Fortis Group Advisors’s 3M MMM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $580K | Buy |
3,882
+149
| +4% | +$22.3K | 0.11% | 150 |
|
2025
Q1 | $548K | Buy |
3,733
+424
| +13% | +$62.3K | 0.11% | 135 |
|
2024
Q4 | $427K | Buy |
3,309
+21
| +0.6% | +$2.71K | 0.08% | 141 |
|
2024
Q3 | $449K | Buy |
3,288
+3,138
| +2,092% | +$429K | 0.08% | 135 |
|
2024
Q2 | $15.3K | Sell |
150
-4,092
| -96% | -$418K | ﹤0.01% | 259 |
|
2024
Q1 | $376K | Buy |
4,242
+3,883
| +1,082% | +$344K | 0.07% | 148 |
|
2023
Q4 | $32.8K | Buy |
359
+180
| +101% | +$16.4K | 0.01% | 193 |
|
2023
Q3 | $14K | Buy |
+179
| New | +$14K | ﹤0.01% | 200 |
|
2020
Q3 | $24K | Buy |
+179
| New | +$24K | ﹤0.01% | 240 |
|