United Asset Strategies’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $805K | Sell |
5,289
-598
| -10% | -$91K | 0.07% | 159 |
|
|
2025
Q1 | $865K | Sell |
5,887
-260
| -4% | -$38.2K | 0.08% | 154 |
|
|
2024
Q4 | $794K | Sell |
6,147
-186
| -3% | -$24K | 0.07% | 151 |
|
|
2024
Q3 | $866K | Sell |
6,333
-245
| -4% | -$33.5K | 0.08% | 152 |
|
|
2024
Q2 | $672K | Sell |
6,578
-2,330
| -26% | -$238K | 0.07% | 165 |
|
|
2024
Q1 | $790K | Buy |
8,908
+1,764
| +25% | +$156K | 0.08% | 167 |
|
|
2023
Q4 | $653K | Buy |
7,144
+281
| +4% | +$25.7K | 0.07% | 174 |
|
|
2023
Q3 | $537K | Buy |
6,863
+2,927
| +74% | +$229K | 0.07% | 177 |
|
|
2023
Q2 | $329K | Sell |
3,936
-2,705
| -41% | -$226K | 0.04% | 194 |
|
|
2023
Q1 | $584K | Buy |
6,641
+503
| +8% | +$44.2K | 0.08% | 164 |
|
|
2022
Q4 | $615K | Buy |
6,138
+482
| +9% | +$48.3K | 0.09% | 166 |
|
|
2022
Q3 | $523K | Buy |
5,656
+926
| +20% | +$85.6K | 0.08% | 151 |
|
|
2022
Q2 | $512K | Buy |
4,730
+287
| +6% | +$31.1K | 0.07% | 152 |
|
|
2022
Q1 | $553K | Sell |
4,443
-135
| -3% | -$16.8K | 0.07% | 150 |
|
|
2021
Q4 | $680K | Buy |
+4,578
| New | +$680K | 0.08% | 136 |
|
|
2020
Q1 | – | Sell |
-1,666
| Closed | -$246K | – | 200 |
|
|
2019
Q4 | $246K | Sell |
1,666
-337
| -17% | -$49.8K | 0.05% | 181 |
|
|
2019
Q3 | $275K | Hold |
2,003
| – | – | 0.06% | 157 |
|
|
2019
Q2 | $290K | Buy |
2,003
+119
| +6% | +$17.2K | 0.07% | 159 |
|
|
2019
Q1 | $327K | Sell |
1,884
-43
| -2% | -$7.46K | 0.08% | 162 |
|
|
2018
Q4 | $307K | Hold |
1,927
| – | – | 0.08% | 150 |
|
|
2018
Q3 | $339K | Sell |
1,927
-179
| -8% | -$31.5K | 0.08% | 162 |
|
|
2018
Q2 | $346K | Sell |
2,106
-244
| -10% | -$40.1K | 0.09% | 160 |
|
|
2018
Q1 | $431K | Buy |
2,350
+294
| +14% | +$53.9K | 0.13% | 138 |
|
|
2017
Q4 | $405K | Buy |
+2,056
| New | +$405K | 0.11% | 142 |
|
|
2017
Q3 | – | Sell |
-2,166
| Closed | -$377K | – | 148 |
|
|
2017
Q2 | $377K | Buy |
+2,166
| New | +$377K | 0.11% | 116 |
|