United Capital 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 | $3.33M | Sell |
21,887
-85
| -0.4% | -$12.9K | 0.03% | 339 |
|
|
2025
Q1 | $3.23M | Buy |
21,972
+818
| +4% | +$120K | 0.03% | 341 |
|
|
2024
Q4 | $2.73M | Sell |
21,154
-1,574
| -7% | -$203K | 0.02% | 357 |
|
|
2024
Q3 | $3.11M | Buy |
22,728
+1,204
| +6% | +$165K | 0.03% | 333 |
|
|
2024
Q2 | $2.2M | Sell |
21,524
-10,164
| -32% | -$1.04M | 0.02% | 381 |
|
|
2024
Q1 | $2.81M | Sell |
31,688
-2,028
| -6% | -$180K | 0.02% | 367 |
|
|
2023
Q4 | $3.08M | Sell |
33,716
-14,447
| -30% | -$1.32M | 0.03% | 349 |
|
|
2023
Q3 | $3.77M | Sell |
48,163
-2,944
| -6% | -$230K | 0.02% | 339 |
|
|
2023
Q2 | $4.28M | Sell |
51,107
-4,434
| -8% | -$371K | 0.02% | 334 |
|
|
2023
Q1 | $4.88M | Sell |
55,541
-50,474
| -48% | -$4.44M | 0.03% | 317 |
|
|
2022
Q4 | $10.6M | Sell |
106,015
-12,408
| -10% | -$1.24M | 0.06% | 242 |
|
|
2022
Q3 | $10.9M | Sell |
118,423
-16,607
| -12% | -$1.53M | 0.06% | 227 |
|
|
2022
Q2 | $14.6M | Sell |
135,030
-4,426
| -3% | -$479K | 0.08% | 208 |
|
|
2022
Q1 | $17.4M | Sell |
139,456
-306,447
| -69% | -$38.1M | 0.08% | 205 |
|
|
2021
Q4 | $66.2M | Buy |
445,903
+2,371
| +0.5% | +$352K | 0.31% | 65 |
|
|
2021
Q3 | $65.1M | Buy |
443,532
+5,733
| +1% | +$841K | 0.33% | 61 |
|
|
2021
Q2 | $72.7M | Buy |
437,799
+5,816
| +1% | +$966K | 0.37% | 55 |
|
|
2021
Q1 | $69.6M | Buy |
431,983
+18,869
| +5% | +$3.04M | 0.39% | 53 |
|
|
2020
Q4 | $60.4M | Buy |
413,114
+2,732
| +0.7% | +$399K | 0.36% | 61 |
|
|
2020
Q3 | $55M | Buy |
410,382
+15,509
| +4% | +$2.08M | 0.36% | 61 |
|
|
2020
Q2 | $51.5M | Buy |
394,873
+55,134
| +16% | +$7.19M | 0.37% | 61 |
|
|
2020
Q1 | $38.7M | Buy |
339,739
+33,329
| +11% | +$3.79M | 0.32% | 71 |
|
|
2019
Q4 | $45.2M | Sell |
306,410
-5,473
| -2% | -$807K | 0.29% | 79 |
|
|
2019
Q3 | $42.9M | Buy |
311,883
+28,020
| +10% | +$3.85M | 0.3% | 76 |
|
|
2019
Q2 | $41.1M | Buy |
283,863
+142,352
| +101% | +$20.6M | 0.27% | 86 |
|
|
2019
Q1 | $24.6M | Buy |
141,511
+3,157
| +2% | +$548K | 0.17% | 128 |
|
|
2018
Q4 | $22M | Buy |
138,354
+4,142
| +3% | +$660K | 0.18% | 122 |
|
|
2018
Q3 | $23.6M | Buy |
134,212
+20,190
| +18% | +$3.56M | 0.17% | 134 |
|
|
2018
Q2 | $18.8M | Sell |
114,022
-1,730
| -1% | -$285K | 0.14% | 162 |
|
|
2018
Q1 | $21.2M | Sell |
115,752
-851
| -0.7% | -$156K | 0.16% | 145 |
|
|
2017
Q4 | $23M | Sell |
116,603
-71,250
| -38% | -$14M | 0.18% | 127 |
|
|
2017
Q3 | $33M | Buy |
187,853
+14,793
| +9% | +$2.6M | 0.28% | 79 |
|
|
2017
Q2 | $30.1M | Buy |
173,060
+87
| +0.1% | +$15.1K | 0.27% | 83 |
|
|
2017
Q1 | $27.7M | Buy |
172,973
+13,476
| +8% | +$2.16M | 0.26% | 89 |
|
|
2016
Q4 | $23.8M | Buy |
159,497
+13,483
| +9% | +$2.01M | 0.23% | 92 |
|
|
2016
Q3 | $21.5M | Buy |
146,014
+19,151
| +15% | +$2.82M | 0.21% | 108 |
|
|
2016
Q2 | $18.6M | Buy |
126,863
+11,874
| +10% | +$1.74M | 0.19% | 116 |
|
|
2016
Q1 | $16M | Buy |
114,989
+17,459
| +18% | +$2.43M | 0.18% | 122 |
|
|
2015
Q4 | $12.3M | Buy |
97,530
+2,619
| +3% | +$330K | 0.14% | 160 |
|
|
2015
Q3 | $11.3M | Sell |
94,911
-1,844
| -2% | -$219K | 0.14% | 165 |
|
|
2015
Q2 | $12.5M | Sell |
96,755
-2,167
| -2% | -$280K | 0.14% | 166 |
|
|
2015
Q1 | $12.9M | Buy |
98,922
+8,306
| +9% | +$1.09M | 0.16% | 154 |
|
|
2014
Q4 | $12.5M | Buy |
90,616
+5,250
| +6% | +$721K | 0.19% | 140 |
|
|
2014
Q3 | $10.1M | Sell |
85,366
-3,811
| -4% | -$451K | 0.18% | 147 |
|
|
2014
Q2 | $10.7M | Buy |
89,177
+1,309
| +1% | +$157K | 0.2% | 134 |
|
|
2014
Q1 | $9.97M | Buy |
87,868
+13,941
| +19% | +$1.58M | 0.21% | 112 |
|
|
2013
Q4 | $8.67M | Sell |
73,927
-22,715
| -24% | -$2.66M | 0.3% | 94 |
|
|
2013
Q3 | $9.65M | Buy |
96,642
+2,797
| +3% | +$279K | 0.31% | 73 |
|
|
2013
Q2 | $8.58M | Buy |
+93,845
| New | +$8.58M | 0.23% | 118 |
|