Valeo Financial Advisors’s 3M MMM Stock Holding History

Valeo Financial Advisors’s Portfolio MMM Stock Details MMM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.44M	Sell	9,440 -535	-5%	-$81.4K	0.04%	212
2025 Q1	$1.46M	Buy	9,975 +501	+5%	+$73.6K	0.04%	197
2024 Q4	$1.22M	Sell	9,474 -641	-6%	-$82.7K	0.03%	211
2024 Q3	$1.38M	Buy	10,115 +91	+0.9%	+$12.4K	0.04%	203
2024 Q2	$1.02M	Sell	10,024 -2,013	-17%	-$206K	0.03%	231
2024 Q1	$926K	Sell	12,037 -626	-5%	-$48.2K	0.03%	250
2023 Q4	$1.16M	Sell	12,663 -4,467	-26%	-$408K	0.05%	204
2023 Q3	$1.34M	Buy	17,130 +674	+4%	+$52.8K	0.06%	167
2023 Q2	$1.38M	Buy	16,456 +4,910	+43%	+$411K	0.06%	169
2023 Q1	$1.01M	Buy	11,546 +867	+8%	+$76.2K	0.05%	208
2022 Q4	$1.07M	Buy	10,679 +1,434	+16%	+$144K	0.06%	180
2022 Q3	$854K	Sell	9,245 -384	-4%	-$35.5K	0.05%	188
2022 Q2	$1.04M	Sell	9,629 -695	-7%	-$75.2K	0.07%	158
2022 Q1	$1.29M	Buy	10,324 +1,374	+15%	+$171K	0.07%	166
2021 Q4	$1.33M	Sell	8,950 -465	-5%	-$69K	0.07%	148
2021 Q3	$1.38M	Buy	9,415 +85	+0.9%	+$12.5K	0.08%	141
2021 Q2	$1.55M	Buy	9,330 +310	+3%	+$51.5K	0.09%	123
2021 Q1	$1.45M	Sell	9,020 -837	-8%	-$135K	0.07%	147
2020 Q4	$1.44M	Buy	9,857 +1,739	+21%	+$254K	0.07%	131
2020 Q3	$1.09M	Sell	8,118 -360	-4%	-$48.2K	0.1%	123
2020 Q2	$1.11M	Buy	8,478 +619	+8%	+$80.8K	0.1%	119
2020 Q1	$971K	Buy	7,859 +663	+9%	+$81.9K	0.1%	123
2019 Q4	$1.06M	Sell	7,196 -445	-6%	-$65.7K	0.1%	127
2019 Q3	$1.05M	Sell	7,641 -1,043	-12%	-$143K	0.12%	121
2019 Q2	$1.26M	Buy	8,684 +2,935	+51%	+$426K	0.14%	101
2019 Q1	$999K	Buy	5,749 +320	+6%	+$55.6K	0.12%	124
2018 Q4	$865K	Sell	5,429 -782	-13%	-$125K	0.12%	123
2018 Q3	$988K	Buy	6,211 +62	+1%	+$9.86K	0.13%	117
2018 Q2	$1.03M	Sell	6,149 -1,692	-22%	-$283K	0.14%	109
2018 Q1	$1.44M	Buy	7,841 +1,875	+31%	+$344K	0.23%	76
2017 Q4	$1.17M	Buy	5,966 +1,169	+24%	+$230K	0.19%	92
2017 Q3	$842K	Buy	+4,797	New	+$842K	0.19%	96