
2023
Q3 | $319K | Buy |
4,070
+1,520
| +60% | +$119K | 0.04% | 236 |
|
|
2023
Q2 | $213K | Sell |
2,550
-2,710
| -52% | -$227K | 0.02% | 285 |
|
|
2023
Q1 | $462K | Buy |
5,260
+795
| +18% | +$69.9K | 0.06% | 177 |
|
|
2022
Q4 | $448K | Buy |
+4,465
| New | +$448K | 0.06% | 177 |
|
|
2022
Q3 | – | Sell |
-4,615
| Closed | -$499K | – | 283 |
|
|
2022
Q2 | $499K | Buy |
4,615
+1,702
| +58% | +$184K | 0.07% | 163 |
|
|
2022
Q1 | $363K | Sell |
2,913
-758
| -21% | -$94.5K | 0.05% | 190 |
|
|
2021
Q4 | $545K | Sell |
3,671
-861
| -19% | -$128K | 0.07% | 153 |
|
|
2021
Q3 | $665K | Buy |
4,532
+472
| +12% | +$69.3K | 0.09% | 124 |
|
|
2021
Q2 | $674K | Buy |
4,060
+351
| +9% | +$58.3K | 0.1% | 119 |
|
|
2021
Q1 | $598K | Buy |
3,709
+957
| +35% | +$154K | 0.09% | 119 |
|
|
2020
Q4 | $402K | Buy |
2,752
+388
| +16% | +$56.7K | 0.08% | 123 |
|
|
2020
Q3 | $317K | Buy |
+2,364
| New | +$317K | 0.07% | 124 |
|