Pinnacle Wealth Planning 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
$278K Sell
1,824
-10
-0.5% -$1.52K 0.04% 324
2025
Q1
$269K Buy
1,834
+83
+5% +$12.2K 0.04% 286
2024
Q4
$226K Sell
1,751
-443
-20% -$57.2K 0.03% 330
2024
Q3
$300K Sell
2,194
-82
-4% -$11.2K 0.04% 306
2024
Q2
$233K Buy
+2,276
New +$233K 0.03% 369
2024
Q1
Sell
-2,592
Closed -$237K 523
2023
Q4
$237K Buy
+2,592
New +$237K 0.04% 339
2023
Q1
Sell
-2,863
Closed -$287K 492
2022
Q4
$287K Buy
+2,863
New +$287K 0.05% 273
2022
Q2
Sell
-2,543
Closed -$317K 453
2022
Q1
$317K Sell
2,543
-174
-6% -$21.7K 0.06% 259
2021
Q4
$404K Sell
2,717
-122
-4% -$18.1K 0.08% 201
2021
Q3
$416K Buy
2,839
+117
+4% +$17.1K 0.09% 171
2021
Q2
$452K Buy
2,722
+7
+0.3% +$1.16K 0.11% 148
2021
Q1
$437K Buy
2,715
+190
+8% +$30.6K 0.11% 146
2020
Q4
$369K Buy
2,525
+17
+0.7% +$2.48K 0.09% 151
2020
Q3
$336K Hold
2,508
0.11% 142
2020
Q2
$327K Buy
+2,508
New +$327K 0.11% 148
2020
Q1
Sell
-2,465
Closed -$363K 254
2019
Q4
$363K Buy
2,465
+904
+58% +$133K 0.17% 125
2019
Q3
$214K Buy
+1,561
New +$214K 0.12% 171