SVB Wealth’s 3M MMM Stock Holding History

SVB Wealth’s Portfolio MMM Stock Details MMM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$630K	Sell	4,138 -13,365	-76%	-$2.03M	0.03%	275
2025 Q1	$2.57M	Sell	17,503 -1,940	-10%	-$285K	0.11%	104
2024 Q4	$2.51M	Buy	+19,443	New	+$2.51M	0.05%	205
2024 Q3	–	Sell	-20,534	Closed	-$2.1M	–	377
2024 Q2	$2.1M	Sell	20,534 -5,571	-21%	-$569K	0.05%	228
2024 Q1	$2.32M	Sell	26,105 -2,112	-7%	-$187K	0.05%	230
2023 Q4	$2.58M	Sell	28,217 -805	-3%	-$73.6K	0.06%	215
2023 Q3	$2.27M	Sell	29,022 -1,667	-5%	-$130K	0.05%	211
2023 Q2	$2.57M	Sell	30,689 -2,716	-8%	-$227K	0.05%	210
2023 Q1	$2.94M	Sell	33,405 -9,883	-23%	-$869K	0.04%	217
2022 Q4	$4.34M	Buy	43,288 +750	+2%	+$75.2K	0.06%	184
2022 Q3	$3.93M	Sell	42,538 -4,984	-10%	-$460K	0.06%	184
2022 Q2	$5.14M	Buy	47,522 +2,793	+6%	+$302K	0.08%	150
2022 Q1	$5.57M	Buy	44,729 +2,387	+6%	+$297K	0.07%	143
2021 Q4	$6.29M	Buy	42,342 +872	+2%	+$130K	0.1%	132
2021 Q3	$6.08M	Sell	41,470 -970	-2%	-$142K	0.08%	153
2021 Q2	$7.05M	Sell	42,440 -585	-1%	-$97.2K	0.09%	146
2021 Q1	$6.93M	Sell	43,025 -495	-1%	-$79.7K	0.1%	141
2020 Q4	$6.36M	Buy	43,520 +653	+2%	+$95.4K	0.09%	141
2020 Q3	$5.74M	Sell	42,867 -520	-1%	-$69.6K	0.09%	136
2020 Q2	$5.66M	Sell	43,387 -273	-0.6%	-$35.6K	0.11%	129
2020 Q1	$4.98M	Sell	43,660 -2,557	-6%	-$292K	0.12%	111
2019 Q4	$6.82M	Sell	46,217 -4,541	-9%	-$670K	0.12%	119
2019 Q3	$6.98M	Sell	50,758 -1,111	-2%	-$153K	0.14%	111
2019 Q2	$7.52M	Sell	51,869 -1,890	-4%	-$274K	0.25%	102
2019 Q1	$9.34M	Sell	53,759 -3,330	-6%	-$579K	0.37%	74
2018 Q4	$9.1M	Sell	57,089 -1,331	-2%	-$212K	0.39%	78
2018 Q3	$10.3M	Sell	58,420 -2,374	-4%	-$418K	0.36%	86
2018 Q2	$10M	Sell	60,794 -2,980	-5%	-$490K	0.38%	80
2018 Q1	$11.7M	Sell	63,774 -2,313	-3%	-$425K	0.45%	71
2017 Q4	$13M	Sell	66,087 -39	-0.1%	-$7.68K	0.49%	68
2017 Q3	$11.6M	Sell	66,126 -148	-0.2%	-$26K	0.45%	75
2017 Q2	$11.5M	Sell	66,274 -1,078	-2%	-$188K	0.45%	73
2017 Q1	$10.8M	Sell	67,352 -3,315	-5%	-$530K	0.43%	77
2016 Q4	$10.6M	Sell	70,667 -4,079	-5%	-$609K	0.44%	70
2016 Q3	$11M	Sell	74,746 -9,621	-11%	-$1.42M	0.45%	74
2016 Q2	$12.4M	Sell	84,367 -6,168	-7%	-$903K	0.5%	66
2016 Q1	$12.6M	Sell	90,535 -15,029	-14%	-$2.09M	0.51%	65
2015 Q4	$13.3M	Sell	105,564 -3,901	-4%	-$491K	0.52%	64
2015 Q3	$13M	Sell	109,465 -31,065	-22%	-$3.68M	0.5%	60
2015 Q2	$18.1M	Sell	140,530 -9,712	-6%	-$1.25M	0.6%	53
2015 Q1	$20.7M	Sell	150,242 -11,736	-7%	-$1.62M	0.67%	46
2014 Q4	$22.3M	Buy	+161,978	New	+$22.3M	0.72%	42