Jamison Private Wealth Management’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $308K | Sell |
2,020
-27
| -1% | -$4.11K | 0.04% | 175 |
|
|
2025
Q1 | $301K | Sell |
2,047
-58
| -3% | -$8.52K | 0.05% | 172 |
|
|
2024
Q4 | $272K | Sell |
2,105
-1,125
| -35% | -$145K | 0.04% | 184 |
|
|
2024
Q3 | $441K | Sell |
3,230
-134
| -4% | -$18.3K | 0.07% | 142 |
|
|
2024
Q2 | $344K | Sell |
3,364
-1,249
| -27% | -$128K | 0.06% | 145 |
|
|
2024
Q1 | $409K | Sell |
4,613
-61
| -1% | -$5.41K | 0.07% | 140 |
|
|
2023
Q4 | $427K | Sell |
4,674
-381
| -8% | -$34.8K | 0.08% | 137 |
|
|
2023
Q3 | $396K | Buy |
+5,055
| New | +$396K | 0.08% | 136 |
|