The Family Firm’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,025
| Closed | -$297K | – | 160 |
|
|
2025
Q1 | $297K | Buy |
2,025
+4
| +0.2% | +$588 | 0.07% | 165 |
|
|
2024
Q4 | $261K | Buy |
2,021
+4
| +0.2% | +$516 | 0.06% | 178 |
|
|
2024
Q3 | $276K | Sell |
2,017
-2
| -0.1% | -$273 | 0.06% | 173 |
|
|
2024
Q2 | $206K | Sell |
2,019
-438
| -18% | -$44.8K | 0.05% | 190 |
|
|
2024
Q1 | $218K | Buy |
2,457
+17
| +0.7% | +$1.51K | 0.05% | 184 |
|
|
2023
Q4 | $223K | Buy |
+2,440
| New | +$223K | 0.06% | 174 |
|
|
2023
Q3 | – | Sell |
-3,172
| Closed | -$265K | – | 181 |
|
|
2023
Q2 | $265K | Buy |
3,172
+21
| +0.7% | +$1.76K | 0.07% | 156 |
|
|
2023
Q1 | $277K | Buy |
3,151
+20
| +0.6% | +$1.76K | 0.08% | 149 |
|
|
2022
Q4 | $314K | Sell |
3,131
-4
| -0.1% | -$401 | 0.09% | 141 |
|
|
2022
Q3 | $290K | Sell |
3,135
-704
| -18% | -$65.1K | 0.09% | 137 |
|
|
2022
Q2 | $415K | Buy |
3,839
+9
| +0.2% | +$973 | 0.12% | 108 |
|
|
2022
Q1 | $477K | Buy |
3,830
+15
| +0.4% | +$1.87K | 0.13% | 101 |
|
|
2021
Q4 | $567K | Buy |
3,815
+8
| +0.2% | +$1.19K | 0.15% | 93 |
|
|
2021
Q3 | $581K | Sell |
3,807
-52
| -1% | -$7.94K | 0.15% | 91 |
|
|
2021
Q2 | $641K | Buy |
3,859
+68
| +2% | +$11.3K | 0.17% | 85 |
|
|
2021
Q1 | $611K | Buy |
3,791
+8
| +0.2% | +$1.29K | 0.18% | 85 |
|
|
2020
Q4 | $524K | Sell |
3,783
-782
| -17% | -$108K | 0.16% | 93 |
|
|
2020
Q3 | $611K | Buy |
4,565
+1,211
| +36% | +$162K | 0.22% | 74 |
|
|
2020
Q2 | $437K | Buy |
+3,354
| New | +$437K | 0.16% | 90 |
|
|
2020
Q1 | – | Sell |
-2,083
| Closed | -$307K | – | 138 |
|
|
2019
Q4 | $307K | Sell |
2,083
-126
| -6% | -$18.6K | 0.1% | 119 |
|
|
2019
Q3 | $304K | Buy |
2,209
+1
| +0% | +$138 | 0.11% | 117 |
|
|
2019
Q2 | $320K | Buy |
2,208
+3
| +0.1% | +$435 | 0.11% | 108 |
|
|
2019
Q1 | $383K | Buy |
2,205
+1
| +0% | +$174 | 0.14% | 94 |
|
|
2018
Q4 | $351K | Buy |
2,204
+1
| +0% | +$159 | 0.14% | 93 |
|
|
2018
Q3 | $388K | Buy |
2,203
+5
| +0.2% | +$881 | 0.14% | 89 |
|
|
2018
Q2 | $362K | Sell |
2,198
-61
| -3% | -$10K | 0.14% | 94 |
|
|
2018
Q1 | $415K | Sell |
2,259
-477
| -17% | -$87.6K | 0.16% | 83 |
|
|
2017
Q4 | $539K | Sell |
2,736
-101
| -4% | -$19.9K | 0.21% | 66 |
|
|
2017
Q3 | $498K | Buy |
2,837
+4
| +0.1% | +$702 | 0.21% | 67 |
|
|
2017
Q2 | $493K | Buy |
2,833
+732
| +35% | +$127K | 0.22% | 66 |
|
|
2017
Q1 | $336K | Sell |
2,101
-35
| -2% | -$5.6K | 0.16% | 79 |
|
|
2016
Q4 | $319K | Buy |
2,136
+1
| +0% | +$149 | 0.15% | 82 |
|
|
2016
Q3 | $315K | Buy |
2,135
+1
| +0% | +$148 | 0.15% | 80 |
|
|
2016
Q2 | $312K | Sell |
2,134
-50
| -2% | -$7.31K | 0.16% | 79 |
|
|
2016
Q1 | $304K | Sell |
2,184
-167
| -7% | -$23.2K | 0.15% | 79 |
|
|
2015
Q4 | $296K | Sell |
2,351
-179
| -7% | -$22.5K | 0.16% | 80 |
|
|
2015
Q3 | $300K | Buy |
+2,530
| New | +$300K | 0.16% | 76 |
|
|
2015
Q2 | – | Sell |
-1,755
| Closed | -$242K | – | 113 |
|
|
2015
Q1 | $242K | Hold |
1,755
| – | – | 0.12% | 90 |
|
|
2014
Q4 | $241K | Buy |
+1,755
| New | +$241K | 0.13% | 87 |
|