Burt Wealth Advisors’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $457K | Buy |
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|
2025
Q1 | $306K | Hold |
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|
2024
Q4 | $269K | Sell |
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|
2024
Q3 | $305K | Sell |
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|
2024
Q2 | $229K | Sell |
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|
2024
Q1 | $237K | Hold |
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|
2023
Q4 | $244K | Hold |
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|
2023
Q3 | $209K | Hold |
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|
2023
Q2 | $223K | Hold |
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|
2023
Q1 | $234K | Hold |
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|
2022
Q4 | $267K | Hold |
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|
2022
Q3 | $246K | Buy |
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|
2022
Q2 | $279K | Hold |
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|
2022
Q1 | $321K | Hold |
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|
2021
Q4 | $383K | Hold |
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|
2021
Q3 | $378K | Hold |
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|
2021
Q2 | $428K | Hold |
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|
2021
Q1 | $415K | Hold |
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|
2020
Q4 | $377K | Hold |
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|
2020
Q3 | $345K | Sell |
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|
2020
Q2 | $346K | Buy |
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|
2020
Q1 | $294K | Sell |
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|
2019
Q4 | $404K | Sell |
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|
2019
Q3 | $543K | Hold |
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|
2019
Q2 | $573K | Hold |
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|
2019
Q1 | $687K | Sell |
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|
2018
Q4 | $668K | Hold |
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|
2018
Q3 | $738K | Sell |
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|
2018
Q2 | $699K | Hold |
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|
2018
Q1 | $780K | Hold |
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|
2017
Q4 | $837K | Sell |
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|
2017
Q3 | $782K | Sell |
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|
2017
Q2 | $791K | Hold |
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|
2017
Q1 | $727K | Sell |
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|
2016
Q4 | $697K | Sell |
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|
2016
Q3 | $695K | Sell |
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|
2016
Q2 | $756K | Hold |
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|
2016
Q1 | $720K | Hold |
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|
2015
Q4 | $650K | Hold |
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|
2015
Q3 | $612K | Hold |
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|
2015
Q2 | $666K | Hold |
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|
2015
Q1 | $712K | Sell |
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|
2014
Q4 | $745K | Buy |
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