Heritage Wealth Management (Ohio)’s 3M MMM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$532K	Sell	3,493 -469	-12%	-$71.4K	0.17%	129
2025 Q1	$582K	Sell	3,962 -528	-12%	-$77.5K	0.2%	121
2024 Q4	$580K	Buy	4,490 +1	+0%	+$129	0.19%	123
2024 Q3	$614K	Sell	4,489 -199	-4%	-$27.2K	0.2%	123
2024 Q2	$475K	Buy	+4,688	New	+$475K	0.16%	135