WF
Welch & Forbes’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.94M | Buy |
52,141
+601
| +1% | +$91.5K | 0.1% | 103 |
|
|
2025
Q1 | $7.57M | Buy |
51,540
+1,009
| +2% | +$148K | 0.1% | 108 |
|
|
2024
Q4 | $6.52M | Buy |
50,531
+100
| +0.2% | +$12.9K | 0.08% | 112 |
|
|
2024
Q3 | $6.89M | Sell |
50,431
-2,138
| -4% | -$292K | 0.09% | 115 |
|
|
2024
Q2 | $5.24M | Sell |
52,569
-740
| -1% | -$73.8K | 0.07% | 123 |
|
|
2024
Q1 | $5.65M | Sell |
53,309
-556
| -1% | -$59K | 0.08% | 128 |
|
|
2023
Q4 | $5.89M | Sell |
53,865
-1,802
| -3% | -$197K | 0.09% | 120 |
|
|
2023
Q3 | $5.21M | Sell |
55,667
-11,246
| -17% | -$1.05M | 0.09% | 120 |
|
|
2023
Q2 | $6.7M | Sell |
66,913
-17,189
| -20% | -$1.72M | 0.11% | 110 |
|
|
2023
Q1 | $8.84M | Sell |
84,102
-79,556
| -49% | -$8.36M | 0.15% | 104 |
|
|
2022
Q4 | $19.6M | Sell |
163,658
-3,523
| -2% | -$422K | 0.35% | 76 |
|
|
2022
Q3 | $18.5M | Sell |
167,181
-5,857
| -3% | -$647K | 0.36% | 73 |
|
|
2022
Q2 | $22.4M | Sell |
173,038
-1,042
| -0.6% | -$135K | 0.41% | 66 |
|
|
2022
Q1 | $25.9M | Buy |
174,080
+420
| +0.2% | +$62.5K | 0.41% | 66 |
|
|
2021
Q4 | $30.8M | Sell |
173,660
-1,854
| -1% | -$329K | 0.46% | 56 |
|
|
2021
Q3 | $30.8M | Sell |
175,514
-50
| -0% | -$8.77K | 0.51% | 52 |
|
|
2021
Q2 | $34.9M | Sell |
175,564
-344
| -0.2% | -$68.3K | 0.59% | 49 |
|
|
2021
Q1 | $33.9M | Sell |
175,908
-1,793
| -1% | -$345K | 0.63% | 47 |
|
|
2020
Q4 | $31.1M | Sell |
177,701
-2,084
| -1% | -$364K | 0.61% | 47 |
|
|
2020
Q3 | $28.8M | Buy |
179,785
+2,138
| +1% | +$342K | 0.62% | 48 |
|
|
2020
Q2 | $27.7M | Sell |
177,647
-8,242
| -4% | -$1.29M | 0.65% | 46 |
|
|
2020
Q1 | $25.4M | Sell |
185,889
-7,819
| -4% | -$1.07M | 0.71% | 46 |
|
|
2019
Q4 | $34.2M | Sell |
193,708
-1,554
| -0.8% | -$274K | 0.76% | 43 |
|
|
2019
Q3 | $32.1M | Sell |
195,262
-4,316
| -2% | -$710K | 0.77% | 41 |
|
|
2019
Q2 | $34.6M | Sell |
199,578
-14,088
| -7% | -$2.44M | 0.84% | 38 |
|
|
2019
Q1 | $44.4M | Sell |
213,666
-8,411
| -4% | -$1.75M | 1.11% | 26 |
|
|
2018
Q4 | $42.3M | Sell |
222,077
-2,763
| -1% | -$526K | 1.19% | 23 |
|
|
2018
Q3 | $47.4M | Sell |
224,840
-559
| -0.2% | -$118K | 1.13% | 23 |
|
|
2018
Q2 | $44.3M | Sell |
225,399
-2,451
| -1% | -$482K | 1.15% | 25 |
|
|
2018
Q1 | $50M | Sell |
227,850
-7,967
| -3% | -$1.75M | 1.29% | 21 |
|
|
2017
Q4 | $55.5M | Sell |
235,817
-6,036
| -2% | -$1.42M | 1.48% | 20 |
|
|
2017
Q3 | $50.8M | Sell |
241,853
-3,468
| -1% | -$728K | 1.34% | 20 |
|
|
2017
Q2 | $51.1M | Sell |
245,321
-136
| -0.1% | -$28.3K | 1.43% | 22 |
|
|
2017
Q1 | $47M | Sell |
245,457
-6,975
| -3% | -$1.33M | 1.34% | 20 |
|
|
2016
Q4 | $45.1M | Sell |
252,432
-3,202
| -1% | -$572K | 1.35% | 20 |
|
|
2016
Q3 | $45.1M | Sell |
255,634
-1,489
| -0.6% | -$262K | 1.56% | 18 |
|
|
2016
Q2 | $45M | Sell |
257,123
-4,144
| -2% | -$726K | 1.37% | 23 |
|
|
2016
Q1 | $43.5M | Sell |
261,267
-4,151
| -2% | -$692K | 1.36% | 21 |
|
|
2015
Q4 | $40M | Sell |
265,418
-2,948
| -1% | -$444K | 1.28% | 23 |
|
|
2015
Q3 | $38M | Sell |
268,366
-2,588
| -1% | -$367K | 1.27% | 23 |
|
|
2015
Q2 | $41.8M | Sell |
270,954
-3,658
| -1% | -$564K | 1.3% | 21 |
|
|
2015
Q1 | $45.3M | Sell |
274,612
-7,523
| -3% | -$1.24M | 1.36% | 21 |
|
|
2014
Q4 | $46.4M | Sell |
282,135
-4,310
| -2% | -$708K | 1.36% | 20 |
|
|
2014
Q3 | $40.6M | Sell |
286,445
-5,266
| -2% | -$746K | 1.24% | 23 |
|
|
2014
Q2 | $41.8M | Sell |
291,711
-3,582
| -1% | -$513K | 1.32% | 21 |
|
|
2014
Q1 | $40.1M | Sell |
295,293
-9,863
| -3% | -$1.34M | 1.27% | 23 |
|
|
2013
Q4 | $42.8M | Sell |
305,156
-1,080
| -0.4% | -$151K | 1.36% | 20 |
|
|
2013
Q3 | $36.6M | Sell |
306,236
-6,295
| -2% | -$752K | 1.23% | 25 |
|
|
2013
Q2 | $34.2M | Buy |
+312,531
| New | +$34.2M | 1.22% | 25 |
|