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Peak Financial Advisors’s 3M MMM Stock Holding History

Peak Financial Advisors’s Portfolio MMM Stock Details MMM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$2.75M Sell
18,052
-4,434
-20% -$675K 1.41% 16
2025
Q1 		$3.3M Buy
22,486
+90
+0.4% +$13.2K 1.68% 12
2024
Q4 		$2.89M Buy
+22,396
New +$2.89M 1.5% 24