Heritage Trust’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 | $333K | Hold |
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|
2025
Q2 | $327K | Hold |
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|
2025
Q1 | $315K | Hold |
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|
2024
Q4 | $277K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $253K | Buy |
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|
2022
Q3 | $233K | Sell |
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|
2022
Q2 | $293K | Sell |
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|
2022
Q1 | $341K | Sell |
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|
2021
Q4 | $439K | Sell |
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|
2021
Q3 | $445K | Buy |
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|
2021
Q2 | $498K | Buy |
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|
2021
Q1 | $475K | Buy |
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|
2020
Q4 | $375K | Hold |
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|
2020
Q3 | $343K | Sell |
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|
2020
Q2 | $431K | Buy |
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|
2020
Q1 | $372K | Buy |
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|
2019
Q4 | $473K | Buy |
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|
2019
Q3 | $411K | Hold |
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|
2019
Q2 | $434K | Sell |
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|
2019
Q1 | $1.3M | Buy |
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|
2018
Q4 | $528K | Sell |
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|
2018
Q3 | $604K | Hold |
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|
2018
Q2 | $563K | Hold |
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|
2018
Q1 | $629K | Buy |
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|
2017
Q4 | $664K | Buy |
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|
2017
Q3 | $591K | Hold |
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|
2017
Q2 | $586K | Buy |
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|
2017
Q1 | $519K | Buy |
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