PFA
Plotkin Financial Advisors’s 3M MMM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $347K | Hold |
2,278
| – | – | 0.19% | 69 |
|
2025
Q1 | $335K | Hold |
2,278
| – | – | 0.21% | 69 |
|
2024
Q4 | $294K | Hold |
2,278
| – | – | 0.17% | 71 |
|
2024
Q3 | $311K | Hold |
2,278
| – | – | 0.19% | 70 |
|
2024
Q2 | $233K | Hold |
2,278
| – | – | 0.15% | 80 |
|
2024
Q1 | $242K | Buy |
+2,278
| New | +$242K | 0.16% | 79 |
|
2021
Q3 | – | Sell |
-1,122
| Closed | -$223K | – | 99 |
|
2021
Q2 | $223K | Hold |
1,122
| – | – | 0.12% | 90 |
|
2021
Q1 | $216K | Buy |
+1,122
| New | +$216K | 0.13% | 72 |
|
2020
Q1 | – | Sell |
-1,501
| Closed | -$265K | – | 66 |
|
2019
Q4 | $265K | Buy |
+1,501
| New | +$265K | 0.25% | 55 |
|