Beverly Hills Private Wealth’s 3M MMM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-9,347	Closed	-$854K	–	371
2023 Q4	$854K	Buy	9,347 +158	+2%	+$14.4K	0.22%	103
2023 Q3	$719K	Buy	9,189 +5	+0.1%	+$391	0.21%	103
2023 Q2	$810K	Buy	9,184 +167	+2%	+$14.7K	0.13%	165
2023 Q1	$792K	Buy	+9,017	New	+$792K	0.25%	101