Transform Wealth, LLC 3 M CO Transaction History

Transform Wealth, LLC

$1.46 Billion
Q3 2024

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 10, 2023	SELL	$93.26 - $112.64 $318,203 - $384,327	-3,412 Reduced 47.39%	3,788 $354,000
Q2 2023 Jul 13, 2023	SELL	$93.31 - $106.78 $1,679 - $1,922	-18 Reduced 0.25%	7,200 $720,000
Q1 2023 Apr 14, 2023	BUY	$101.0 - $129.5 $294,213 - $377,233	2,913 Added 67.67%	7,218 $758,000
Q4 2022 Jan 12, 2023	BUY	$107.52 - $132.98 $462,873 - $572,478	4,305 New	4,305 $0
Q2 2022 Jul 15, 2022	SELL	$129.41 - $154.23 $180,268 - $214,842	-1,393 Closed	0 $0
Q1 2022 Apr 25, 2022	SELL	$140.96 - $181.02 $21,144 - $27,153	-150 Reduced 9.72%	1,393 $207,000
Q3 2021 Oct 15, 2021	SELL	$175.42 - $202.83 $4,210 - $4,867	-24 Reduced 1.53%	1,543 $271,000
Q2 2021 Jul 20, 2021	BUY	$191.6 - $207.33 $300,237 - $324,886	1,567 New	1,567 $311,000
Q4 2020 Jan 20, 2021	SELL	$158.48 - $177.12 $325,359 - $363,627	-2,053 Closed	0 $0
Q3 2020 Oct 21, 2020	BUY	$150.41 - $172.38 $24,065 - $27,580	160 Added 8.45%	2,053 $329,000
Q2 2020 Jul 22, 2020	SELL	$133.14 - $167.41 $222,876 - $280,244	-1,674 Reduced 46.93%	1,893 $295,000
Q1 2020 Apr 30, 2020	BUY	$117.87 - $181.37 $1,060 - $1,632	9 Added 0.25%	3,567 $487,000
Q4 2019 Jan 24, 2020	SELL	$150.74 - $178.47 $45,523 - $53,897	-302 Reduced 7.82%	3,558 $628,000
Q3 2019 Oct 24, 2019	SELL	$155.75 - $179.42 $229,108 - $263,926	-1,471 Reduced 27.59%	3,860 $635,000
Q2 2019 Jul 30, 2019	BUY	$159.75 - $219.5 $180,038 - $247,376	1,127 Added 26.81%	5,331 $924,000
Q1 2019 Apr 12, 2019	SELL	$183.76 - $210.58 $140,392 - $160,883	-764 Reduced 15.38%	4,204 $874,000
Q4 2018 Jan 30, 2019	SELL	$178.62 - $215.76 $35,724 - $43,152	-200 Reduced 3.87%	4,968 $947,000
Q3 2018 Oct 25, 2018	SELL	$195.52 - $216.33 $112,424 - $124,389	-575 Reduced 10.01%	5,168 $1.09 Million
Q2 2018 Aug 03, 2018	SELL	$194.39 - $220.09 $1.42 Million - $1.61 Million	-7,317 Reduced 56.03%	5,743 $1.13 Million
Q1 2018 May 03, 2018	BUY	$215.36 - $258.63 $55,562 - $66,726	258 Added 2.02%	13,060 $2.87 Million
Q4 2017 Feb 08, 2018	BUY	$212.76 - $243.14 $77,444 - $88,502	364 Added 2.93%	12,802 $3.01 Million
Q3 2017 Oct 19, 2017	BUY	$200.98 - $213.76 $2.5 Million - $2.66 Million	12,438	12,438 $2.61 Million

Others Institutions Holding MMM

# of Institutions

2,340

Shares Held

354M

Call Options Held

11M

Put Options Held

7.68M

Vanguard Group Inc Valley Forge, PA

49.5M
Shares

$6.36 Billion
0.12% of portfolio
Black Rock Inc. New York, NY

38.4M
Shares

$4.93 Billion
0.09% of portfolio
State Street Corp Boston, MA

27.2M
Shares

$3.49 Billion
0.15% of portfolio
Jpmorgan Chase & CO New York, NY

12.6M
Shares

$1.61 Billion
0.14% of portfolio
Geode Capital Management, LLC Boston, MA

11.3M
Shares

$1.45 Billion
0.13% of portfolio

View Full List

About 3M CO

Ticker MMM
Exchange NYSE
Sector Industrials
Industry Conglomerates
Shares Outstandng 552,742,976
Market Cap $71B
Description
3M Company operates as a diversified technology company worldwide. It operates through four segments: Safety and Industrial; Transportation and Electronics; Health Care; and Consumer. The Safety and Industrial segment offers industrial abrasives and finishing for metalworking applications; autobody repair solutions; closure systems for personal ...

More about MMM

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