Montis Financial’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $239K | Hold |
1,573
| – | – | 0.07% | 123 |
|
|
2025
Q1 | $231K | Sell |
1,573
-38
| -2% | -$5.58K | 0.07% | 131 |
|
|
2024
Q4 | $208K | Buy |
+1,611
| New | +$208K | 0.06% | 131 |
|
|
2024
Q1 | – | Sell |
-2,415
| Closed | -$221K | – | 83 |
|
|
2023
Q4 | $221K | Buy |
+2,415
| New | +$221K | 0.13% | 71 |
|
|
2023
Q1 | – | Sell |
-2,080
| Closed | -$209K | – | 66 |
|
|
2022
Q4 | $209K | Buy |
+2,080
| New | +$209K | 0.18% | 58 |
|
|
2022
Q3 | – | Sell |
-2,653
| Closed | -$287K | – | 61 |
|
|
2022
Q2 | $287K | Hold |
2,653
| – | – | 0.27% | 45 |
|
|
2022
Q1 | $330K | Sell |
2,653
-1,423
| -35% | -$177K | 0.26% | 42 |
|
|
2021
Q4 | $605K | Buy |
4,076
+1,423
| +54% | +$211K | 0.44% | 33 |
|
|
2021
Q3 | $391K | Buy |
2,653
+7
| +0.3% | +$1.03K | 0.33% | 34 |
|
|
2021
Q2 | $439K | Hold |
2,646
| – | – | 0.36% | 36 |
|
|
2021
Q1 | $426K | Hold |
2,646
| – | – | 0.4% | 35 |
|
|
2020
Q4 | $413K | Buy |
+2,646
| New | +$413K | 0.41% | 35 |
|