KCFA
Key Client Fiduciary Advisors’s 3M MMM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $835K | Hold |
5,485
| – | – | 0.34% | 67 |
|
2025
Q1 | $805K | Sell |
5,485
-100
| -2% | -$14.7K | 0.37% | 58 |
|
2024
Q4 | $721K | Hold |
5,585
| – | – | 0.32% | 72 |
|
2024
Q3 | $763K | Buy |
5,585
+1
| +0% | +$137 | 0.34% | 67 |
|
2024
Q2 | $571K | Sell |
5,584
-385
| -6% | -$39.3K | 0.28% | 80 |
|
2024
Q1 | $633K | Sell |
5,969
-287
| -5% | -$30.4K | 0.34% | 69 |
|
2023
Q4 | $684K | Sell |
6,256
-1,384
| -18% | -$151K | 0.4% | 57 |
|
2023
Q3 | $715K | Sell |
7,640
-29
| -0.4% | -$2.72K | 0.44% | 53 |
|
2023
Q2 | $768K | Buy |
+7,669
| New | +$768K | 0.45% | 49 |
|