Forza Wealth Management’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $847K | Buy |
5,564
+208
| +4% | +$31.7K | 0.35% | 73 |
|
|
2025
Q1 | $787K | Buy |
5,356
+9
| +0.2% | +$1.32K | 0.35% | 72 |
|
|
2024
Q4 | $690K | Buy |
5,347
+178
| +3% | +$23K | 0.31% | 81 |
|
|
2024
Q3 | $707K | Buy |
5,169
+676
| +15% | +$92.4K | 0.32% | 80 |
|
|
2024
Q2 | $459K | Sell |
4,493
-319
| -7% | -$32.6K | 0.24% | 115 |
|
|
2024
Q1 | $427K | Hold |
4,812
| – | – | 0.22% | 124 |
|
|
2023
Q4 | $440K | Sell |
4,812
-1,178
| -20% | -$108K | 0.24% | 115 |
|
|
2023
Q3 | $469K | Buy |
5,990
+120
| +2% | +$9.39K | 0.24% | 118 |
|
|
2023
Q2 | $491K | Buy |
5,870
+350
| +6% | +$29.3K | 0.25% | 121 |
|
|
2023
Q1 | $485K | Hold |
5,520
| – | – | 0.25% | 119 |
|
|
2022
Q4 | $553K | Buy |
+5,520
| New | +$553K | 0.37% | 74 |
|