FRG Family Wealth Advisors’s 3M MMM Stock Holding History

FRG Family Wealth Advisors’s Portfolio MMM Stock Details MMM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$845K	Hold
2025 Q1	$815K	Hold
2024 Q4	$716K	Hold
2024 Q3	$759K	Hold
2024 Q2	$693K	Sell
2024 Q1	$536K	Hold
2023 Q4	$607K	Sell
2023 Q3	$536K	Buy
2023 Q2	–	Sell
2023 Q1	$704K	Sell
2022 Q4	$824K	Hold
2022 Q3	$759K	Sell
2022 Q2	$947K	Hold
2022 Q1	$1.09M	Sell
2021 Q4	$1.32M	Sell
2021 Q3	$1.31M	Sell
2021 Q2	$1.54M	Sell
2021 Q1	$1.52M	Sell
2020 Q4	$1.42M	Hold
2020 Q3	$1.3M	Sell
2020 Q2	$1.32M	Hold
2020 Q1	$1.16M	Sell
2019 Q4	$1.5M	Sell
2019 Q3	$1.48M	Sell
2019 Q2	$1.63M	Sell
2019 Q1	$1.99M	Sell
2018 Q4	$1.88M	Sell
2018 Q3	$2.39M	Sell
2018 Q2	$2.3M	Sell
2018 Q1	$2.59M	Buy
2017 Q4	$2.75M	Hold
2017 Q3	$2.45M	Buy
2017 Q2	$2.43M	Sell
2017 Q1	$2.25M	Sell
2016 Q4	$2.25M	Sell
2016 Q3	$2.26M	Sell
2016 Q2	$2.34M	Sell
2016 Q1	$2.28M	Hold
2015 Q4	$2.06M	Buy