SAG
SageView Advisory Group’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $983K | Buy |
6,462
+2,514
| +64% | +$382K | 0.04% | 246 |
|
|
2025
Q1 | $580K | Buy |
3,948
+772
| +24% | +$113K | 0.02% | 316 |
|
|
2024
Q4 | $410K | Buy |
+3,176
| New | +$410K | 0.02% | 378 |
|
|
2024
Q1 | – | Sell |
-2,101
| Closed | -$201K | – | 689 |
|
|
2023
Q4 | $201K | Buy |
+2,101
| New | +$201K | 0.01% | 614 |
|
|
2023
Q3 | – | Sell |
-2,177
| Closed | -$218K | – | 538 |
|
|
2023
Q2 | $218K | Buy |
+2,177
| New | +$218K | 0.01% | 514 |
|
|
2023
Q1 | – | Sell |
-6,388
| Closed | -$766K | – | 474 |
|
|
2022
Q4 | $766K | Buy |
+6,388
| New | +$766K | 0.06% | 184 |
|