Novak & Powell Financial Services’s 3M MMM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $652K | Sell |
4,285
-150
| -3% | -$22.8K | 0.45% | 51 |
|
2025
Q1 | $651K | Sell |
4,435
-280
| -6% | -$41.1K | 0.41% | 57 |
|
2024
Q4 | $609K | Sell |
4,715
-830
| -15% | -$107K | 0.36% | 63 |
|
2024
Q3 | $758K | Buy |
5,545
+14
| +0.3% | +$1.91K | 0.44% | 54 |
|
2024
Q2 | $565K | Sell |
5,531
-1,061
| -16% | -$108K | 0.35% | 68 |
|
2024
Q1 | $583K | Buy |
6,592
+119
| +2% | +$10.5K | 0.44% | 59 |
|
2023
Q4 | $592K | Buy |
+6,473
| New | +$592K | 0.39% | 62 |
|