Univest Financial’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $257K | Buy |
1,686
+65
| +4% | +$9.9K | 0.02% | 236 |
|
|
2025
Q1 | $238K | Buy |
+1,621
| New | +$238K | 0.02% | 248 |
|
|
2024
Q4 | – | Sell |
-1,511
| Closed | -$207K | – | 288 |
|
|
2024
Q3 | $207K | Buy |
+1,511
| New | +$207K | 0.01% | 270 |
|
|
2020
Q1 | – | Sell |
-19,009
| Closed | -$2.84M | – | 125 |
|
|
2019
Q4 | $2.84M | Buy |
+19,009
| New | +$2.84M | 1.2% | 42 |
|
|
2018
Q4 | – | Sell |
-15,322
| Closed | -$2.7M | – | 119 |
|
|
2018
Q3 | $2.7M | Buy |
15,322
+31
| +0.2% | +$5.46K | 0.82% | 50 |
|
|
2018
Q2 | $2.52M | Buy |
15,291
+14
| +0.1% | +$2.3K | 1.01% | 48 |
|
|
2018
Q1 | $2.8M | Sell |
15,277
-904
| -6% | -$166K | 1.21% | 40 |
|
|
2017
Q4 | $3.18M | Sell |
16,181
-173
| -1% | -$34K | 1.28% | 39 |
|
|
2017
Q3 | $2.87M | Sell |
16,354
-611
| -4% | -$107K | 1.21% | 41 |
|
|
2017
Q2 | $2.95M | Sell |
16,965
-2,319
| -12% | -$404K | 1.24% | 43 |
|
|
2017
Q1 | $3.09M | Buy |
19,284
+275
| +1% | +$44K | 1.35% | 38 |
|
|
2016
Q4 | $2.84M | Sell |
19,009
-4,110
| -18% | -$614K | 1.2% | 42 |
|
|
2016
Q3 | $3.41M | Buy |
23,119
+450
| +2% | +$66.3K | 1.54% | 27 |
|
|
2016
Q2 | $3.32M | Sell |
22,669
-518
| -2% | -$75.8K | 1.51% | 28 |
|
|
2016
Q1 | $3.23M | Sell |
23,187
-1,671
| -7% | -$233K | 1.47% | 32 |
|
|
2015
Q4 | $3.13M | Sell |
24,858
-104
| -0.4% | -$13.1K | 1.43% | 33 |
|
|
2015
Q3 | $2.96M | Buy |
24,962
+324
| +1% | +$38.4K | 1.45% | 35 |
|
|
2015
Q2 | $3.18M | Sell |
24,638
-192
| -0.8% | -$24.8K | 1.46% | 30 |
|
|
2015
Q1 | $3.43M | Sell |
24,830
-366
| -1% | -$50.5K | 1.54% | 26 |
|
|
2014
Q4 | $3.46M | Sell |
25,196
-140
| -0.6% | -$19.2K | 1.52% | 28 |
|
|
2014
Q3 | $3M | Sell |
25,336
-1,210
| -5% | -$143K | 1.41% | 34 |
|
|
2014
Q2 | $3.18M | Buy |
26,546
+566
| +2% | +$67.8K | 1.5% | 33 |
|
|
2014
Q1 | $2.95M | Buy |
25,980
+157
| +0.6% | +$17.8K | 1.47% | 33 |
|
|
2013
Q4 | $3.03M | Sell |
25,823
-2,858
| -10% | -$335K | 1.49% | 30 |
|
|
2013
Q3 | $2.86M | Sell |
28,681
-273
| -0.9% | -$27.3K | 1.53% | 32 |
|
|
2013
Q2 | $2.65M | Buy |
+28,954
| New | +$2.65M | 1.45% | 40 |
|