Whitney & Co’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $206K | Buy |
+1,351
| New | +$206K | 0.02% | 130 |
|
|
2024
Q2 | – | Sell |
-2,812
| Closed | -$249K | – | 129 |
|
|
2024
Q1 | $249K | Sell |
2,812
-777
| -22% | -$68.9K | 0.03% | 116 |
|
|
2023
Q4 | $328K | Hold |
3,589
| – | – | 0.04% | 101 |
|
|
2023
Q3 | $281K | Sell |
3,589
-299
| -8% | -$23.4K | 0.04% | 107 |
|
|
2023
Q2 | $325K | Sell |
3,888
-299
| -7% | -$25K | 0.05% | 100 |
|
|
2023
Q1 | $368K | Buy |
4,187
+1
| +0% | +$88 | 0.06% | 101 |
|
|
2022
Q4 | $420K | Sell |
4,186
-299
| -7% | -$30K | 0.08% | 92 |
|
|
2022
Q3 | $414K | Sell |
4,485
-4,989
| -53% | -$461K | 0.08% | 97 |
|
|
2022
Q2 | $1.03M | Buy |
9,474
+4,822
| +104% | +$522K | 0.19% | 69 |
|
|
2022
Q1 | $579K | Hold |
4,652
| – | – | 0.09% | 88 |
|
|
2021
Q4 | $691K | Hold |
4,652
| – | – | 0.1% | 82 |
|
|
2021
Q3 | $682K | Sell |
4,652
-60
| -1% | -$8.8K | 0.11% | 78 |
|
|
2021
Q2 | $783K | Hold |
4,712
| – | – | 0.13% | 73 |
|
|
2021
Q1 | $759K | Hold |
4,712
| – | – | 0.13% | 71 |
|
|
2020
Q4 | $693K | Sell |
4,712
-120
| -2% | -$17.6K | 0.11% | 77 |
|
|
2020
Q3 | $647K | Sell |
4,832
-36
| -0.7% | -$4.82K | 0.12% | 76 |
|
|
2020
Q2 | $635K | Hold |
4,868
| – | – | 0.13% | 70 |
|
|
2020
Q1 | $556K | Buy |
4,868
+357
| +8% | +$40.8K | 0.14% | 66 |
|
|
2019
Q4 | $665K | Hold |
4,511
| – | – | 0.13% | 77 |
|
|
2019
Q3 | $660K | Sell |
4,511
-359
| -7% | -$52.5K | 0.14% | 72 |
|
|
2019
Q2 | $706K | Sell |
4,870
-10
| -0.2% | -$1.45K | 0.16% | 72 |
|
|
2019
Q1 | $773K | Sell |
4,880
-239
| -5% | -$37.9K | 0.18% | 69 |
|
|
2018
Q4 | $857K | Sell |
5,119
-475
| -8% | -$79.5K | 0.22% | 73 |
|
|
2018
Q3 | $954K | Sell |
5,594
-428
| -7% | -$73K | 0.23% | 71 |
|
|
2018
Q2 | $990K | Sell |
6,022
-30
| -0.5% | -$4.93K | 0.26% | 67 |
|
|
2018
Q1 | $1.11M | Sell |
6,052
-308
| -5% | -$56.5K | 0.32% | 69 |
|
|
2017
Q4 | $1.25M | Sell |
6,360
-248
| -4% | -$48.8K | 0.36% | 68 |
|
|
2017
Q3 | $1.15M | Hold |
6,608
| – | – | 0.39% | 67 |
|
|
2017
Q2 | $1.15M | Sell |
6,608
-90
| -1% | -$15.7K | 0.38% | 69 |
|
|
2017
Q1 | $1.07M | Sell |
6,698
-59
| -0.9% | -$9.43K | 0.39% | 65 |
|
|
2016
Q4 | $1.01M | Sell |
6,757
-60
| -0.9% | -$8.96K | 0.38% | 66 |
|
|
2016
Q3 | $1.01M | Sell |
6,817
-60
| -0.9% | -$8.85K | 0.4% | 66 |
|
|
2016
Q2 | $1.01M | Hold |
6,877
| – | – | 0.41% | 67 |
|
|
2016
Q1 | $958K | Sell |
6,877
-419
| -6% | -$58.4K | 0.41% | 69 |
|
|
2015
Q4 | $919K | Hold |
7,296
| – | – | 0.4% | 72 |
|
|
2015
Q3 | $865K | Sell |
7,296
-15
| -0.2% | -$1.78K | 0.39% | 73 |
|
|
2015
Q2 | $943K | Hold |
7,311
| – | – | 0.41% | 71 |
|
|
2015
Q1 | $1.01M | Sell |
7,311
-239
| -3% | -$33K | 0.45% | 67 |
|
|
2014
Q4 | $1.04M | Buy |
7,550
+314
| +4% | +$43.1K | 0.46% | 66 |
|
|
2014
Q3 | $857K | Sell |
7,236
-179
| -2% | -$21.2K | 0.4% | 68 |
|
|
2014
Q2 | $888K | Sell |
7,415
-60
| -0.8% | -$7.19K | 0.41% | 67 |
|
|
2014
Q1 | $848K | Sell |
7,475
-179
| -2% | -$20.3K | 0.43% | 64 |
|
|
2013
Q4 | $898K | Sell |
7,654
-69
| -0.9% | -$8.1K | 0.5% | 59 |
|
|
2013
Q3 | $771K | Sell |
7,723
-58
| -0.7% | -$5.79K | 0.54% | 57 |
|
|
2013
Q2 | $711K | Buy |
+7,781
| New | +$711K | 0.52% | 58 |
|