Stoneridge Investment Partners’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-15,202
| Closed | -$1.35M | – | 142 |
|
|
2024
Q1 | $1.35M | Buy |
15,202
+986
| +7% | +$87.4K | 0.51% | 57 |
|
|
2023
Q4 | $1.3M | Sell |
14,216
-22
| -0.2% | -$2.01K | 0.55% | 55 |
|
|
2023
Q3 | $1.12M | Sell |
14,238
-616
| -4% | -$48.2K | 0.53% | 60 |
|
|
2023
Q2 | $1.24M | Buy |
14,854
+1,660
| +13% | +$139K | 0.54% | 55 |
|
|
2023
Q1 | $1.16M | Buy |
+13,194
| New | +$1.16M | 0.62% | 54 |
|
|
2021
Q1 | – | Sell |
-13,656
| Closed | -$2M | – | 126 |
|
|
2020
Q4 | $2M | Buy |
13,656
+6,705
| +96% | +$980K | 1.16% | 26 |
|
|
2020
Q3 | $931K | Buy |
+6,951
| New | +$931K | 0.61% | 60 |
|