Sunflower Bank Wealth Management’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $348K | Sell |
2,601
-1,549
| -37% | -$207K | 0.12% | 92 |
|
|
2020
Q2 | $541K | Hold |
4,150
| – | – | 0.18% | 66 |
|
|
2020
Q1 | $473K | Sell |
4,150
-1,130
| -21% | -$129K | 0.18% | 71 |
|
|
2019
Q4 | $779K | Buy |
5,280
+861
| +19% | +$127K | 0.24% | 62 |
|
|
2019
Q3 | $607K | Buy |
4,419
+580
| +15% | +$79.7K | 0.19% | 76 |
|
|
2019
Q2 | $557K | Hold |
3,839
| – | – | 0.18% | 81 |
|
|
2019
Q1 | $667K | Hold |
3,839
| – | – | 0.2% | 75 |
|
|
2018
Q4 | $611K | Hold |
3,839
| – | – | 0.2% | 74 |
|
|
2018
Q3 | $676K | Sell |
3,839
-30
| -0.8% | -$5.28K | 0.19% | 79 |
|
|
2018
Q2 | $636K | Hold |
3,869
| – | – | 0.19% | 80 |
|
|
2018
Q1 | $710K | Sell |
3,869
-30
| -0.8% | -$5.51K | 0.2% | 79 |
|
|
2017
Q4 | $768K | Buy |
3,899
+207
| +6% | +$40.8K | 0.21% | 69 |
|
|
2017
Q3 | $648K | Sell |
3,692
-30
| -0.8% | -$5.27K | 0.23% | 52 |
|
|
2017
Q2 | $648K | Hold |
3,722
| – | – | 0.22% | 55 |
|
|
2017
Q1 | $596K | Hold |
3,722
| – | – | 0.2% | 55 |
|
|
2016
Q4 | $555K | Sell |
3,722
-24
| -0.6% | -$3.58K | 0.2% | 55 |
|
|
2016
Q3 | $552K | Sell |
3,746
-36
| -1% | -$5.31K | 0.2% | 59 |
|
|
2016
Q2 | $554K | Hold |
3,782
| – | – | 0.19% | 58 |
|
|
2016
Q1 | $527K | Sell |
3,782
-209
| -5% | -$29.1K | 0.19% | 57 |
|
|
2015
Q4 | $502K | Buy |
3,991
+389
| +11% | +$48.9K | 0.18% | 59 |
|
|
2015
Q3 | $427K | Hold |
3,602
| – | – | 0.16% | 63 |
|
|
2015
Q2 | $465K | Hold |
3,602
| – | – | 0.16% | 62 |
|
|
2015
Q1 | $496K | Hold |
3,602
| – | – | 0.16% | 65 |
|
|
2014
Q4 | $495K | Sell |
3,602
-7,630
| -68% | -$1.05M | 0.16% | 63 |
|
|
2014
Q3 | $1.33M | Sell |
11,232
-197
| -2% | -$23.3K | 0.45% | 40 |
|
|
2014
Q2 | $1.37M | Buy |
11,429
+1,196
| +12% | +$143K | 0.56% | 38 |
|
|
2014
Q1 | $1.16M | Hold |
10,233
| – | – | 0.56% | 39 |
|
|
2013
Q4 | $1.2M | Hold |
10,233
| – | – | 0.61% | 36 |
|
|
2013
Q3 | $1.02M | Sell |
10,233
-60
| -0.6% | -$5.99K | 0.55% | 40 |
|
|
2013
Q2 | $941K | Buy |
+10,293
| New | +$941K | 0.51% | 40 |
|