Security National Bank’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.4K | Hold |
160
| – | – | ﹤0.01% | 250 |
|
|
2025
Q1 | $23.5K | Hold |
160
| – | – | ﹤0.01% | 248 |
|
|
2024
Q4 | $20.7K | Hold |
160
| – | – | ﹤0.01% | 244 |
|
|
2024
Q3 | $21.9K | Hold |
160
| – | – | ﹤0.01% | 229 |
|
|
2024
Q2 | $16.4K | Sell |
160
-571
| -78% | -$58.3K | ﹤0.01% | 237 |
|
|
2024
Q1 | $64.8K | Hold |
731
| – | – | 0.01% | 176 |
|
|
2023
Q4 | $66.8K | Buy |
+731
| New | +$66.8K | 0.02% | 177 |
|
|
2022
Q1 | – | Sell |
-1,629
| Closed | -$242K | – | 112 |
|
|
2021
Q4 | $242K | Sell |
1,629
-1,031
| -39% | -$153K | 0.05% | 96 |
|
|
2021
Q3 | $390K | Sell |
2,660
-538
| -17% | -$78.9K | 0.1% | 74 |
|
|
2021
Q2 | $531K | Hold |
3,198
| – | – | 0.14% | 66 |
|
|
2021
Q1 | $515K | Buy |
+3,198
| New | +$515K | 0.15% | 65 |
|
|
2019
Q2 | – | Sell |
-1,244
| Closed | -$216K | – | 73 |
|
|
2019
Q1 | $216K | Buy |
+1,244
| New | +$216K | 0.11% | 71 |
|
|
2018
Q2 | – | Sell |
-1,094
| Closed | -$201K | – | 63 |
|
|
2018
Q1 | $201K | Hold |
1,094
| – | – | 0.13% | 62 |
|
|
2017
Q4 | $215K | Buy |
+1,094
| New | +$215K | 0.14% | 61 |
|