Summit Securities Group’s 3M MMM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.81K | Buy |
+25
| New | +$3.81K | ﹤0.01% | 867 |
|
2024
Q2 | – | Sell |
-1,914
| Closed | -$170K | – | 569 |
|
2024
Q1 | $170K | Buy |
1,914
+240
| +14% | +$21.3K | 0.03% | 78 |
|
2023
Q4 | $153K | Sell |
1,674
-957
| -36% | -$87.5K | 0.01% | 137 |
|
2023
Q3 | $206K | Sell |
2,631
-13,167
| -83% | -$1.03M | 0.02% | 74 |
|
2023
Q2 | $1.32M | Buy |
15,798
+8,383
| +113% | +$702K | 0.17% | 32 |
|
2023
Q1 | $652K | Buy |
7,415
+3,242
| +78% | +$285K | 0.05% | 49 |
|
2022
Q4 | $418K | Sell |
4,173
-60,590
| -94% | -$6.07M | 0.02% | 125 |
|
2022
Q3 | $5.98M | Buy |
64,763
+57,382
| +777% | +$5.3M | 0.45% | 16 |
|
2022
Q2 | $799K | Buy |
7,381
+3,195
| +76% | +$346K | 0.1% | 72 |
|
2022
Q1 | $521K | Sell |
4,186
-11,123
| -73% | -$1.38M | 0.06% | 122 |
|
2021
Q4 | $2.27M | Buy |
15,309
+8,488
| +124% | +$1.26M | 0.11% | 77 |
|
2021
Q3 | $1M | Sell |
6,821
-4,258
| -38% | -$624K | 0.08% | 122 |
|
2021
Q2 | $1.84M | Buy |
11,079
+5,338
| +93% | +$887K | 0.15% | 64 |
|
2021
Q1 | $925K | Buy |
5,741
+837
| +17% | +$135K | 0.1% | 94 |
|
2020
Q4 | $717K | Sell |
4,904
-253
| -5% | -$37K | 0.06% | 112 |
|
2020
Q3 | $691K | Sell |
5,157
-1,182
| -19% | -$158K | 0.07% | 65 |
|
2020
Q2 | $827K | Buy |
6,339
+3,229
| +104% | +$421K | 0.1% | 52 |
|
2020
Q1 | $355K | Buy |
+3,110
| New | +$355K | 0.06% | 67 |
|
2019
Q4 | – | Hold |
0
| – | – | – | 259 |
|
2019
Q3 | – | Hold |
0
| – | – | – | 195 |
|
2019
Q2 | – | Hold |
0
| – | – | – | 185 |
|
2019
Q1 | – | Hold |
0
| – | – | – | 180 |
|
2018
Q4 | – | Sell |
-1,316
| Closed | -$232K | – | 186 |
|
2018
Q3 | $232K | Buy |
+1,316
| New | +$232K | 0.09% | 127 |
|
2018
Q2 | – | Sell |
-4,664
| Closed | -$856K | – | 144 |
|
2018
Q1 | $856K | Sell |
4,664
-5,263
| -53% | -$966K | 0.21% | 29 |
|
2017
Q4 | $1.95M | Buy |
9,927
+6,219
| +168% | +$1.22M | 0.23% | 38 |
|
2017
Q3 | $651K | Buy |
3,708
+2,392
| +182% | +$420K | 0.11% | 45 |
|
2017
Q2 | $229K | Sell |
1,316
-1,139
| -46% | -$198K | 0.04% | 136 |
|
2017
Q1 | $393K | Buy |
+2,455
| New | +$393K | 0.11% | 171 |
|
2015
Q3 | – | Sell |
-837
| Closed | -$108K | – | 400 |
|
2015
Q2 | $108K | Buy |
837
+359
| +75% | +$46.3K | 0.05% | 120 |
|
2015
Q1 | $66K | Sell |
478
-3,110
| -87% | -$429K | 0.05% | 131 |
|
2014
Q4 | $493K | Sell |
3,588
-3,350
| -48% | -$460K | 0.14% | 110 |
|
2014
Q3 | $822K | Buy |
6,938
+958
| +16% | +$114K | 0.24% | 76 |
|
2014
Q2 | $716K | Sell |
5,980
-2,153
| -26% | -$258K | 0.25% | 63 |
|
2014
Q1 | $922K | Sell |
8,133
-2,870
| -26% | -$325K | 0.55% | 27 |
|
2013
Q4 | $1.29M | Buy |
11,003
+5,501
| +100% | +$645K | 0.22% | 63 |
|
2013
Q3 | $549K | Buy |
5,502
+359
| +7% | +$35.8K | 0.19% | 62 |
|
2013
Q2 | $470K | Buy |
+5,143
| New | +$470K | 0.22% | 66 |
|