Marshall Financial Group (Maryland)’s 3M MMM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-1,541
| Closed | -$226K | – | 262 |
|
2025
Q1 | $226K | Buy |
+1,541
| New | +$226K | 0.05% | 216 |
|
2024
Q4 | – | Sell |
-1,546
| Closed | -$211K | – | 227 |
|
2024
Q3 | $211K | Buy |
+1,546
| New | +$211K | 0.05% | 206 |
|
2021
Q4 | – | Sell |
-5,488
| Closed | -$805K | – | 222 |
|
2021
Q3 | $805K | Buy |
5,488
+587
| +12% | +$86.1K | 0.42% | 79 |
|
2021
Q2 | $814K | Buy |
+4,901
| New | +$814K | 0.44% | 71 |
|