HIG
Heritage Investment Group’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $260K | Hold |
1,709
| – | – | 0.04% | 100 |
|
|
2025
Q1 | $251K | Hold |
1,709
| – | – | 0.05% | 96 |
|
|
2024
Q4 | $221K | Hold |
1,709
| – | – | 0.04% | 100 |
|
|
2024
Q3 | $234K | Buy |
+1,709
| New | +$234K | 0.04% | 92 |
|
|
2023
Q2 | – | Sell |
-2,111
| Closed | -$222K | – | 91 |
|
|
2023
Q1 | $222K | Buy |
2,111
+111
| +6% | +$11.7K | 0.07% | 73 |
|
|
2022
Q4 | $240K | Sell |
2,000
-175
| -8% | -$21K | 0.08% | 65 |
|
|
2022
Q3 | $240K | Sell |
2,175
-36
| -2% | -$3.97K | 0.15% | 66 |
|
|
2022
Q2 | $286K | Hold |
2,211
| – | – | 0.16% | 61 |
|
|
2022
Q1 | $329K | Sell |
2,211
-134
| -6% | -$19.9K | 0.24% | 56 |
|
|
2021
Q4 | $417K | Buy |
+2,345
| New | +$417K | 0.33% | 48 |
|