OFS
OneAscent Financial Services’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $536K | Buy |
3,509
+88
| +3% | +$13.4K | 0.04% | 300 |
|
|
2025
Q1 | $504K | Sell |
3,421
-88
| -3% | -$13K | 0.03% | 334 |
|
|
2024
Q4 | $453K | Buy |
3,509
+236
| +7% | +$30.5K | 0.04% | 280 |
|
|
2024
Q3 | $447K | Sell |
3,273
-386
| -11% | -$52.7K | 0.32% | 80 |
|
|
2024
Q2 | $374K | Hold |
3,659
| – | – | 0.05% | 177 |
|
|
2024
Q1 | $388K | Sell |
3,659
-368
| -9% | -$39K | 0.04% | 243 |
|
|
2023
Q4 | $440K | Buy |
4,027
+1,364
| +51% | +$149K | 0.05% | 207 |
|
|
2023
Q3 | $249K | Buy |
+2,663
| New | +$249K | 0.06% | 213 |
|