Oak Harbor Wealth Partners’s 3M MMM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $400K | Hold |
2,628
| – | – | 0.11% | 147 |
|
2025
Q1 | $386K | Buy |
2,628
+303
| +13% | +$44.5K | 0.11% | 139 |
|
2024
Q4 | $300K | Hold |
2,325
| – | – | 0.09% | 143 |
|
2024
Q3 | $318K | Hold |
2,325
| – | – | 0.09% | 138 |
|
2024
Q2 | $238K | Sell |
2,325
-292
| -11% | -$29.8K | 0.07% | 147 |
|
2024
Q1 | $232K | Buy |
2,617
+342
| +15% | +$30.3K | 0.07% | 158 |
|
2023
Q4 | $208K | Buy |
+2,275
| New | +$208K | 0.07% | 163 |
|