Schechter Investment Advisors’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $377K | Buy |
2,567
+377
| +17% | +$55.4K | 0.03% | 427 |
|
|
2024
Q4 | $283K | Buy |
2,190
+638
| +41% | +$82.4K | 0.02% | 506 |
|
|
2024
Q3 | $212K | Buy |
+1,552
| New | +$212K | 0.02% | 577 |
|
|
2023
Q1 | – | Sell |
-2,363
| Closed | -$237K | – | 725 |
|
|
2022
Q4 | $237K | Buy |
2,363
+170
| +8% | +$17K | 0.02% | 700 |
|
|
2022
Q3 | $202K | Sell |
2,193
-869
| -28% | -$80K | 0.02% | 835 |
|
|
2022
Q2 | $332K | Buy |
3,062
+637
| +26% | +$69.1K | 0.03% | 664 |
|
|
2022
Q1 | $302K | Sell |
2,425
-854
| -26% | -$106K | 0.03% | 701 |
|
|
2021
Q4 | $487K | Buy |
+3,279
| New | +$487K | 0.04% | 507 |
|