Herold 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 | $984K | Buy |
6,466
+2
| +0% | +$305 | 0.21% | 113 |
|
|
2025
Q1 | $949K | Buy |
6,464
+1,137
| +21% | +$167K | 0.21% | 118 |
|
|
2024
Q4 | $688K | Buy |
5,327
+1
| +0% | +$129 | 0.15% | 153 |
|
|
2024
Q3 | $728K | Sell |
5,326
-59
| -1% | -$8.07K | 0.16% | 152 |
|
|
2024
Q2 | $550K | Sell |
5,385
-920
| -15% | -$94K | 0.13% | 170 |
|
|
2024
Q1 | $559K | Buy |
6,305
+16
| +0.3% | +$1.42K | 0.14% | 165 |
|
|
2023
Q4 | $575K | Buy |
6,289
+722
| +13% | +$66K | 0.16% | 146 |
|
|
2023
Q3 | $436K | Buy |
+5,567
| New | +$436K | 0.13% | 170 |
|
|
2022
Q2 | – | Sell |
-1,001
| Closed | -$125K | – | 476 |
|
|
2022
Q1 | $125K | Buy |
+1,001
| New | +$125K | 0.04% | 244 |
|
|
2021
Q4 | – | Sell |
-881
| Closed | -$129K | – | 466 |
|
|
2021
Q3 | $129K | Buy |
+881
| New | +$129K | 0.05% | 244 |
|