Schwarz Dygos Wheeler Investment Advisors’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $301K | Sell |
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|
2025
Q2 | $300K | Sell |
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|
2025
Q1 | $319K | Buy |
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|
2024
Q4 | $253K | Sell |
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|
2024
Q3 | $538K | Hold |
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|
2024
Q2 | $402K | Sell |
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|
2024
Q1 | $420K | Sell |
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|
2023
Q4 | $451K | Sell |
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|
2023
Q3 | $509K | Buy |
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|
2023
Q2 | $394K | Sell |
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|
2023
Q1 | $466K | Sell |
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|
2022
Q4 | $588K | Buy |
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|
2022
Q3 | $536K | Sell |
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|
2022
Q2 | $694K | Buy |
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|
2022
Q1 | $766K | Hold |
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|
2021
Q4 | $914K | Hold |
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|
2021
Q3 | $902K | Sell |
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|
2021
Q2 | $1.03M | Buy |
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|
2021
Q1 | $975K | Buy |
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|
2020
Q4 | $837K | Buy |
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|
2020
Q3 | $745K | Buy |
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|
2020
Q2 | $679K | Buy |
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|
2020
Q1 | $565K | Buy |
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|
2019
Q4 | $684K | Buy |
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|
2019
Q3 | $486K | Buy |
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|
2019
Q2 | $460K | Buy |
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|
2019
Q1 | $416K | Buy |
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|
2018
Q4 | $351K | Buy |
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