Fiduciary Alliance’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $628K | Buy |
4,127
+351
| +9% | +$53.4K | 0.05% | 287 |
|
|
2025
Q1 | $555K | Buy |
3,776
+88
| +2% | +$12.9K | 0.05% | 237 |
|
|
2024
Q4 | $476K | Buy |
3,688
+34
| +0.9% | +$4.39K | 0.05% | 239 |
|
|
2024
Q3 | $500K | Sell |
3,654
-264
| -7% | -$36.1K | 0.07% | 159 |
|
|
2024
Q2 | $398K | Buy |
+3,918
| New | +$398K | 0.06% | 146 |
|
|
2023
Q3 | – | Sell |
-647
| Closed | -$54.1K | – | 638 |
|
|
2023
Q2 | $54.1K | Buy |
+647
| New | +$54.1K | 0.01% | 302 |
|
|
2023
Q1 | – | Sell |
-1,166
| Closed | -$117K | – | 572 |
|
|
2022
Q4 | $117K | Buy |
+1,166
| New | +$117K | 0.03% | 151 |
|