AO
Advisor OS’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $345K | Sell |
2,264
-901
| -28% | -$137K | 0.03% | 326 |
|
|
2025
Q1 | $465K | Buy |
3,165
+769
| +32% | +$113K | 0.05% | 245 |
|
|
2024
Q4 | $309K | Sell |
2,396
-167
| -7% | -$21.6K | 0.04% | 314 |
|
|
2024
Q3 | $350K | Sell |
2,563
-85
| -3% | -$11.6K | 0.03% | 294 |
|
|
2024
Q2 | $271K | Buy |
2,648
+294
| +12% | +$30K | 0.03% | 320 |
|
|
2024
Q1 | $250K | Buy |
+2,354
| New | +$250K | 0.03% | 339 |
|