Heartwood 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
Q3 | $174K | Buy |
|
|||||
|
2025
Q1 | – | Sell |
|
|||||
|
2024
Q4 | $1.27M | Sell |
|
|||||
|
2024
Q3 | $1.35M | Buy |
|
|||||
|
2024
Q2 | $988K | Sell |
|
|||||
|
2024
Q1 | $878K | Buy |
|
|||||
|
2023
Q4 | $691K | Buy |
|
|||||
|
2023
Q3 | $591K | Buy |
|
|||||
|
2023
Q2 | – | Sell |
|
|||||
|
2023
Q1 | $725K | Buy |
|
|||||
|
2022
Q4 | $681K | Buy |
|
|||||
|
2022
Q3 | $491K | Buy |
|
|||||
|
2022
Q2 | $486K | Sell |
|
|||||
|
2022
Q1 | $677K | Buy |
|
|||||
|
2021
Q4 | $524K | Buy |
|
|||||
|
2021
Q3 | $407K | Buy |
|
|||||
|
2021
Q2 | $450K | Buy |
|