Heritage Investment Group’s 3M MMM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $260K | Hold |
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2025
Q1 | $251K | Hold |
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2024
Q4 | $221K | Hold |
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2024
Q3 | $234K | Buy |
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2023
Q2 | – | Sell |
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2023
Q1 | $222K | Buy |
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2022
Q4 | $240K | Sell |
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2022
Q3 | $240K | Sell |
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2022
Q2 | $286K | Hold |
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2022
Q1 | $329K | Sell |
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2021
Q4 | $417K | Buy |
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