FRG Family Wealth Advisors’s 3M MMM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $845K | Hold |
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2025
Q1 | $815K | Hold |
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2024
Q4 | $716K | Hold |
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2024
Q3 | $759K | Hold |
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2024
Q2 | $693K | Sell |
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2024
Q1 | $536K | Hold |
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2023
Q4 | $607K | Sell |
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2023
Q3 | $536K | Buy |
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2023
Q2 | – | Sell |
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2023
Q1 | $704K | Sell |
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2022
Q4 | $824K | Hold |
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2022
Q3 | $759K | Sell |
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2022
Q2 | $947K | Hold |
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2022
Q1 | $1.09M | Sell |
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2021
Q4 | $1.32M | Sell |
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2021
Q3 | $1.31M | Sell |
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2021
Q2 | $1.54M | Sell |
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2021
Q1 | $1.52M | Sell |
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2020
Q4 | $1.42M | Hold |
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2020
Q3 | $1.3M | Sell |
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2020
Q2 | $1.32M | Hold |
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2020
Q1 | $1.16M | Sell |
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2019
Q4 | $1.5M | Sell |
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2019
Q3 | $1.48M | Sell |
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2019
Q2 | $1.63M | Sell |
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2019
Q1 | $1.99M | Sell |
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2018
Q4 | $1.88M | Sell |
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2018
Q3 | $2.39M | Sell |
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2018
Q2 | $2.3M | Sell |
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2018
Q1 | $2.59M | Buy |
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2017
Q4 | $2.75M | Hold |
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2017
Q3 | $2.45M | Buy |
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2017
Q2 | $2.43M | Sell |
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2017
Q1 | $2.25M | Sell |
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2016
Q4 | $2.25M | Sell |
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2016
Q3 | $2.26M | Sell |
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2016
Q2 | $2.34M | Sell |
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2016
Q1 | $2.28M | Hold |
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2015
Q4 | $2.06M | Buy |
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