Heritage Financial Services’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $202K | Sell |
1,327
-134
| -9% | -$20.4K | 0.02% | 122 |
|
|
2025
Q1 | $215K | Buy |
+1,461
| New | +$215K | 0.02% | 113 |
|
|
2024
Q1 | – | Sell |
-2,593
| Closed | -$237K | – | 109 |
|
|
2023
Q4 | $237K | Sell |
2,593
-99
| -4% | -$9.05K | 0.04% | 88 |
|
|
2023
Q3 | $211K | Hold |
2,692
| – | – | 0.04% | 72 |
|
|
2023
Q2 | $225K | Hold |
2,692
| – | – | 0.05% | 71 |
|
|
2023
Q1 | $237K | Sell |
2,692
-29
| -1% | -$2.55K | 0.05% | 69 |
|
|
2022
Q4 | $273K | Sell |
2,721
-24
| -0.9% | -$2.41K | 0.07% | 65 |
|
|
2022
Q3 | $253K | Buy |
2,745
+24
| +0.9% | +$2.21K | 0.15% | 54 |
|
|
2022
Q2 | $294K | Sell |
2,721
-55
| -2% | -$5.94K | 0.16% | 50 |
|
|
2022
Q1 | $345K | Buy |
2,776
+50
| +2% | +$6.21K | 0.23% | 51 |
|
|
2021
Q4 | $404K | Buy |
+2,726
| New | +$404K | 0.32% | 41 |
|