West Oak Capital’s 3M MMM Stock Holding History

West Oak Capital’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	$8.04K	Hold	5,280	–	–	0.31%	65
2025 Q1	$7.75K	Sell	5,280 -350	-6%	-$514	0.3%	67
2024 Q4	$7.27M	Buy	5,630 +100	+2%	+$129K	0.26%	68
2024 Q3	$7.56K	Sell	5,530 -55	-1%	-$75	0.14%	68
2024 Q2	$571K	Sell	5,585 -820	-13%	-$83.8K	0.23%	72
2024 Q1	$568K	Sell	6,405 -813	-11%	-$72.1K	0.24%	72
2023 Q4	$653K	Sell	7,218 -574	-7%	-$51.9K	0.31%	69
2023 Q3	$610K	Sell	7,792 -155	-2%	-$12.1K	0.3%	70
2023 Q2	$665K	Sell	7,947 -419	-5%	-$35.1K	0.32%	70
2023 Q1	$735K	Buy	8,366 +718	+9%	+$63.1K	0.37%	71
2022 Q4	$767K	Sell	7,648 -4,641	-38%	-$465K	0.4%	66
2022 Q3	$1.14M	Buy	12,289 +1,136	+10%	+$105K	0.62%	59
2022 Q2	$1.21M	Buy	11,153 +3,786	+51%	+$410K	0.63%	58
2022 Q1	$917K	Buy	7,367 +4,210	+133%	+$524K	0.41%	66
2021 Q4	$469K	Hold	3,157	–	–	0.17%	90
2021 Q3	$463K	Buy	3,157 +77	+3%	+$11.3K	0.18%	87
2021 Q2	$511K	Buy	3,080 +150	+5%	+$24.9K	0.2%	84
2021 Q1	$472K	Buy	2,930 +107	+4%	+$17.2K	0.2%	85
2020 Q4	$413K	Hold	2,823	–	–	0.19%	89
2020 Q3	$378K	Sell	2,823 -544	-16%	-$72.8K	0.21%	82
2020 Q2	$439K	Buy	3,367 +329	+11%	+$42.9K	0.25%	77
2020 Q1	$347K	Buy	3,038 +496	+20%	+$56.7K	0.24%	80
2019 Q4	$375K	Hold	2,542	–	–	0.21%	86
2019 Q3	$349K	Buy	2,542 +359	+16%	+$49.3K	0.21%	84
2019 Q2	$316K	Hold	2,183	–	–	0.19%	89
2019 Q1	$379K	Hold	2,183	–	–	0.24%	86
2018 Q4	$348K	Hold	2,183	–	–	0.25%	84
2018 Q3	$385K	Hold	2,183	–	–	0.22%	92
2018 Q2	$359K	Hold	2,183	–	–	0.22%	91
2018 Q1	$401K	Sell	2,183 -179	-8%	-$32.9K	0.24%	88
2017 Q4	$465K	Hold	2,362	–	–	0.29%	86
2017 Q3	$415K	Hold	2,362	–	–	0.25%	93
2017 Q2	$411K	Sell	2,362 -937	-28%	-$163K	0.25%	91
2017 Q1	$528K	Buy	3,299 +1,654	+101%	+$265K	0.32%	77
2016 Q4	$246K	Hold	1,645	–	–	0.16%	102
2016 Q3	$242K	Hold	1,645	–	–	0.17%	105
2016 Q2	$241K	Hold	1,645	–	–	0.17%	101
2016 Q1	$229K	Hold	1,645	–	–	0.18%	100
2015 Q4	$207K	Hold	1,645	–	–	0.16%	101
2015 Q3	$195K	Hold	1,645	–	–	0.16%	102
2015 Q2	$212K	Hold	1,645	–	–	0.16%	101
2015 Q1	$227K	Sell	1,645 -179	-10%	-$24.7K	0.17%	99
2014 Q4	$251K	Hold	1,824	–	–	0.18%	93
2014 Q3	$216K	Hold	1,824	–	–	0.16%	97
2014 Q2	$218K	Hold	1,824	–	–	0.16%	99
2014 Q1	$207K	Hold	1,824	–	–	0.15%	102
2013 Q4	$214K	Hold	1,824	–	–	0.16%	95
2013 Q3	$182K	Hold	1,824	–	–	0.14%	102
2013 Q2	$167K	Buy	+1,824	New	+$167K	0.14%	106