Montis Financial’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 | $270K | Buy |
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|
2025
Q2 | $239K | Hold |
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|
2025
Q1 | $231K | Sell |
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|
2024
Q4 | $208K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $221K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $209K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $287K | Hold |
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|
2022
Q1 | $330K | Sell |
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|
2021
Q4 | $605K | Buy |
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|
2021
Q3 | $391K | Buy |
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|
2021
Q2 | $439K | Hold |
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|
2021
Q1 | $426K | Hold |
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|
2020
Q4 | $413K | Buy |
|