Transamerica Financial Advisors’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $247K | Sell |
1,623
-689
| -30% | -$105K | 0.02% | 213 |
|
|
2025
Q1 | $340K | Sell |
2,312
-61
| -3% | -$8.97K | 0.03% | 200 |
|
|
2024
Q4 | $307K | Sell |
2,373
-27
| -1% | -$3.49K | 0.03% | 198 |
|
|
2024
Q3 | $329K | Buy |
2,400
+632
| +36% | +$86.6K | 0.03% | 198 |
|
|
2024
Q2 | $181K | Sell |
1,768
-347
| -16% | -$35.5K | 0.02% | 199 |
|
|
2024
Q1 | $188K | Sell |
2,115
-63
| -3% | -$5.6K | 0.02% | 219 |
|
|
2023
Q4 | $200K | Sell |
2,178
-390
| -15% | -$35.8K | 0.03% | 241 |
|
|
2023
Q3 | $201K | Buy |
2,568
+55
| +2% | +$4.31K | 0.03% | 221 |
|
|
2023
Q2 | $211K | Buy |
2,513
+1,214
| +93% | +$102K | 0.03% | 221 |
|
|
2023
Q1 | $115K | Sell |
1,299
-463
| -26% | -$41K | 0.02% | 256 |
|
|
2022
Q4 | $177K | Sell |
1,762
-364
| -17% | -$36.6K | 0.03% | 229 |
|
|
2022
Q3 | $197K | Sell |
2,126
-6,453
| -75% | -$598K | 0.03% | 221 |
|
|
2022
Q2 | $929K | Buy |
8,579
+8,573
| +142,883% | +$928K | 0.13% | 123 |
|
|
2022
Q1 | $1K | Buy |
6
+1
| +20% | +$167 | 0.04% | 91 |
|
|
2021
Q4 | $1K | Hold |
5
| – | – | 0.03% | 100 |
|
|
2021
Q3 | $1K | Hold |
5
| – | – | 0.03% | 99 |
|
|
2021
Q2 | $1K | Hold |
5
| – | – | 0.02% | 156 |
|
|
2021
Q1 | $1K | Hold |
5
| – | – | 0.02% | 166 |
|
|
2020
Q4 | $1K | Sell |
5
-3
| -38% | -$600 | 0.02% | 157 |
|
|
2020
Q3 | $1K | Sell |
8
-1,863
| -100% | -$233K | 0.02% | 165 |
|
|
2020
Q2 | $244K | Buy |
+1,871
| New | +$244K | 0.05% | 145 |
|
|
2019
Q3 | – | Sell |
-948
| Closed | -$138K | – | 377 |
|
|
2019
Q2 | $138K | Buy |
+948
| New | +$138K | 0.03% | 201 |
|
|
2019
Q1 | – | Sell |
-450
| Closed | -$72K | – | 336 |
|
|
2018
Q4 | $72K | Buy |
450
+216
| +92% | +$34.6K | 0.02% | 195 |
|
|
2018
Q3 | $42K | Buy |
234
+228
| +3,800% | +$40.9K | 0.01% | 237 |
|
|
2018
Q2 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 433 |
|
|
2016
Q2 | – | Sell |
-287
| Closed | -$40K | – | 584 |
|
|
2016
Q1 | $40K | Sell |
287
-144
| -33% | -$20.1K | ﹤0.01% | 392 |
|
|
2015
Q4 | $55K | Hold |
431
| – | – | ﹤0.01% | 396 |
|
|
2015
Q3 | $52K | Hold |
431
| – | – | ﹤0.01% | 384 |
|
|
2015
Q2 | $56K | Hold |
431
| – | – | ﹤0.01% | 430 |
|
|
2015
Q1 | $60K | Hold |
431
| – | – | ﹤0.01% | 415 |
|
|
2014
Q4 | $60K | Buy |
431
+120
| +39% | +$16.7K | ﹤0.01% | 350 |
|
|
2014
Q3 | $37K | Hold |
311
| – | – | ﹤0.01% | 366 |
|
|
2014
Q2 | $38K | Hold |
311
| – | – | ﹤0.01% | 393 |
|
|
2014
Q1 | $36K | Hold |
311
| – | – | ﹤0.01% | 368 |
|
|
2013
Q4 | $37K | Hold |
311
| – | – | ﹤0.01% | 363 |
|
|
2013
Q3 | $32K | Hold |
311
| – | – | ﹤0.01% | 357 |
|
|
2013
Q2 | $29K | Buy |
+311
| New | +$29K | ﹤0.01% | 341 |
|