Heritage Wealth Advisors’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $352K | Hold |
2,314
| – | – | 0.02% | 161 |
|
|
2025
Q1 | $340K | Hold |
2,314
| – | – | 0.02% | 154 |
|
|
2024
Q4 | $299K | Hold |
2,314
| – | – | 0.01% | 168 |
|
|
2024
Q3 | $316K | Hold |
2,314
| – | – | 0.01% | 175 |
|
|
2024
Q2 | $236K | Sell |
2,314
-454
| -16% | -$46.4K | 0.01% | 190 |
|
|
2024
Q1 | $205K | Sell |
2,768
-568
| -17% | -$42.1K | 0.01% | 208 |
|
|
2023
Q4 | $255K | Sell |
3,336
-33
| -1% | -$2.52K | 0.01% | 194 |
|
|
2023
Q3 | $264K | Sell |
3,369
-299
| -8% | -$23.4K | 0.01% | 174 |
|
|
2023
Q2 | $307K | Sell |
3,668
-525
| -13% | -$43.9K | 0.02% | 173 |
|
|
2023
Q1 | $369K | Buy |
4,193
+68
| +2% | +$5.98K | 0.02% | 151 |
|
|
2022
Q4 | $414K | Hold |
4,125
| – | – | 0.02% | 145 |
|
|
2022
Q3 | $381K | Sell |
4,125
-103
| -2% | -$9.52K | 0.03% | 143 |
|
|
2022
Q2 | $458K | Buy |
4,228
+158
| +4% | +$17.1K | 0.03% | 130 |
|
|
2022
Q1 | $507K | Sell |
4,070
-751
| -16% | -$93.6K | 0.03% | 130 |
|
|
2021
Q4 | $716K | Sell |
4,821
-146
| -3% | -$21.7K | 0.04% | 117 |
|
|
2021
Q3 | $728K | Hold |
4,967
| – | – | 0.04% | 110 |
|
|
2021
Q2 | $825K | Buy |
4,967
+312
| +7% | +$51.8K | 0.05% | 99 |
|
|
2021
Q1 | $750K | Sell |
4,655
-262
| -5% | -$42.2K | 0.05% | 106 |
|
|
2020
Q4 | $719K | Buy |
4,917
+1,406
| +40% | +$206K | 0.04% | 110 |
|
|
2020
Q3 | $470K | Buy |
3,511
+294
| +9% | +$39.4K | 0.06% | 96 |
|
|
2020
Q2 | $420K | Sell |
3,217
-1,052
| -25% | -$137K | 0.06% | 94 |
|
|
2020
Q1 | $487K | Buy |
4,269
+1,425
| +50% | +$163K | 0.09% | 80 |
|
|
2019
Q4 | $419K | Buy |
2,844
+45
| +2% | +$6.64K | 0.06% | 114 |
|
|
2019
Q3 | $384K | Buy |
2,799
+330
| +13% | +$45.3K | 0.06% | 113 |
|
|
2019
Q2 | $358K | Hold |
2,469
| – | – | 0.05% | 109 |
|
|
2019
Q1 | $429K | Hold |
2,469
| – | – | 0.07% | 89 |
|
|
2018
Q4 | $393K | Hold |
2,469
| – | – | 0.08% | 89 |
|
|
2018
Q3 | $434K | Sell |
2,469
-1
| -0% | -$176 | 0.09% | 83 |
|
|
2018
Q2 | $406K | Hold |
2,470
| – | – | 0.15% | 81 |
|
|
2018
Q1 | $453K | Buy |
2,470
+25
| +1% | +$4.59K | 0.19% | 75 |
|
|
2017
Q4 | $480K | Buy |
2,445
+20
| +0.8% | +$3.93K | 0.21% | 68 |
|
|
2017
Q3 | $425K | Hold |
2,425
| – | – | 0.21% | 69 |
|
|
2017
Q2 | $422K | Buy |
2,425
+52
| +2% | +$9.05K | 0.22% | 63 |
|
|
2017
Q1 | $379K | Buy |
2,373
+1
| +0% | +$160 | 0.2% | 66 |
|
|
2016
Q4 | $353K | Sell |
2,372
-80
| -3% | -$11.9K | 0.23% | 59 |
|
|
2016
Q3 | $361K | Buy |
2,452
+209
| +9% | +$30.8K | 0.25% | 54 |
|
|
2016
Q2 | $329K | Buy |
2,243
+533
| +31% | +$78.2K | 0.22% | 63 |
|
|
2016
Q1 | $238K | Hold |
1,710
| – | – | 0.19% | 71 |
|
|
2015
Q4 | $215K | Hold |
1,710
| – | – | 0.18% | 73 |
|
|
2015
Q3 | $203K | Hold |
1,710
| – | – | 0.17% | 73 |
|
|
2015
Q2 | $221K | Hold |
1,710
| – | – | 0.18% | 82 |
|
|
2015
Q1 | $236K | Buy |
+1,710
| New | +$236K | 0.19% | 81 |
|