Heartwood Wealth Advisors’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-9,857
| Closed | -$1.27M | – | 178 |
|
|
2024
Q4 | $1.27M | Sell |
9,857
-26
| -0.3% | -$3.36K | 0.14% | 52 |
|
|
2024
Q3 | $1.35M | Buy |
9,883
+211
| +2% | +$28.8K | 0.15% | 49 |
|
|
2024
Q2 | $988K | Sell |
9,672
-228
| -2% | -$23.3K | 0.12% | 64 |
|
|
2024
Q1 | $878K | Buy |
9,900
+2,338
| +31% | +$207K | 0.11% | 68 |
|
|
2023
Q4 | $691K | Buy |
7,562
+15
| +0.2% | +$1.37K | 0.09% | 71 |
|
|
2023
Q3 | $591K | Buy |
+7,547
| New | +$591K | 0.09% | 76 |
|
|
2023
Q2 | – | Sell |
-8,246
| Closed | -$725K | – | 144 |
|
|
2023
Q1 | $725K | Buy |
8,246
+1,454
| +21% | +$128K | 0.11% | 64 |
|
|
2022
Q4 | $681K | Buy |
6,792
+1,482
| +28% | +$149K | 0.11% | 66 |
|
|
2022
Q3 | $491K | Buy |
5,310
+821
| +18% | +$75.9K | 0.09% | 70 |
|
|
2022
Q2 | $486K | Sell |
4,489
-950
| -17% | -$103K | 0.08% | 73 |
|
|
2022
Q1 | $677K | Buy |
5,439
+1,910
| +54% | +$238K | 0.1% | 56 |
|
|
2021
Q4 | $524K | Buy |
3,529
+753
| +27% | +$112K | 0.08% | 63 |
|
|
2021
Q3 | $407K | Buy |
2,776
+66
| +2% | +$9.68K | 0.06% | 69 |
|
|
2021
Q2 | $450K | Buy |
+2,710
| New | +$450K | 0.07% | 64 |
|