Heritage Wealth Advisors’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 | $359K | Hold |
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|
2025
Q2 | $352K | Hold |
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|
2025
Q1 | $340K | Hold |
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|
2024
Q4 | $299K | Hold |
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|
2024
Q3 | $316K | Hold |
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|
2024
Q2 | $236K | Sell |
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|
2024
Q1 | $205K | Sell |
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|
2023
Q4 | $255K | Sell |
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|
2023
Q3 | $264K | Sell |
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|
2023
Q2 | $307K | Sell |
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|
2023
Q1 | $369K | Buy |
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|
2022
Q4 | $414K | Hold |
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|
2022
Q3 | $381K | Sell |
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|
2022
Q2 | $458K | Buy |
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|
2022
Q1 | $507K | Sell |
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|
2021
Q4 | $716K | Sell |
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|
2021
Q3 | $728K | Hold |
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|
2021
Q2 | $825K | Buy |
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|
2021
Q1 | $750K | Sell |
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|
2020
Q4 | $719K | Buy |
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|
2020
Q3 | $470K | Buy |
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|
2020
Q2 | $420K | Sell |
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|
2020
Q1 | $487K | Buy |
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|
2019
Q4 | $419K | Buy |
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|
2019
Q3 | $384K | Buy |
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|
2019
Q2 | $358K | Hold |
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|
2019
Q1 | $429K | Hold |
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|
2018
Q4 | $393K | Hold |
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|
2018
Q3 | $434K | Sell |
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|
2018
Q2 | $406K | Hold |
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|
2018
Q1 | $453K | Buy |
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|
2017
Q4 | $480K | Buy |
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|
2017
Q3 | $425K | Hold |
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|
2017
Q2 | $422K | Buy |
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|
2017
Q1 | $379K | Buy |
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|
2016
Q4 | $353K | Sell |
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|
2016
Q3 | $361K | Buy |
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|
2016
Q2 | $329K | Buy |
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|
2016
Q1 | $238K | Hold |
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|
2015
Q4 | $215K | Hold |
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|
2015
Q3 | $203K | Hold |
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|
2015
Q2 | $221K | Hold |
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|
2015
Q1 | $236K | Buy |
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