Evermay Wealth Management’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 | $145K | Hold |
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|
2025
Q1 | $140K | Sell |
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|
2024
Q4 | $142K | Hold |
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|
2024
Q3 | $150K | Hold |
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|
2024
Q2 | $112K | Sell |
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|
2024
Q1 | $123K | Sell |
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|
2023
Q4 | $149K | Sell |
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|
2023
Q3 | $153K | Hold |
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|
2023
Q2 | $163K | Sell |
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|
2023
Q1 | $205K | Sell |
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|
2022
Q4 | $241K | Sell |
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|
2022
Q3 | $310K | Sell |
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|
2022
Q2 | $412K | Sell |
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|
2022
Q1 | $493K | Sell |
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|
2021
Q4 | $604K | Sell |
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|
2021
Q3 | $657K | Sell |
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|
2021
Q2 | $1.28M | Sell |
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|
2021
Q1 | $1.25M | Sell |
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|
2020
Q4 | $1.14M | Sell |
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|
2020
Q3 | $1.07M | Buy |
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|
2020
Q2 | $1.04M | Buy |
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|
2020
Q1 | $603K | Buy |
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|
2019
Q4 | $600K | Buy |
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|
2019
Q3 | $413K | Sell |
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|
2019
Q2 | $477K | Sell |
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|
2019
Q1 | $966K | Sell |
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|
2018
Q4 | $921K | Sell |
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|
2018
Q3 | $1.08M | Sell |
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|
2018
Q2 | $1.05M | Sell |
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|
2018
Q1 | $1.26M | Buy |
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|
2017
Q4 | $977K | Buy |
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|
2017
Q3 | $420K | Hold |
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|
2017
Q2 | $416K | Hold |
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|
2017
Q1 | $382K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $209K | Sell |
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|
2015
Q1 | $227K | Hold |
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|
2014
Q4 | $227K | Sell |
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|
2014
Q3 | $207K | Buy |
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|
2014
Q2 | $205K | Buy |
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