Beaird Harris Wealth Management’s 3M MMM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $168K | Buy |
1,106
+84
| +8% | +$12.8K | 0.01% | 139 |
|
2025
Q1 | $150K | Hold |
1,022
| – | – | 0.01% | 139 |
|
2024
Q4 | $132K | Buy |
1,022
+497
| +95% | +$64.2K | 0.01% | 147 |
|
2024
Q3 | $71.8K | Sell |
525
-260
| -33% | -$35.5K | 0.01% | 203 |
|
2024
Q2 | $80.2K | Sell |
785
-154
| -16% | -$15.7K | 0.01% | 180 |
|
2024
Q1 | $83.3K | Hold |
939
| – | – | 0.01% | 168 |
|
2023
Q4 | $85.8K | Hold |
939
| – | – | 0.01% | 154 |
|
2023
Q3 | $73.5K | Hold |
939
| – | – | 0.01% | 142 |
|
2023
Q2 | $78.6K | Hold |
939
| – | – | 0.01% | 143 |
|
2023
Q1 | $82.5K | Sell |
939
-30
| -3% | -$2.64K | 0.01% | 140 |
|
2022
Q4 | $97.1K | Buy |
969
+30
| +3% | +$3.01K | 0.02% | 134 |
|
2022
Q3 | $87K | Buy |
939
+311
| +50% | +$28.8K | 0.02% | 123 |
|
2022
Q2 | $68K | Sell |
628
-311
| -33% | -$33.7K | 0.02% | 118 |
|
2022
Q1 | $117K | Hold |
939
| – | – | 0.04% | 118 |
|
2021
Q4 | $139K | Buy |
+939
| New | +$139K | 0.05% | 134 |
|