VA
Valmark Advisers’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $885K | Buy |
5,811
+557
| +11% | +$84.8K | 0.01% | 353 |
|
|
2025
Q1 | $772K | Buy |
5,254
+70
| +1% | +$10.3K | 0.01% | 353 |
|
|
2024
Q4 | $669K | Sell |
5,184
-79
| -2% | -$10.2K | 0.01% | 375 |
|
|
2024
Q3 | $719K | Buy |
5,263
+147
| +3% | +$20.1K | 0.01% | 357 |
|
|
2024
Q2 | $523K | Buy |
5,116
+2,149
| +72% | +$220K | 0.01% | 378 |
|
|
2024
Q1 | $315K | Buy |
2,967
+3
| +0.1% | +$318 | 0.01% | 445 |
|
|
2023
Q4 | $324K | Sell |
2,964
-89
| -3% | -$9.73K | 0.01% | 411 |
|
|
2023
Q3 | $286K | Buy |
3,053
+248
| +9% | +$23.2K | 0.01% | 399 |
|
|
2023
Q2 | $281K | Sell |
2,805
-816
| -23% | -$81.7K | 0.01% | 409 |
|
|
2023
Q1 | $381K | Buy |
3,621
+374
| +12% | +$39.3K | 0.01% | 355 |
|
|
2022
Q4 | $389K | Sell |
3,247
-352
| -10% | -$42.2K | 0.01% | 336 |
|
|
2022
Q3 | $398K | Sell |
3,599
-2,672
| -43% | -$295K | 0.01% | 313 |
|
|
2022
Q2 | $812K | Buy |
6,271
+958
| +18% | +$124K | 0.02% | 222 |
|
|
2022
Q1 | $791K | Sell |
5,313
-39
| -0.7% | -$5.81K | 0.01% | 237 |
|
|
2021
Q4 | $951K | Buy |
5,352
+501
| +10% | +$89K | 0.02% | 205 |
|
|
2021
Q3 | $851K | Buy |
4,851
+8
| +0.2% | +$1.4K | 0.02% | 203 |
|
|
2021
Q2 | $962K | Buy |
4,843
+391
| +9% | +$77.7K | 0.02% | 189 |
|
|
2021
Q1 | $858K | Buy |
4,452
+124
| +3% | +$23.9K | 0.02% | 197 |
|
|
2020
Q4 | $756K | Buy |
4,328
+2,689
| +164% | +$470K | 0.02% | 201 |
|
|
2020
Q3 | $263K | Sell |
1,639
-115
| -7% | -$18.5K | 0.01% | 251 |
|
|
2020
Q2 | $274K | Buy |
+1,754
| New | +$274K | 0.01% | 221 |
|
|
2019
Q4 | – | Sell |
-1,683
| Closed | -$277K | – | 241 |
|
|
2019
Q3 | $277K | Buy |
1,683
+236
| +16% | +$38.8K | 0.01% | 201 |
|
|
2019
Q2 | $251K | Hold |
1,447
| – | – | 0.01% | 199 |
|
|
2019
Q1 | $301K | Sell |
1,447
-140
| -9% | -$29.1K | 0.01% | 179 |
|
|
2018
Q4 | $302K | Sell |
1,587
-69
| -4% | -$13.1K | 0.01% | 161 |
|
|
2018
Q3 | $349K | Buy |
1,656
+300
| +22% | +$63.2K | 0.01% | 143 |
|
|
2018
Q2 | $267K | Hold |
1,356
| – | – | 0.01% | 161 |
|
|
2018
Q1 | $298K | Sell |
1,356
-64
| -5% | -$14.1K | 0.01% | 151 |
|
|
2017
Q4 | $334K | Buy |
+1,420
| New | +$334K | 0.01% | 140 |
|