Retirement Planning Company of New England’s 3M MMM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$842K Buy
5,531
+48
+0.9% +$7.31K 0.38% 72
2025
Q1
$805K Sell
5,483
-376
-6% -$55.2K 0.4% 72
2024
Q4
$756K Sell
5,859
-9
-0.2% -$1.16K 0.37% 79
2024
Q3
$802K Buy
5,868
+80
+1% +$10.9K 0.4% 75
2024
Q2
$591K Sell
5,788
-548
-9% -$56K 0.32% 95
2024
Q1
$562K Buy
6,336
+639
+11% +$56.7K 0.31% 100
2023
Q4
$521K Buy
+5,697
New +$521K 0.23% 112
2023
Q3
Sell
-6,177
Closed -$517K 223
2023
Q2
$517K Buy
6,177
+843
+16% +$70.5K 0.3% 106
2023
Q1
$469K Buy
5,334
+1,692
+46% +$149K 0.28% 111
2022
Q4
$365K Buy
3,642
+121
+3% +$12.1K 0.24% 123
2022
Q3
$325K Buy
3,521
+311
+10% +$28.7K 0.23% 127
2022
Q2
$347K Buy
3,210
+165
+5% +$17.8K 0.24% 126
2022
Q1
$379K Buy
3,045
+1,232
+68% +$153K 0.21% 136
2021
Q4
$269K Buy
+1,813
New +$269K 0.13% 176