Kingswood Wealth 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 | $279K | Sell |
1,833
-2,313
| -56% | -$352K | 0.02% | 593 |
|
|
2025
Q1 | $609K | Buy |
4,146
+776
| +23% | +$114K | 0.06% | 349 |
|
|
2024
Q4 | $435K | Sell |
3,370
-4,624
| -58% | -$597K | 0.03% | 482 |
|
|
2024
Q3 | $1.09M | Sell |
7,994
-6,361
| -44% | -$870K | 0.08% | 270 |
|
|
2024
Q2 | $1.47M | Buy |
14,355
+5,422
| +61% | +$554K | 0.13% | 162 |
|
|
2024
Q1 | $792K | Buy |
8,933
+1,706
| +24% | +$151K | 0.09% | 246 |
|
|
2023
Q4 | $661K | Buy |
+7,227
| New | +$661K | 0.07% | 282 |
|