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