Vista Investment Management’s 3M MMM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-2,160
| Closed | -$234K | – | 162 |
|
2022
Q2 | $234K | Sell |
2,160
-445
| -17% | -$48.2K | 0.14% | 149 |
|
2022
Q1 | $324K | Sell |
2,605
-203
| -7% | -$25.2K | 0.18% | 129 |
|
2021
Q4 | $417K | Buy |
2,808
+117
| +4% | +$17.4K | 0.23% | 108 |
|
2021
Q3 | $395K | Buy |
2,691
+31
| +1% | +$4.55K | 0.23% | 106 |
|
2021
Q2 | $442K | Sell |
2,660
-7
| -0.3% | -$1.16K | 0.26% | 102 |
|
2021
Q1 | $430K | Buy |
2,667
+385
| +17% | +$62.1K | 0.27% | 104 |
|
2020
Q4 | $333K | Hold |
2,282
| – | – | 0.22% | 115 |
|
2020
Q3 | $306K | Hold |
2,282
| – | – | 0.23% | 110 |
|
2020
Q2 | $298K | Sell |
2,282
-155
| -6% | -$20.2K | 0.26% | 110 |
|
2020
Q1 | $278K | Sell |
2,437
-23
| -0.9% | -$2.62K | 0.28% | 100 |
|
2019
Q4 | $363K | Buy |
2,460
+24
| +1% | +$3.54K | 0.27% | 105 |
|
2019
Q3 | $335K | Hold |
2,436
| – | – | 0.28% | 102 |
|
2019
Q2 | $353K | Hold |
2,436
| – | – | 0.3% | 98 |
|
2019
Q1 | $423K | Sell |
2,436
-12
| -0.5% | -$2.08K | 0.37% | 90 |
|
2018
Q4 | $390K | Hold |
2,448
| – | – | 0.4% | 88 |
|
2018
Q3 | $431K | Buy |
2,448
+26
| +1% | +$4.58K | 0.38% | 93 |
|
2018
Q2 | $398K | Hold |
2,422
| – | – | 0.39% | 91 |
|
2018
Q1 | $445K | Hold |
2,422
| – | – | 0.47% | 84 |
|
2017
Q4 | $477K | Buy |
+2,422
| New | +$477K | 0.5% | 78 |
|