SAM
Secure Asset Management’s 3M MMM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $263K | Buy |
1,725
+30
| +2% | +$4.57K | 0.05% | 261 |
|
2025
Q1 | $249K | Buy |
1,695
+53
| +3% | +$7.78K | 0.05% | 252 |
|
2024
Q4 | $212K | Buy |
+1,642
| New | +$212K | 0.03% | 299 |
|
2022
Q1 | – | Sell |
-1,850
| Closed | -$275K | – | 220 |
|
2021
Q4 | $275K | Buy |
1,850
+55
| +3% | +$8.18K | 0.11% | 158 |
|
2021
Q3 | $263K | Sell |
1,795
-585
| -25% | -$85.7K | 0.13% | 144 |
|
2021
Q2 | $395K | Sell |
2,380
-536
| -18% | -$89K | 0.2% | 102 |
|
2021
Q1 | $470K | Buy |
2,916
+92
| +3% | +$14.8K | 0.26% | 83 |
|
2020
Q4 | $413K | Buy |
2,824
+501
| +22% | +$73.3K | 0.24% | 88 |
|
2020
Q3 | $311K | Sell |
2,323
-173
| -7% | -$23.2K | 0.21% | 105 |
|
2020
Q2 | $326K | Sell |
2,496
-1,862
| -43% | -$243K | 0.23% | 105 |
|
2020
Q1 | $497K | Buy |
4,358
+842
| +24% | +$96K | 0.53% | 48 |
|
2019
Q4 | $519K | Buy |
+3,516
| New | +$519K | 0.37% | 74 |
|