Briaud Financial Planning’s 3M MMM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $57K | Hold |
379
| – | – | 0.02% | 93 |
|
2025
Q1 | $55K | Hold |
379
| – | – | 0.02% | 81 |
|
2024
Q4 | $48K | Hold |
379
| – | – | 0.02% | 80 |
|
2024
Q3 | $51K | Hold |
379
| – | – | 0.03% | 60 |
|
2024
Q2 | $38K | Sell |
379
-74
| -16% | -$7.42K | 0.02% | 66 |
|
2024
Q1 | $41K | Buy |
+453
| New | +$41K | 0.02% | 63 |
|
2023
Q4 | – | Sell |
-453
| Closed | -$35K | – | 105 |
|
2023
Q3 | $35K | Buy |
+453
| New | +$35K | 0.03% | 68 |
|