Heritage Financial Services’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 | $205K | Sell |
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|
2025
Q2 | $202K | Sell |
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|
2025
Q1 | $215K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $237K | Sell |
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|
2023
Q3 | $211K | Hold |
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|
2023
Q2 | $225K | Hold |
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|
2023
Q1 | $237K | Sell |
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|
2022
Q4 | $273K | Sell |
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|
2022
Q3 | $253K | Buy |
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|
2022
Q2 | $294K | Sell |
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|
2022
Q1 | $345K | Buy |
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|
2021
Q4 | $404K | Buy |
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