Ulland Investment 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 | $89K | Hold |
585
| – | – | 0.07% | 91 |
|
2025
Q1 | $86K | Hold |
585
| – | – | 0.07% | 90 |
|
2024
Q4 | $76K | Hold |
585
| – | – | 0.05% | 95 |
|
2024
Q3 | $80K | Hold |
585
| – | – | 0.06% | 97 |
|
2024
Q2 | $60K | Sell |
585
-115
| -16% | -$11.8K | 0.04% | 105 |
|
2024
Q1 | $62K | Hold |
700
| – | – | 0.05% | 104 |
|
2023
Q4 | $64K | Sell |
700
-309
| -31% | -$28.3K | 0.06% | 93 |
|
2023
Q3 | $79K | Sell |
1,009
-240
| -19% | -$18.8K | 0.09% | 82 |
|
2023
Q2 | $104K | Sell |
1,249
-1,429
| -53% | -$119K | 0.11% | 75 |
|
2023
Q1 | $235K | Hold |
2,678
| – | – | 0.28% | 48 |
|
2022
Q4 | $269K | Hold |
2,678
| – | – | 0.32% | 48 |
|
2022
Q3 | $247K | Hold |
2,678
| – | – | 0.27% | 49 |
|
2022
Q2 | $290K | Hold |
2,678
| – | – | 0.3% | 51 |
|
2022
Q1 | $333K | Buy |
2,678
+24
| +0.9% | +$2.98K | 0.25% | 50 |
|
2021
Q4 | $394K | Buy |
+2,654
| New | +$394K | 0.25% | 53 |
|