Elevation Wealth Partners’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $95.8K | Sell |
629
-136
| -18% | -$20.7K | 0.04% | 178 |
|
|
2025
Q1 | $112K | Hold |
765
| – | – | 0.05% | 157 |
|
|
2024
Q4 | $98.8K | Hold |
765
| – | – | 0.04% | 168 |
|
|
2024
Q3 | $105K | Hold |
765
| – | – | 0.04% | 158 |
|
|
2024
Q2 | $78.2K | Sell |
765
-150
| -16% | -$15.3K | 0.04% | 179 |
|
|
2024
Q1 | $81.1K | Sell |
915
-36
| -4% | -$3.19K | 0.04% | 178 |
|
|
2023
Q4 | $74.4K | Buy |
951
+36
| +4% | +$2.82K | 0.04% | 177 |
|
|
2023
Q3 | $71.6K | Hold |
915
| – | – | 0.06% | 122 |
|
|
2023
Q2 | $76.6K | Hold |
915
| – | – | 0.06% | 120 |
|
|
2023
Q1 | $80.4K | Buy |
+915
| New | +$80.4K | 0.07% | 119 |
|