EverSource Wealth Advisors’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $590K | Sell |
3,874
-854
| -18% | -$130K | 0.03% | 397 |
|
|
2025
Q1 | $694K | Buy |
4,728
+718
| +18% | +$105K | 0.04% | 315 |
|
|
2024
Q4 | $518K | Buy |
4,010
+493
| +14% | +$63.6K | 0.03% | 361 |
|
|
2024
Q3 | $481K | Buy |
3,517
+231
| +7% | +$31.6K | 0.03% | 335 |
|
|
2024
Q2 | $419K | Sell |
3,286
-217
| -6% | -$27.7K | 0.03% | 354 |
|
|
2024
Q1 | $283K | Buy |
3,503
+2,638
| +305% | +$213K | 0.02% | 392 |
|
|
2023
Q4 | $79.1K | Sell |
865
-330
| -28% | -$30.2K | 0.01% | 728 |
|
|
2023
Q3 | $93.6K | Sell |
1,195
-117
| -9% | -$9.16K | 0.01% | 587 |
|
|
2023
Q2 | $110K | Sell |
1,312
-460
| -26% | -$38.5K | 0.01% | 550 |
|
|
2023
Q1 | $156K | Sell |
1,772
-205
| -10% | -$18K | 0.02% | 425 |
|
|
2022
Q4 | $198K | Buy |
1,977
+582
| +42% | +$58.3K | 0.03% | 354 |
|
|
2022
Q3 | $129K | Buy |
1,395
+158
| +13% | +$14.6K | 0.03% | 370 |
|
|
2022
Q2 | $133K | Sell |
1,237
-56
| -4% | -$6.02K | 0.03% | 314 |
|
|
2022
Q1 | $160K | Sell |
1,293
-227
| -15% | -$28.1K | 0.04% | 275 |
|
|
2021
Q4 | $226K | Buy |
+1,520
| New | +$226K | 0.06% | 209 |
|