Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
-1,555
Closed -$241K 312
2025
Q3
$241K Sell
1,555
-1,094
-41% -$169K 0.04% 326
2025
Q2
$403K Sell
2,649
-17,929
-87% -$2.56M 0.04% 396
2025
Q1
$3.02M Buy
20,578
+4,032
+24% +$592K 0.03% 475
2024
Q4
$2.14M Buy
16,546
+3,218
+24% +$422K 0.02% 560
2024
Q3
$1.82M Sell
13,328
-26,008
-66% -$3.18M 0.02% 569
2024
Q2
$4.02M Sell
39,336
-6,430
-14% -$627K 0.05% 311
2024
Q1
$4.06M Sell
45,766
-4,281
-9% -$355K 0.06% 298
2023
Q4
$4.57M Sell
50,047
-5,335
-10% -$428K 0.08% 239
2023
Q3
$4.34M Buy
55,382
+16,970
+44% +$1.46M 0.08% 233
2023
Q2
$3.21M Buy
38,412
+970
+3% +$82.4K 0.06% 287
2023
Q1
$3.29M Buy
37,442
+1,977
+6% +$186K 0.07% 237
2022
Q4
$3.56M Buy
35,465
+9,658
+37% +$985K 0.09% 212
2022
Q3
$2.38M Buy
25,807
+2,855
+12% +$313K 0.07% 246
2022
Q2
$2.48M Buy
22,952
+1,780
+8% +$215K 0.07% 229
2022
Q1
$2.64M Buy
21,172
+5,490
+35% +$730K 0.07% 233
2021
Q4
$2.33M Buy
15,682
+1,910
+14% +$285K 0.06% 256
2021
Q3
$2.02M Buy
13,772
+2,292
+20% +$371K 0.06% 254
2021
Q2
$1.89M Buy
11,480
+2,042
+22% +$341K 0.06% 250
2021
Q1
$1.52M Buy
9,438
+1,140
+14% +$171K 0.06% 248
2020
Q4
$1.21M Buy
8,298
+1,330
+19% +$189K 0.05% 267
2020
Q3
$945K Buy
6,968
+1,873
+37% +$252K 0.06% 232
2020
Q2
$660K Sell
5,095
-398
-7% -$50.1K 0.04% 242
2020
Q1
$683K Buy
5,493
+1,538
+39% +$202K 0.06% 224
2019
Q4
$583K Buy
3,955
+5
+0.1% +$700 0.05% 261
2019
Q3
$576K Buy
3,950
+851
+27% +$119K 0.05% 278
2019
Q2
$442K Sell
3,099
-15,089
-83% -$2.32M 0.04% 298
2019
Q1
$3.16M Buy
18,188
+15,552
+590% +$2.62M 0.24% 85
2018
Q4
$443K Buy
+2,636
New +$438K 0.06% 228

Other funds holding MMM