SWM
SilverOak Wealth Management’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.3M | Sell |
81,010
-4,037
| -5% | -$615K | 2.31% | 9 |
|
|
2025
Q1 | $12.5M | Sell |
85,047
-1,645
| -2% | -$242K | 2.7% | 9 |
|
|
2024
Q4 | $11.2M | Buy |
86,692
+3,711
| +4% | +$479K | 2.41% | 10 |
|
|
2024
Q3 | $11.3M | Sell |
82,981
-9,540
| -10% | -$1.3M | 2.54% | 10 |
|
|
2024
Q2 | $9.45M | Sell |
92,521
-2,218
| -2% | -$227K | 2.27% | 10 |
|
|
2024
Q1 | $10M | Sell |
94,739
-1,497
| -2% | -$159K | 2.5% | 10 |
|
|
2023
Q4 | $10.5M | Buy |
+96,236
| New | +$10.5M | 2.84% | 10 |
|