GeoWealth 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 | $341K | Sell |
2,238
-1,267
| -36% | -$193K | 0.01% | 517 |
|
|
2025
Q1 | $515K | Buy |
3,505
+1,032
| +42% | +$152K | 0.02% | 415 |
|
|
2024
Q4 | $319K | Sell |
2,473
-5,088
| -67% | -$657K | 0.01% | 606 |
|
|
2024
Q3 | $1.03M | Buy |
7,561
+5,616
| +289% | +$768K | 0.04% | 302 |
|
|
2024
Q2 | $199K | Buy |
1,945
+499
| +35% | +$51K | 0.01% | 693 |
|
|
2024
Q1 | $128K | Sell |
1,446
-289
| -17% | -$25.6K | 0.01% | 753 |
|
|
2023
Q4 | $158K | Buy |
1,735
+1,698
| +4,589% | +$155K | 0.01% | 538 |
|
|
2023
Q3 | $3K | Buy |
37
+2
| +6% | +$162 | ﹤0.01% | 467 |
|
|
2023
Q2 | $3K | Hold |
35
| – | – | ﹤0.01% | 423 |
|
|
2023
Q1 | $3K | Buy |
+35
| New | +$3K | ﹤0.01% | 361 |
|