Okabena Investment 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 | $1.22M | Buy |
8,045
+2,121
| +36% | +$323K | 0.27% | 65 |
|
2025
Q1 | $870K | Buy |
5,924
+853
| +17% | +$125K | 0.22% | 75 |
|
2024
Q4 | $655K | Buy |
+5,071
| New | +$655K | 0.18% | 81 |
|
2021
Q1 | – | Sell |
-161
| Closed | -$24K | – | 76 |
|
2020
Q4 | $24K | Hold |
161
| – | – | 0.01% | 69 |
|
2020
Q3 | $22K | Hold |
161
| – | – | 0.02% | 72 |
|
2020
Q2 | $21K | Buy |
+161
| New | +$21K | 0.02% | 68 |
|