Venturi Wealth Management’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $784K | Sell |
5,148
-180
| -3% | -$27.4K | 0.04% | 236 |
|
|
2025
Q1 | $783K | Sell |
5,328
-357
| -6% | -$52.4K | 0.04% | 238 |
|
|
2024
Q4 | $734K | Buy |
5,685
+5,315
| +1,436% | +$686K | 0.04% | 254 |
|
|
2024
Q3 | $50.5K | Buy |
370
+6
| +2% | +$820 | ﹤0.01% | 760 |
|
|
2024
Q2 | $37.2K | Buy |
364
+174
| +92% | +$17.8K | ﹤0.01% | 758 |
|
|
2024
Q1 | $16.9K | Sell |
190
-23
| -11% | -$2.04K | ﹤0.01% | 783 |
|
|
2023
Q4 | $19.5K | Buy |
213
+25
| +13% | +$2.28K | ﹤0.01% | 709 |
|
|
2023
Q3 | $14.7K | Sell |
188
-20
| -10% | -$1.56K | ﹤0.01% | 715 |
|
|
2023
Q2 | $17.4K | Buy |
208
+75
| +56% | +$6.28K | ﹤0.01% | 571 |
|
|
2023
Q1 | $11.7K | Buy |
+133
| New | +$11.7K | ﹤0.01% | 691 |
|
|
2020
Q3 | – | Sell |
-5,028
| Closed | -$656K | – | 293 |
|
|
2020
Q2 | $656K | Buy |
5,028
+1,916
| +62% | +$250K | 0.09% | 152 |
|
|
2020
Q1 | $355K | Buy |
3,112
+1,237
| +66% | +$141K | 0.06% | 154 |
|
|
2019
Q4 | $277K | Buy |
1,875
+26
| +1% | +$3.84K | 0.03% | 208 |
|
|
2019
Q3 | $254K | Buy |
1,849
+164
| +10% | +$22.5K | 0.03% | 206 |
|
|
2019
Q2 | $244K | Sell |
1,685
-20
| -1% | -$2.9K | 0.03% | 226 |
|
|
2019
Q1 | $302K | Sell |
1,705
-14,813
| -90% | -$2.62M | 0.04% | 209 |
|
|
2018
Q4 | $2.54M | Buy |
16,518
+279
| +2% | +$42.9K | 0.41% | 61 |
|
|
2018
Q3 | $2.88M | Sell |
16,239
-1,162
| -7% | -$206K | 0.51% | 71 |
|
|
2018
Q2 | $2.98M | Buy |
17,401
+240
| +1% | +$41.1K | 0.56% | 66 |
|
|
2018
Q1 | $3.15M | Sell |
17,161
-3,518
| -17% | -$646K | 0.61% | 60 |
|
|
2017
Q4 | $4.07M | Buy |
20,679
+562
| +3% | +$111K | 0.78% | 48 |
|
|
2017
Q3 | $3.58M | Buy |
20,117
+55
| +0.3% | +$9.79K | 0.76% | 48 |
|
|
2017
Q2 | $3.49M | Sell |
20,062
-385
| -2% | -$67K | 0.79% | 44 |
|
|
2017
Q1 | $3.25M | Buy |
20,447
+270
| +1% | +$42.9K | 0.75% | 47 |
|
|
2016
Q4 | $3.01M | Buy |
20,177
+1,208
| +6% | +$180K | 0.85% | 39 |
|
|
2016
Q3 | $2.8M | Buy |
18,969
+11,865
| +167% | +$1.75M | 0.93% | 40 |
|
|
2016
Q2 | $1.04M | Buy |
7,104
+24
| +0.3% | +$3.51K | 0.35% | 72 |
|
|
2016
Q1 | $986K | Buy |
7,080
+382
| +6% | +$53.2K | 0.37% | 71 |
|
|
2015
Q4 | $844K | Buy |
+6,698
| New | +$844K | 0.38% | 70 |
|