JFS 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 | $82.4K | Buy |
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|
2025
Q2 | $65.5K | Buy |
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|
2025
Q1 | $62.5K | Sell |
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|
2024
Q4 | $57.4K | Sell |
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|
2024
Q3 | $61K | Buy |
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|
2024
Q2 | $45.2K | Sell |
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|
2024
Q1 | $48.5K | Buy |
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|
2023
Q4 | $44.1K | Sell |
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|
2023
Q3 | $75.1K | Buy |
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|
2023
Q2 | $66K | Buy |
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|
2023
Q1 | $63K | Buy |
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|
2022
Q4 | $60.7K | Buy |
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|
2022
Q3 | $54K | Buy |
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|
2022
Q2 | $41K | Sell |
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|
2022
Q1 | $57K | Buy |
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|
2021
Q4 | $58K | Buy |
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|
2021
Q3 | $46K | Sell |
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|
2021
Q2 | $130K | Hold |
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|
2021
Q1 | $126K | Hold |
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|
2020
Q4 | $114K | Buy |
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|
2020
Q3 | $105K | Hold |
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|
2020
Q2 | $102K | Hold |
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|
2020
Q1 | $89K | Buy |
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|
2019
Q4 | $114K | Buy |
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|
2019
Q3 | $101K | Hold |
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|
2019
Q2 | $106K | Hold |
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|
2019
Q1 | $128K | Hold |
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|
2018
Q4 | $117K | Hold |
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|
2018
Q3 | $129K | Hold |
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|
2018
Q2 | $121K | Buy |
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|
2018
Q1 | $123K | Hold |
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|
2017
Q4 | $132K | Buy |
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|
2017
Q3 | $102K | Buy |
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|
2017
Q2 | $4K | Sell |
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|
2017
Q1 | $26K | Hold |
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|
2016
Q4 | $26K | Hold |
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|
2016
Q3 | $26K | Hold |
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|
2016
Q2 | $25K | Sell |
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|
2016
Q1 | $25K | Sell |
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|
2015
Q4 | $57K | Buy |
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|
2015
Q3 | $3K | Sell |
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|
2015
Q2 | $21K | Sell |
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|
2015
Q1 | $22K | Hold |
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|
2014
Q4 | $22K | Buy |
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|
2014
Q3 | $3K | Sell |
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|
2014
Q2 | $4K | Buy |
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