Montz Harcus Wealth Management’s 3M MMM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $248K | Buy |
1,631
+32
| +2% | +$4.87K | 0.12% | 73 |
|
2025
Q1 | $235K | Buy |
1,599
+20
| +1% | +$2.94K | 0.13% | 69 |
|
2024
Q4 | $204K | Buy |
1,579
+10
| +0.6% | +$1.29K | 0.11% | 72 |
|
2024
Q3 | $215K | Buy |
+1,569
| New | +$215K | 0.13% | 71 |
|
2022
Q1 | – | Sell |
-1,350
| Closed | -$201K | – | 56 |
|
2021
Q4 | $201K | Buy |
+1,350
| New | +$201K | 0.18% | 54 |
|